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Portfolio Management Analyst
4 months ago
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.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us
