Manager, Portfolio Management
1 week ago
We are banking at another level.
Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.
Choosing BDC as your employer also means:
- Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few- In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1- A hybrid work model that truly balances work and personal life- Opportunities for learning, training and development, and much more...
POSITION OVERIVEW
The Manager, Portfolio Management contributes in updating the Bank’s loan portfolio by processing service requests and annual reviews required during the life cycle of a loan. This person analyzes and recommends complex and advanced service requests and supports the Business Development team in developing efficient solutions to meet the client’s requests while adhering to the Bank’s policies and directives.
CHALLENGES TO BE MET- Follow up on outstanding issues in the files in accordance with BDC’s audit policies, processes and procedures by ensuring that the forms and information are accurate and complete, the conditions are met and the signatures are obtained- When completing an annual review, validate the profitability of the portfolio by monitoring the client’s borrowing activities and identify additional opportunities (financing or consulting) and be proactive to retain existing clients- Review financial statements, complete the financial analysis and evaluate the risk rating- Actively address situations where potential risks are identified, such as arrears, risk deterioration and declining financial results- Evaluate high and advanced risk requests and offer proactive solutions to restructure agreements, minimize risk and mitigate losses in collaboration with Credit, the business centres and other internal colleagues- Authorize, decline or recommend services, within the established parameters, and ensure a high calibre of analysis and due diligence for all loan amendments and service requests-
- Coach, mentor and share experience with team members- Keep abreast of economic trends in his or her region and any potential impact for the Bank’s clients- Keep abreast of changes made to policies, procedures and detailed processes and of trends in credit and regulatory issues that may have an impact on BDC
WHAT WE ARE LOOKING FOR- Bachelor’s degree in Commerce or Business Administration- Three to five years’ experience as an account manager in the banking sector- In-depth knowledge of banking products, services, policies, processes and procedures- Ability to analyze complex financial structures- Ability to identify and solve problems pro-actively with good judgment- Demonstrated flexibility to adapt to a changing environment- Good time management skills and ability to set priorities to meet tight deadlines- Cooperative attitude- Bilingualism (French and English) is an asset
INDHP
.
-
Portfolio Manager, Managed Programs
2 weeks ago
Montréal, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
Portfolio Manager, Managed Programs
7 days ago
Montréal, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
Portfolio Manager, Managed Programs
2 weeks ago
montréal, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE :Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients à...
-
Portfolio Manager, Managed Programs
1 week ago
Montréal, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE :Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients à...
-
Portfolio Manager, Managed Programs
2 weeks ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
Portfolio Manager, Managed Programs
2 weeks ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
Portfolio Manager, Managed Programs
1 week ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
IT Portfolio Manager
2 weeks ago
Montréal, Canada UAP Inc. Full time**Company Description** At UAP, we are transforming the industry with our modern technology solutions. As a leader, we constantly optimize the way we do business through robust IT systems that ensure efficiency, reliability, and superior service. Join our dynamic team of tech-savvy professionals and be part of our exciting journey where your technical skills...
-
Portfolio Manager
2 weeks ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeiA Financial Group is looking for a Portfolio Manager to join our aPMO to support our corporate sector. Do you have the ability to influence while developing lasting and effective partnerships? Do you have the adaptability, rigor and natural leadership skills that you want to bring to the table? A great opportunity is available to you! **Your...
-
Manager, Portfolio Management
2 days ago
Montréal, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...