Portfolio Management Analyst

3 days ago

Montréal, Canada National Bank of Canada Full time

A career as a portfolio management analyst at National Bank Financial (NBF) is mainly about supporting portfolio managers and serving NBF's investment advisors and their clients. This National Bank sector offers its clients wealth management services and advice.

**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.

**Your team**:
You will report to the UMA (Unified Managed Accounts) Portfolio Manager. and are part of a team of 13 people, including 10 analysts and 3 portfolio managers.

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.

**Prerequisites**:

- Bachelor's degree in Finance or a related discipline and three 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

**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
- Opportunities to get involved in community initiatives
- 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.

Come live your ambitions with us

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