Senior Portfolio Manager

4 weeks ago

Montreal, Quebec, Canada National Bank Full time
Job Title: Senior Analyst

As a Senior Analyst in the Portfolio Management team at National Bank Financial, you will play a key role in ensuring the quality of portfolio management provided to clients. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a significant impact on the team's success.

Key Responsibilities:
  • Participate in the calculation and analysis of portfolio manager performance to identify areas for improvement.
  • Contribute to the quarterly oversight of various investment solutions to ensure compliance with investment policy statements and performance targets.
  • Verify that transactions comply with investment policy statements prior to execution to maintain the integrity of the portfolio.
  • Review and validate financial data for client publications to ensure accuracy and transparency.
  • Cross-reference and analyze data from various sources to produce reports that inform investment decisions.
Team and Culture:

You will be part of a dynamic team that values expertise and collaboration. Our team stands out for its unique blend of portfolio management and oversight, and we prioritize continuous learning and development to enhance your skills and knowledge.

We offer a barrier-free workplace that is accessible to all employees, and we welcome candidates from diverse backgrounds and experiences.

Requirements:
  • Bachelor's degree in Business Administration or a related field, combined with 3 years of experience in financial services.
  • Knowledge of financial markets and securities regulations.
  • Proficiency in advanced Excel functions, including VBA, and knowledge of Power BI, SQL, and Python.
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), or a commitment to complete them within 12 months.
  • Bilingualism is necessary due to regular interactions with colleagues across Canada.
Benefits:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.

We offer a dynamic work environment and cutting-edge collaboration tools to foster a positive employee experience, and we actively listen to employees' ideas and feedback.

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