Current jobs related to Senior Portfolio Manager - Calgary, Alberta - National Bank


  • Calgary, Alberta, Canada Staffing In Motion Full time

    Portfolio Management OpportunityStaffing In Motion is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our portfolio management team, you will be responsible for managing large, globally diversified portfolios for high net worth clients.Key Responsibilities:Manage client portfolios to achieve optimal returns and minimize...


  • Calgary, Alberta, Canada Sovereign Insurance Full time

    About the RoleWe are seeking a highly skilled Senior Manager, MGA Portfolio Management to join our team at Sovereign Insurance.This is a regular full-time position with a hybrid work model, requiring 2 days of in-office work per week.The role operates in English and offers a unique opportunity to leverage your experience in a dynamic and growing...


  • Calgary, Alberta, Canada Sovereign Insurance Full time

    About the RoleWe are seeking a highly skilled Senior Manager, MGA Portfolio Management to join our team at Sovereign Insurance.This is a regular full-time position with a hybrid work model, requiring 2 days of in-office work per week.The role operates in English and offers a unique opportunity to leverage your experience in a dynamic and growing...


  • Calgary, Alberta, Canada Sovereign Insurance Full time

    About the OpportunityThis role operates in English, and we're seeking an experienced professional to join our team at Sovereign Insurance.Company OverviewSovereign Insurance is a wholly owned subsidiary of the Cooperators General Insurance, and we're committed to delivering exceptional results.Job SummaryWe're looking for a skilled Senior Manager to lead our...


  • Calgary, Alberta, Canada Sovereign Insurance Full time

    About the RoleWe are seeking a highly skilled Senior Manager, MGA Portfolio Management to join our team at Sovereign Insurance.This is a regular full-time position with a hybrid work model, requiring 2 days of in-office work per week.The role operates in English and offers a unique opportunity to leverage your experience in a dynamic and growing...


  • Calgary, Alberta, Canada Sovereign Insurance Full time

    About the RoleWe are seeking a highly skilled Senior Manager, MGA Portfolio Management to join our team at Sovereign Insurance.This is a regular full-time position with a hybrid work model, requiring 2 days of in-office work per week.The role operates in English and offers a unique opportunity to leverage your experience in a dynamic and growing...


  • Calgary, Alberta, Canada CWB Full time

    About the RoleWe are seeking a highly skilled Senior Specialist to join our Commercial Portfolio Management team at CWB. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales teams to...


  • Calgary, Alberta, Canada Disability Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Specialist to join our Commercial Portfolio Management team. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales...


  • Calgary, Alberta, Canada Disability Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Specialist to join our Commercial Portfolio Management team. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales...


  • Calgary, Alberta, Canada CWB Full time

    About the RoleWe are seeking a highly skilled Senior Specialist to join our Commercial Portfolio Management team at CWB. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales teams to...


  • Calgary, Alberta, Canada Disability Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Specialist to join our Commercial Portfolio Management team. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales...


  • Calgary, Alberta, Canada CWB Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Specialist to join our Commercial Portfolio Management team. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a portfolio of diversified clients.Key ResponsibilitiesPartner with sales...


  • Calgary, Alberta, Canada CP Full time

    About the RoleWe are seeking a highly skilled Senior Real Estate Portfolio Manager to join our team at CP. This is an excellent opportunity for an experienced professional to leverage their expertise in real estate transactions and portfolio management to drive business growth.Job DescriptionThe Senior Real Estate Portfolio Manager will be responsible for...

  • Portfolio Manager

    1 month ago


    Calgary, Alberta, Canada Staffing In Motion Full time

    Unlock Global Investment OpportunitiesJoin a leading global portfolio management firm with over $200 billion in assets under management. As a Portfolio Manager, you will work with high net worth clients to create custom-tailored investment portfolios that meet their unique needs.Key Responsibilities:Meet with clients to discuss their investment goals and...

  • Portfolio Manager

    1 month ago


    Calgary, Alberta, Canada Staffing In Motion Full time

    Unlock Global Investment OpportunitiesJoin a leading global portfolio management firm with over $200 billion in assets under management. As a Portfolio Manager, you will work with high net worth clients to create custom-tailored investment portfolios that meet their unique needs.Key Responsibilities:Meet with clients to discuss their investment goals and...


  • Calgary, Alberta, Canada Disability Solutions Full time

    Job SummaryAt Disability Solutions, we strive to build value for our clients and our community. We do this by delivering exceptional client experiences through highly personalized service, specialized expertise, and customized solutions. As a Senior Portfolio Specialist, you will play a key role in our team by providing credit structuring, credit...


  • Calgary, Alberta, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Real Estate Portfolio Manager to join our team at GHD. As a key member of our Americas region, you will be responsible for overseeing the real estate portfolio, ensuring strategic alignment with business objectives, and leading the real estate team in executing transactions, managing assets, and developing real...

  • Portfolio Manager

    1 month ago


    Calgary, Alberta, Canada Staffing In Motion Full time

    Job Opportunity: Private Client AdvisorAbout the Role:Firm Overview: A leading global portfolio management firm with a large and diverse client base, managing over $200 billion in assets. Each client has a customized portfolio tailored to their specific needs.Job Summary: As a Private Client Advisor, you will be responsible for closing leads of high net...

  • Portfolio Manager

    1 month ago


    Calgary, Alberta, Canada Staffing In Motion Full time

    Job Opportunity: Private Client AdvisorAbout the Role:Firm Overview: A leading global portfolio management firm with a large and diverse client base, managing over $200 billion in assets. Each client has a customized portfolio tailored to their specific needs.Job Summary: As a Private Client Advisor, you will be responsible for closing leads of high net...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Portfolio Management Analyst, WealthWe are seeking a detail-oriented and organized Portfolio Management Analyst to join our team. As a key member of our investment operations team, you will be responsible for maintaining and reconciling client portfolio data and pooled funds, as well as analyzing performance discrepancies.Key Responsibilities:Portfolio Data...

Senior Portfolio Manager

3 months ago


Calgary, Alberta, Canada National Bank Full time

Position Overview:

As a Portfolio Manager within the Real Estate Finance division at National Bank, you will leverage your expertise in credit assessment and real estate financing to contribute significantly to our organization. Your analytical acumen, coupled with your extensive experience in real estate and financial services, will be pivotal in driving our success.

Key Responsibilities:

  • Collaborate with account managers to oversee intricate portfolio components, including file analysis, financing proposals, and negotiation processes.
  • Engage in discussions with the credit department to finalize financing conditions.
  • Occasionally negotiate financing terms directly with clients and prospective customers.
  • Support account managers in the execution, renewal, and evaluation of complex files.
  • Examine expert documentation, including assessments from cost and environmental consultants, legal advisors, and SCHL representatives.
  • Review prerequisites prior to fund disbursement.
  • Maintain the integrity and quality of the portfolio.
  • Identify and assess risks associated with sector activities.

Your Team:

The Real Estate Finance team operates within the Commercial and Private Banking sector, dedicated to assisting key players in the real estate market with both interim construction financing and long-term funding for premium assets. Our team is driven and focused on expanding our presence in Western Canada.

You will be part of a dynamic group of 12 professionals, reporting to the Senior Manager of the Portfolio Management Team. Our team is recognized for its collaborative spirit and commitment to excellence.

Qualifications:

  • A bachelor's degree in a relevant field with a minimum of 7 years of pertinent experience, or a master's degree with at least 5 years of relevant experience.
  • Proven experience in real estate financing.
  • Relevant background in commercial credit.
  • Strong customer service and negotiation skills.
  • Experience in business development is advantageous.
  • Familiarity with business products and services.

Skills:

  • Accountability
  • Client-focused approach
  • Effective communication
  • Diversity and inclusion advocacy
  • Results-driven mindset
  • Emotional intelligence
  • Empathy
  • Humility
  • Initiative
  • Learning agility
  • Resilience
  • Team collaboration

Benefits:

In addition to competitive remuneration, you will have access to a comprehensive range of flexible benefits designed to enhance your well-being and that of your family, including:

  • Health and wellness programs with various options
  • Flexible group insurance plans
  • Generous pension contributions
  • Employee Share Ownership Plan
  • Employee and Family Assistance Programs
  • Preferential banking services
  • Opportunities for community engagement
  • Telemedicine services
  • Virtual health initiatives

We prioritize a positive employee experience through dynamic work environments and innovative collaboration tools. We value employee feedback and encourage open communication.

Our Commitment:

At National Bank, we are dedicated to fostering a workplace that prioritizes human connection, courage, and an entrepreneurial spirit. Our mission is to positively impact the lives of individuals, guided by our core values of partnership, agility, and empowerment. We are committed to inclusivity and accessibility in our recruitment process, ensuring a barrier-free environment for all candidates.