Asset Management Specialist

3 days ago

Montreal, Quebec, Canada National Bank Full time

A career as an Asset Management Specialist in the Institutional Asset Management (IAM) team at National Bank offers a unique opportunity to manage investment accounts of our institutional clients.

Your role

  • Acting as a key reference point for all portfolio management and investment inquiries at NBT
  • SUPPORTING THE PORTFOLIO MANAGER IN OVERSEEING CLIENT FILES AND DOCUMENTATION
  • BUILDING PRESENTATIONS, COORDINATING CLIENT MEETINGS WITH ACCOUNT MANAGERS, AND PROVIDING STRATEGIC INSIGHTS
  • COLLABORATING WITH ACCOUNT MANAGERS TO IDENTIFY BUSINESS OPPORTUNITIES WITHIN OUR CLIENT BASE AND DEVELOPING NEW CLIENT RELATIONSHIPS WITH INTERNAL AND EXTERNAL PARTNERS AT NATIONAL BANK
  • CONTRIBUTING TO RESPONDING TO REQUESTS FOR PROPOSALS FOR INSTITUTIONAL ASSET MANAGEMENT BY CONDUCTING THOROUGH RESEARCH AND ASSEMBLING RELEVANT INFORMATION TO HIGHLIGHT OUR SERVICES
  • ENSURING COMPLIANCE OF CLIENT FILES AND TRACKING UPDATES IN OUR CUSTOMER RELATIONSHIP MANAGEMENT (CRM) TOOL
  • PARTICIPATING IN MEETINGS WITH THE CHIEF INVESTMENT OFFICE (CIO) OF NATIONAL BANK WEALTH MANAGEMENT TO ENSURE CONTINUOUS ALIGNMENT BETWEEN EXECUTION AND INVESTMENT STRATEGY
  • MONITORING MARKET TRENDS AND POSITIONING TO EFFECTIVELY COMMUNICATE STRATEGIC EVOLUTION TO CLIENTS
  • UTILIZING SOFTWARE LIKE FACTSET FOR PERFORMANCE ATTRIBUTION AND CLIENT PORTFOLIO ANALYSES
  • EXECUTING TRANSACTIONS IN CLIENT PORTFOLIOS IN LINE WITH GUIDELINES PROVIDED BY THE CIO
  • PERFORMING PORTFOLIO REBALANCING, CASH MANAGEMENT, AND TRIGGERING GAINS FOR CLIENTS
  • COMMUNICATING KEY CHANGES REQUESTED BY CLIENTS THAT REQUIRE REVIEW OF PORTFOLIO CONSTRUCTION AND INVESTMENT DECISIONS UNDER THE RESPONSIBILITY OF THE CIO

Our team serves a clientele composed of foundations, religious organizations, and businesses, with this role reporting directly to the Portfolio Manager.

The portfolio management team stands out for offering turnkey portfolio management services (Outsourced Chief Investment Officer, OCIO) for our clients by leveraging our globally recognized open architecture of managers and the expertise of our Chief Investment Office.

We offer a hybrid work model and adaptable hours to ensure a great work-life balance.

Prerequisites

  • Master's degree or bachelor's degree related to the sector
  • Possess CFA or CIM certification and be registered as an advisory representative (Portfolio Manager)
  • Minimum of 5 years of experience in the securities industry
  • Experience in portfolio management, analysis of portfolio management mandates, and risk analysis
  • Knowledge of portfolio management tools (transactional, compliance, and risk analysis)
  • Knowledge of products, systems (Wealth 360, Salesforce, FactSet, Bloomberg, etc.)
  • Sense of collaboration, initiative, and autonomy

Your salary will be around $120,000 - $180,000 per year, depending on your qualifications and experience. We offer a wide range of benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, pension plans, and opportunities to get involved in community initiatives.

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