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Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Senior Analyst to join our Portfolio Management team at National Bank Financial. As a key member of our team, you will play a critical role in ensuring the quality of portfolio management provided to our clients.Key ResponsibilitiesParticipate in the calculation and analysis of portfolio manager performance,...
Senior Portfolio Manager
2 months ago
At National Bank, we're seeking a highly skilled Senior Advisor to join our team in Cross-Functional Portfolio Management. As a key member of our IT and Operations sector, you'll play a crucial role in prioritizing our large-scale technology projects and driving business value.
Your Key Responsibilities:- Collaborate with portfolio management teams, business line representatives, IT, and Operations teams to prioritize initiatives and projects.
- Ensure the quality of data related to portfolio management and capacity management for all business lines and cross-functional IT platforms.
- Provide advanced analytics of bank-wide portfolio data and offer recommendations to guide decision-making, considering delivery capacity, trends, interdependencies, and impacts on the annual strategic plan.
- Develop and improve advanced indicators (KPIs) and tools to deepen analyses.
- Prepare presentation materials for executives, including team capacity tracking dashboards and recommendations based on detailed analysis and initiative prioritization.
- Participate in the annual budgeting process and support business lines in identifying and prioritizing sectoral initiatives.
- Document and evolve portfolio management processes and tools.
- Contribute to the Project Delivery Practice by sharing experience and good market practices to improve the quality and rigor in project execution.
- Facilitate the evolution of the portfolio towards agile processes by collaborating with teams and adapting portfolio management practices to agile principles.
- Ensure effective communication with stakeholders, facilitating the understanding of priorities, expectations, and the impacts of decisions on cross-functional projects.
- Identify and assess risks associated with cross-functional initiatives and recommend mitigation measures.
- Provide guidance and support for the development of portfolio management team skills, fostering a culture of continuous improvement.
- Recommend and implement technology tools and charts to monitor and improve portfolio management and analytical capabilities.
- Bachelor's and/or Master's degree completed in a related field with approximately 7 years of relevant experience.
- Minimum 5 years of experience in project portfolio management.
- Strong ability to analyze project portfolio data in depth.
- Ability to develop executive dashboards.
- Communication and advisory skills at different levels of the organization.
- Recognized as a rigorous person who likes to take initiative.
- Knowledge of Excel, Jira, and PowerBI tools (an asset).
- Knowledge of the banking environment and related technologies (an asset).
As a Senior Advisor in Cross-Functional Portfolio Management at National Bank, you'll enjoy a competitive compensation package, flexible benefits, and opportunities for growth and development. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.
Join Our Team:At National Bank, we're committed to creating a workplace that's inclusive, barrier-free, and accessible to all employees. We welcome candidates from diverse backgrounds and encourage you to apply if you're passionate about making a positive impact in our organization.
