Senior Portfolio Manager

5 days ago

Vancouver, British Columbia, Canada National Bank Full time

About the Role:

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our National Bank team in Vancouver, British Columbia. As a key member of our National Client Group, Western Canada team, you will be responsible for managing and growing an existing portfolio of relationships, working closely with financial advisors, private equity sponsors, and internal banking partners.

Key Responsibilities:

  1. Portfolio Management: Independently manage an assigned portfolio to ensure covenants remain in compliance with agreed upon terms & conditions and that annual reviews are completed in accordance with Bank policies.
  2. Credit Analysis and Underwriting: Perform high-quality credit analysis, deal structuring, underwriting, and documentation review/finalization of existing and new lending opportunities/mandates.
  3. Financial Transaction and Risk Management: Complete financial transaction and borrower risk rating models, and work closely with Credit Risk Management to authorize and close transactions in accordance with the Bank's risk guidelines.
  4. Team Collaboration and Development: Serve as a strong resource within the team and assist in developing the competencies of junior team members, and collaborate with senior members of the National Client Group, Western Canada team.
  5. Transaction and Portfolio Management Experience: Gain hands-on experience underwriting complex transactions and managing an active portfolio, with opportunities for growth and development within the National Client Group, Western Canada team and across the broader Bank.

Requirements:

  1. Education: Hold a Bachelor's degree in accounting, business, economics, finance, or a related field.
  2. Professional Designation: Professional designation(s) and/or an advanced degree is considered a strong asset.
  3. Experience: Minimum of 5 - 7 years of experience in corporate or upper mid-market commercial banking.
  4. Skills: Strong knowledge of credit underwriting, loan structuring (bilateral/syndicated transactions), financial statement analysis, financial model and capital structure assessment, and legal documentation review & negotiation.
  5. Technical Skills: Proficiency with the Microsoft suite of products (Excel, Word, PowerPoint) used in the creation of presentations, confidential information memoranda and other written documents.

What We Offer:

  1. Competitive Compensation: Competitive compensation package.
  2. Flexible Benefits: Flexible group insurance, generous pension plan, opportunities to get involved in community initiatives, and virtual sleep clinic.

About Us:

We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. We are committed to putting people first and creating a positive impact in our communities.

  • Senior Portfolio Manager

    2 weeks ago

    Vancouver, British Columbia, Canada CB Canada Full time

    Job SummaryCB Canada is seeking a seasoned Senior Portfolio Manager to lead our Institutional Portfolio Operations team. As a key member of our organization, you will be responsible for overseeing the management of our clients' portfolios, ensuring seamless operations, and driving process improvements.Key ResponsibilitiesLead a high-performing team in two...

  • Senior Portfolio Manager

    5 days ago

    Vancouver, British Columbia, Canada CB Canada Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Portfolio Manager to lead our team in Institutional Portfolio Operations. As a key member of our organization, you will be responsible for overseeing the day-to-day operations of the team, identifying areas for improvement, and implementing process enhancements.Key ResponsibilitiesLead a...

  • Senior Portfolio Manager

    1 week ago

    Vancouver, British Columbia, Canada CB Canada Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Portfolio Manager to lead our team in Institutional Portfolio Operations. As a key member of our organization, you will be responsible for overseeing the day-to-day operations of the team, identifying areas for improvement, and implementing process enhancements.Key ResponsibilitiesLead a...

  • Senior Portfolio Manager

    20 hours ago

    Vancouver, British Columbia, Canada CB Canada Full time

    Senior Portfolio ManagerCB Canada is seeking a seasoned Senior Portfolio Manager to lead our team in Vancouver. As a key member of our financial operations team, you will be responsible for managing a large team across two locations, overseeing day-to-day operations, and identifying areas for improvement.Key Responsibilities:Lead a team of professionals in...

  • Senior Portfolio Manager

    17 hours ago

    Vancouver, British Columbia, Canada CB Canada Full time

    Senior Portfolio ManagerCB Canada is seeking a seasoned Senior Portfolio Manager to lead our team in Vancouver. As a key member of our financial operations team, you will be responsible for managing a large team across two locations, overseeing day-to-day operations, and identifying areas for improvement.Key Responsibilities:Lead a team of professionals in...

  • Senior Portfolio Manager

    5 days ago

    Vancouver, British Columbia, Canada Raymond James Financial, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Raymond James Financial, Inc. as a Managed Account Trader in our Investment Portfolio Management department.Key ResponsibilitiesMonitor and execute trades for client accounts, ensuring accurate and timely execution of investment strategies.Collaborate with...

  • Senior Portfolio Manager

    5 days ago

    Vancouver, British Columbia, Canada Raymond James Financial, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Raymond James Financial, Inc. as a Managed Account Trader in our Investment Portfolio Management department.Key ResponsibilitiesMonitor and execute trades for client accounts, ensuring accurate and timely execution of investment strategies.Collaborate with...

  • Senior Portfolio Manager

    7 days ago

    Vancouver, British Columbia, Canada Recooty Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Recooty. As a key member of our Finance team, you will be responsible for independently managing the funding after closing, including funding monitoring, completing annual reviews, analyzing any changes in the borrower or project, proactively...

  • Senior Portfolio Manager

    1 week ago

    Vancouver, British Columbia, Canada Recooty Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Recooty. As a key member of our Finance team, you will be responsible for independently managing the funding after closing, including funding monitoring, completing annual reviews, analyzing any changes in the borrower or project, proactively...

  • Senior Portfolio Manager

    7 days ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job DescriptionRole Summary:We are seeking a highly skilled and experienced Senior Portfolio Manager to join our Asset Management Services team at Raymond James Financial. As a key member of our team, you will play a vital role in ensuring the accurate stewardship of client's fee-based assets and the overall goal of increasing fee-based assets and revenues...

  • Senior Portfolio Manager

    1 week ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job DescriptionRole Summary:We are seeking a highly skilled and experienced Senior Portfolio Manager to join our Asset Management Services team at Raymond James Financial. As a key member of our team, you will play a vital role in ensuring the accurate stewardship of client's fee-based assets and the overall goal of increasing fee-based assets and revenues...

  • IT Portfolio Manager

    3 days ago

    Vancouver, British Columbia, Canada Seaspan Full time

    About the RoleThe IT Portfolio Manager will be responsible for the development and establishment of Seaspan's IT portfolio management practice. This leader will provide strategic guidance in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects and change across the Seaspan Marine Group of...

  • IT Portfolio Manager

    4 days ago

    Vancouver, British Columbia, Canada Seaspan Full time

    About the RoleThe IT Portfolio Manager will be responsible for the development and establishment of Seaspan's IT portfolio management practice. This leader will provide strategic guidance in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects and change across the Seaspan Marine Group of...

  • Portfolio Management Professional

    1 week ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and experienced Associate Portfolio Manager to join our esteemed team of investment professionals. As an integral part of our team, the Associate Portfolio Manager will collaborate closely with Senior Portfolio Managers to deliver personalized investment...

  • Portfolio Management Professional

    7 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and experienced Associate Portfolio Manager to join our esteemed team of investment professionals. As an integral part of our team, the Associate Portfolio Manager will collaborate closely with Senior Portfolio Managers to deliver personalized investment...

  • Associate Portfolio Manager

    4 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at the Royal Bank of Canada. As a key member of our investment management team, you will be responsible for crafting tailored investment strategies for our high net worth and ultra high net worth clients.Key ResponsibilitiesWork closely with Senior...

  • Associate Portfolio Manager

    3 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at the Royal Bank of Canada. As a key member of our investment management team, you will be responsible for crafting tailored investment strategies for our high net worth and ultra high net worth clients.Key ResponsibilitiesWork closely with Senior...

  • IT Portfolio Manager

    1 week ago

    Vancouver, British Columbia, Canada Seaspan Full time

    About the RoleWe are seeking an experienced IT Portfolio Manager to join our team at Seaspan. As a key member of our organization, you will be responsible for leading the development and establishment of our IT portfolio management practice.Key ResponsibilitiesLeadership and GovernanceDrive engagement with business leaders to cultivate a project delivery...

  • IT Portfolio Manager

    7 days ago

    Vancouver, British Columbia, Canada Seaspan Full time

    About the RoleWe are seeking an experienced IT Portfolio Manager to join our team at Seaspan. As a key member of our organization, you will be responsible for leading the development and establishment of our IT portfolio management practice.Key ResponsibilitiesLeadership and GovernanceDrive engagement with business leaders to cultivate a project delivery...

  • Senior Support Analyst

    3 days ago

    Vancouver, British Columbia, Canada Lululemon Full time

    About This RoleWe are seeking a highly skilled and experienced Senior Support Analyst to join our Global Supply Chain Portfolio team. As a key member of our team, you will play a critical role in supporting portfolio management, transformation, and operations for Upstream Supply Chain and Global Fulfillment Technology.Key ResponsibilitiesFinancial Reporting...