Portfolio Manager

2 weeks ago


Montreal, Quebec, Canada National Bank Full time

We are seeking a highly skilled Portfolio Manager to join our team at National Bank, where you will play a key role in managing client accounts and contributing to the development of our UMA platform.

Job Description:

In this exciting position, you will act as a portfolio management specialist, leveraging your expertise to positively impact portfolio performance and client experience. Your responsibilities will include:

  • Contribution to the development and improvement of the UMA platform and UMA management mandates
  • Participation in the UMA investment committee
  • Adjustment and trading of models when necessary
  • Counseling senior analysts and serving as a resource for them
  • Resolution of various issues and problems encountered by platform users
  • Execution and/or supervision of programs for the purchase and sale of securities, private funds, etc., to align portfolios with their investment policies
  • Ensuring effective communication with advisors regarding portfolio integration progress or other operations on the UMA platform
  • Identification of operational issues, formulation of recommendations to resolve them, and implementation of solutions

You will be part of a dynamic team of 14 colleagues and report directly to the Head Portfolio Manager at National Bank. Our team is renowned for its expertise in portfolio management and commitment to delivering exceptional results.

To succeed in this role, you must possess a Master's or Bachelor's degree in finance or a related discipline, along with six years of relevant experience. You should also hold the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), as well as CFA or CIM certification. Additionally, you should have excellent knowledge of financial markets and the financial advisory industry for individuals, proficiency in MS Office suite, and strong analytical and synthesis skills.

Benefits:

As a valued employee of National Bank, you will enjoy a comprehensive compensation package that includes competitive salary, benefits, and opportunities for professional growth and development. In addition to an estimated annual salary of $110,000, you can expect to receive:

  • A health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

National Bank offers a barrier-free workplace that is accessible to all employees and promotes diversity and inclusion. We welcome candidates from diverse backgrounds and encourage them to apply.



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