Portfolio Management Analyst
6 months ago
A career as a portfolio management analyst at National Bank Financial (NBF) is mainly about supporting portfolio managers and serving NBF's investment advisors and their clients. This National Bank sector offers its clients wealth management services and advice.
**Your role**:
- Execute programs to buy and sell securities in order to align portfolios with their investment policy.
- Prepare reports to analyze client accounts under management (asset allocation and performance).
- Verify and carry out deposit and withdrawal instructions, account coding and systematic investment plan monitoring.
- Help portfolio managers provide high-quality customer service to different stakeholders.
- Identify operational issues with the UMA platform and make recommendations to resolve them.
- Monitor discretionary accounts as needed.
**Your team**:
You will report to the UMA (Unified Managed Accounts) Portfolio Manager. and are part of a team of 13 people, including 10 analysts and 3 portfolio managers.
NBF Wealth Management is the 5th largest investment dealer in Canada in terms of assets under management. It has nearly 900 investment advisors at 90 branches across the country.
**Prerequisites**:
- Bachelor's degree in Finance or a related discipline and three years of relevant experience
- Canadian Securities Course and Conduct and Practices Handbook Course
- Good knowledge of financial markets and the retail financial advisory services industry
- Knowledge of Croesus, an asset
- Organizational and priority management skills
- Good analytical skills, ability to summarize information, curiosity and creativity
- Ability to offer quick and efficient service
**Your benefits**
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
**We're putting people first**
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
Come live your ambitions with us
-
Advanced Analyst
6 months ago
Montréal, Canada Electronic Arts Full timeWe are looking for an Advanced Analyst to join the Portfolio Analytics team. Reporting to the Senior Analytics Manager, you will work with partners to understand portfolio health, strategic project opportunities and company performance. You will use your skills to provide data-driven solutions to complex problems, determine causes and constraints, translate...
-
Associate Portfolio Manager
2 months ago
Montréal, QC, Canada Franklin Templeton Investments Full timeThe Role FTCC is recruiting for a client focused Associate Portfolio Manager (“APM”) to join our private wealth team, which is responsible for the delivery of investment counseling services to Canadian investors and institutions. - Initiative and Accountability:_ The APM should proactively take on tasks to alleviate the Portfolio Manager's workload,...
-
Authorizer, Portfolio Management
6 months ago
Montréal, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Portfolio Manager
2 months ago
Montréal, QC, Canada National Bank of Canada Full timeA career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...
-
Analyst, Implementation and Portfolio Rebalancing
5 months ago
Montréal, Canada Fiera Capital Full timeAt Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...
-
Portfolio Analyst
5 months ago
Montréal, Canada Mitsubishi HC Capital Canada Full timeMitsubishi HC Capital Canada and its parent company, Mitsubishi HC Capital America, form the largest non-captive, non-bank commercial finance company in North America constantly growing and transforming to contribute to a prosperous and sustainable future, creating social value through optimizing the potential of assets. Joining Mitsubishi HC Capital Canada...
-
Analyst, Client Portfolio Management
5 months ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeiA Global Asset Management / Montreal, Quebec or Toronto / Permanent _ **Company Overview** A magnet for top investment talent, iA Global Asset Management (iAGAM) is one of Canada’s largest asset managers, with over $100 billion under management across institutional and retail mandates. We help investors achieve their long-term wealth creation goals...
-
Research Associate
5 months ago
Montréal, Canada Scotiabank Full timeRequisition ID: 181584 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Research Associate - Portfolio Strategy & Quantitative Analysis** **About the Team**: At Scotiabank, research is a key driver of our Global Equity platform. We specialize in the Canadian market, and we also supply international...
-
Associate Portfolio Manager
5 months ago
Montréal, Canada Nour Private Wealth Full time**JOB DESCRIPTION** **RESPONSIBILITIES** - Perform trading in accounts as instructed by CIO, including bulk trades in managed, ensuring fairness policy for all clients. - Perform administration for managed accounts platform, including processing documentation and adding client details to NPW’s platforms. - Perform client service for managed accounts...
-
Portfolio Manager
5 months ago
Montréal, Canada CN Full timeAt CN, we work together to move our company—and North America—forward. Be part of our Information & Technology (I&T) team, a critical piece of the engine that keeps us in motion. From enterprise architecture to operational technology, our teams use the agile methodology to automate and digitize our railroad ensuring our operations run optimally and...
-
Portfolio Manager
5 months ago
Montréal, Canada Canadian National Railway Full timeAt CN, we work together to move our company—and North America—forward. Be part of our Information & Technology (I&T) team, a critical piece of the engine that keeps us in motion. From enterprise architecture to operational technology, our teams use the agile methodology to automate and digitize our railroad ensuring our operations run optimally and...
-
Manager, Portfolio
5 months ago
Montréal, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you’re part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a...
-
Portfolio Manager Quantitative Investment
2 months ago
Montréal, QC, Canada National Bank of Canada Full timeJoining National Bank Investments (NBI) means growing in a dynamic environment and having the opportunity to learn and progress within a team that values collaboration, innovation, risk-taking, the right to make mistakes, and client satisfaction. The words "impossible" and "status quo" are not part of our vocabulary. NBI is an investment fund management...
-
Analyste en Gestion de Portfolios
5 months ago
Montréal, Canada Université de Montréal Full time**Analyste en gestion de portfolios** **Le Réseau des diplômés et des donateurs - RDD** Le Réseau des diplômés et des donateurs (RDD)) a pour mission de mobiliser les efforts des diplômés, des employés, des amis et des partenaires de l’Université de Montréal qui veulent participer à son essor en la faisant mieux connaître et en contribuant...
-
Analyste en Gestion de Portfolios
5 months ago
Montréal, Canada Université de Montréal Full time**Devenez analyste en gestion de portfolios** **Information sur l'emploi**: Le Réseau des diplômés et des donateurs (RDD)) a pour mission de mobiliser les efforts des diplômés, des employés, des amis et des partenaires de l’Université de Montréal qui veulent participer à son essor en la faisant mieux connaître et en contribuant financièrement...
-
Vie Cib Credit Portfolio Management Quantitative
5 months ago
Montréal, Canada BNP Paribas Full timeVIE CIB CREDIT PORTFOLIO MANAGEMENT QUANTITATIVE ANALYST - MONTRÉAL, H/F (NUMÉRO DE L'EMPLOI : !V_CIBGB_0180) **VIE CIB Credit Portfolio Management Quantitative Analyst - Montréal, H/F** **Concrètement votre quotidien ?** Vous rejoignez l'équipe Credit Solutions & Products Engineering à Montréal et l'assisterez sur des sujets variés. Vous...
-
Client Portfolio Manager, Integrated Fixed Income
5 months ago
Montréal, Canada Fiera Capital Full timeAt Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...
-
Senior Analyst Business Performance
3 months ago
montréal, Canada National Bank Full timeA career as a Senior Analyst, Business Performance in the Initiative Portfolio Management and Business Strategy team at National Bank, means acting as an expert in analyzing and monitoring the progress of the business plan and the portfolio of strategic initiatives for Wealth Management. This positi
-
Manager, Portfolio Operations
7 months ago
Montréal, Canada Allied Full timeAllied is looking for a **Manager, Portfolio Operations** to oversee and manage the performance of a portfolio of urban properties in Montreal. **Portfolio Operations at Allied** Portfolio Operations at Allied integrates asset management and property management into one function, creating owners responsible for both the financial and operational...
-
Project Portfolio Manager
5 months ago
Montréal, Canada WSP Full time**Position Summary** The Portfolio Manager will report to the Director, Office of IT PMO, and be responsible managing and qualifying business cases for project intake under your portfolio in accordance with a defined framework and tool set. You are the conduit between the business and the PMO, making sure alignment on business needs and initiatives are...