Portfolio Analyst Uma

**Primary Locations**:Montreal, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
NBF Wealth Management is the 5th largest investment dealer in Canada in terms of assets under management. It has nearly 900 investment advisors at 90 branches across the country.

This National Bank sector offers its clients wealth management services and advice. You will report to the UMA (Unified Managed Accounts) Portfolio Manager.
- Do you like to innovate and think outside the box?
- Do you want to be part of a dynamic team?
- Do you want to join a dynamic team at National Bank and develop cross-disciplinary skills?

**Your role**:

- Execute programs to buy and sell securities in order to align portfolios with their investment policy.
- Prepare reports to analyze client accounts under management (asset allocation and performance).
- Verify and carry out deposit and withdrawal instructions, account coding and systematic investment plan monitoring.
- Help portfolio managers provide high-quality customer service to different stakeholders.
- Identify operational issues with the UMA platform and make recommendations to resolve them.
- Monitor discretionary accounts as needed.
- We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

**Competencies required**:

- Bachelor's degree in Finance or a related discipline and four years of relevant experience
- Canadian Securities Course and Conduct and Practices Handbook Course
- Good knowledge of financial markets and the retail financial advisory services industry
- Knowledge of Croesus, an asset
- Organizational and priority management skills
- Good analytical skills, ability to summarize information, curiosity and creativity
- Ability to offer quick and efficient service
- Bilingualism (French and English) required as you will deal regularly with partners located across Canada

**Your benefits**:
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

**We're putting people first**:
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
**Ready to live your ambitions?