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Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystJoin National Bank Financial as a Senior Analyst in the Portfolio Management team and take on a key role in portfolio management oversight. As a specialist in portfolio management, you will leverage your technical skills, financial experience, and knowledge of best practices to drive the quality of portfolio management provided to...
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Senior Portfolio Manager
1 month ago
We are seeking a highly skilled Senior Advisor to join our Cross-Functional Portfolio Management team at National Bank. As a key member of our team, you will play a critical role in prioritizing our large-scale technology projects and driving value for our organization.
Key Responsibilities- Collaborate with portfolio management teams, business line representatives, IT and Operations teams, and finance 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 and support decision-making, considering delivery capacity, trends, interdependencies, and impacts on the annual strategic plan.
- Define and improve advanced indicators (KPIs) and the inherent tools to deepen these 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.
- Participate in the Project Delivery Practice by sharing experience and good market practices to improve the quality and rigor in the execution of projects.
- Facilitate the evolution of the portfolio towards agile processes by collaborating with teams and adapting portfolio management practices to agile principles, ensuring a smooth transition to more flexible and iterative working methods.
- Ensure effective communication with all 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.
The IT and Operations sector at National Bank is a dynamic team of over 5500 experts who work in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. As a member of our team, you will report to the Senior Director of IT Project Portfolio and be part of a team that values continuous development and internal mobility.
About You- 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).
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include a health and wellness program, flexible group insurance, a generous pension plan, an Employee Share Ownership Plan, an Employee and Family Assistance Program, preferential banking services, opportunities to get involved in community initiatives, a telemedicine service, and a virtual sleep clinic.
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 and encourage regular feedback and ongoing communication.
About UsWe 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. 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.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us
