Strategic Portfolio Leader

4 weeks ago

Montreal, Quebec, Canada NBC Full time
Job Summary

We are seeking a highly skilled Strategic Portfolio Leader to join our team at NBC. As a key member of our Commercial Banking department, you will play a leading role in the strategic support of companies across Canada.

Your primary responsibilities will include:

  • Providing consulting services to clients, leveraging your high-level professional knowledge and experience
  • Achieving clients' business objectives by proposing financial strategies based on an optimal combination of specialized financing products
  • Participating in the development of sector-specific funding strategies and guidelines in support of VPAs
  • Supporting account managers and senior managers during the implementation of new financing files and at all stages of monitoring and renewal of a file
  • Identifying financial risks to the Bank with respect to financing and making recommendations to reduce or eliminate them
  • Participating in the preparation of files, including the analysis and establishment of financing structures for companies
  • In some cases, collaborating with the account manager, participating in preliminary meetings as well as the presentation of financing sketches to clients
  • Participating in negotiations with internal stakeholders (legal advisors, credit department, syndication service, etc.) and external stakeholders (legal advisors, other financial institutions, customers, prospects, etc.)
  • Using credit risk and profitability assessment tools to ensure compliance with funding and risk management policies and standards

About the Role

As a Strategic Portfolio Leader, you will be part of a large team of expert colleagues and report to the Director credit risk underwriting. Our team stands out for its expertise in complex credit structuring and execution. We work in a hybrid mode.

Our training programs, based on experiential learning, allow you to quickly master your profession and benefit from the assistance of your colleagues. Customized training content on practical cases and ad-hoc learning sessions will be available to enhance your continuous learning. Access to colleagues with diverse expertise, experiences, and profiles enriches your development from all perspectives.

Requirements

To be successful in this role, you will need:

  • A completed bachelor's degree, related to the industry, and 7 years of relevant experience OR a completed Master's degree, related to the industry, and 5 years of relevant experience
  • Experience in complex trade credit, acquisition loans, and knowledge of business products and services
  • Experience analyzing complex financial models
  • Experience in customer service, negotiation, and business development
  • Ability to manage priorities and timelines
  • Interpersonal skills and team player
  • Knowledge of capital market debt instruments an asset
  • Experience in syndicated financing an asset

Language

Language: English

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

We are looking for candidates with the following skills:

  • Accountability
  • Client-focused
  • Communication
  • Diversity & Inclusion
  • Driving Results
  • Emotional Intelligence
  • Empathy
  • Humility
  • Initiative
  • Learning Agility
  • Resiliency
  • Teamwork

Your Benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • 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

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. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

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