Portfolio Manager
1 month ago
We are seeking a highly skilled Portfolio Manager to join our team at National Bank. As a Portfolio Manager, you will be responsible for managing client accounts, developing and improving the UMA platform, and participating in the UMA investment committee.
Key Responsibilities- Contribute to the development and improvement of the UMA platform and UMA management mandates
- Participate in the UMA investment committee
- Adjust and trade models when necessary
- Coach senior analysts and serve as a resource for them
- Resolve various issues and problems encountered by platform users
- Execute and/or supervise programs for the purchase and sale of securities, private funds, etc., to align portfolios with their investment policies
- Ensure effective communication for advisors regarding portfolio integration progress or other operations on the UMA platform
- Identify operational issues, formulate recommendations to resolve them, and implement solutions
You will be part of a team of 14 colleagues and report to the Head Portfolio Manager at NBF. Our team is known for its expertise in portfolio management and the satisfaction of investment advisors who use our investment solutions.
What We Offer- A competitive compensation package
- A wide range of flexible benefits to promote your wellbeing and that of your family
- Opportunities for continuous learning and development
- A dynamic work environment and cutting-edge collaboration tools
- A barrier-free workplace that is accessible to all employees
We are 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. We promote a culture of inclusivity and diversity, and we are committed to creating a workplace that is accessible to all employees.
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