Insurance Portfolio Manager

1 week ago


Toronto, Ontario, Canada Bank of Montreal Full time
Job Overview

As an Insurance Portfolio Manager at Bank of Montreal, you will play a crucial role in managing a diverse portfolio of Insurance companies while ensuring strong client relationships.

About the Role

This position is responsible for directly managing a portfolio of Insurance companies, reviewing and monitoring performance from both revenue and credit quality perspectives. You will apply appropriate technical concepts and complete reliable reports to support credit and client deliverables.

You will be expected to conduct due diligence and credit analysis on new and existing client relationships, including client visits, business model analysis, and industry trend reviews. This role requires breaking down complex problems, analyzing data, and providing insights and recommendations.

Key Responsibilities
  • Directly manage a diverse portfolio of Insurance companies with a focus on client relationship growth.
  • Review and monitor performance of existing accounts and client relationships.
  • Apply technical concepts and complete reports to support credit and client deliverables.
  • Conduct due diligence and credit analysis on new and existing client relationships.
  • Analyze data and provide insights and recommendations.
Requirements

To succeed in this role, you will need:

  • An undergraduate degree in finance, economics, or accounting, with a high academic achievement.
  • A minimum of 5-7 years of experience in corporate banking and lending, with a focus on the Insurance segment.
  • Advanced deal execution and project management skills.
  • Strong analytical skills and expertise in Insurance credit analysis.
Compensation

The estimated salary for this position is between $120,000 and $180,000 per year, depending on experience. In addition to your base salary, you may also be eligible for performance-based bonuses and other benefits.

About Us

Bank of Montreal is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. We are proud to be fueling growth and expanding possibilities for individuals, families, and businesses. With over 12 million customers across North America, we offer personal and commercial banking, wealth management, and investment services.



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