Portfolio Manager

4 weeks ago


Montreal, Quebec, Canada NBC Full time
Job Title: Portfolio Manager

We are seeking a highly skilled Portfolio Manager to join our team in the Commercial & Private Management sector. As a Portfolio Manager, you will play a leading role in the strategic support of companies across Canada, leveraging your expertise in complex trade credit, acquisition loans, and business products and services.

Key Responsibilities:
  • Provide consulting services to clients, leveraging your high-level professional knowledge and experience to achieve their business objectives.
  • Develop and propose financial strategies based on an optimal combination of specialized financing products to meet client needs.
  • Participate in the development of sector-specific funding strategies and guidelines in support of VPAs.
  • Support account managers and senior managers during the implementation of new financing files and at all stages of monitoring and renewal of a file.
  • Identify financial risks to the Bank with respect to financing and make recommendations to reduce or eliminate them.
  • Participate in the preparation of files, including the analysis and establishment of financing structures for companies.
  • Collaborate with internal stakeholders (legal advisors, credit department, syndication service, etc.) and external stakeholders (legal advisors, other financial institutions, customers, prospects, etc.) to negotiate and finalize financing agreements.
  • Use credit risk and profitability assessment tools to ensure compliance with funding and risk management policies and standards.
Requirements:
  • Completed bachelor's degree, related to the industry, and 7 years of relevant experience OR 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.
What We Offer:
  • Competitive compensation package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • Employee Share Ownership Plan and Employee and Family Assistance Program.
  • Preferential banking services and opportunities to get involved in community initiatives.


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