Academic Portfolio Manager

4 weeks ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time
Portfolio Manager - Wealth Management

A career as a Portfolio Manager within the UMA team in Wealth Management at Banque Nationale du Canada means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio performance, the client experience, and those who entrust us with their investments.

Key Responsibilities:
  • Participate in the UMA investment committee to contribute to investment decisions.
  • Coach senior analysts and serve as a resource for them to enhance their skills and knowledge.
  • Execute and/or supervise programs for the purchase and sale of securities, private funds, etc., to align portfolios with their investment policies.
Requirements:
  • Master's or Bachelor's degree in finance or a related discipline.
  • Excellent knowledge of financial markets and the financial advisory industry for individuals.
  • Familiarity with Banque Nationale du Canada's products, systems, and services is desirable.
  • Proficiency in the MS Office suite (Word, Excel, PowerPoint, and Outlook).
  • Strong communication and writing skills in both languages.

We promote a variety of continuous learning opportunities to enhance your development, including on-the-job learning, access to internal and external training resources, and collaboration with colleagues from diverse backgrounds and areas of expertise.



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