Description
As a Senior Analyst in the Portfolio Management team at National Bank Financial, you will act as a specialist in portfolio management oversight. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a positive impact on the quality of portfolio management provided to National Bank Financial clients.
Your role
- Participate in the calculation and analysis of portfolio manager performance.
- Contribute to the quarterly oversight of various investment solutions (compliance with investment policy statements, performance, etc.).
- Help verify that transactions comply with investment policy statements prior to execution.
- Review and validate financial data for client publications.
- Cross-reference and analyze data from various sources and produce reports (periodic and on-demand).
- Perform any other related tasks.
Within the Portfolio Management sector, you will report to the Senior Portfolio Manager. Our team stands out for its expertise and unique blend of portfolio management and oversight.
We prioritize various forms of continuous learning to enhance your development, including experiential learning and collaboration with colleagues from diverse expertise and backgrounds.
Prerequisites
- Bachelor's degree in Business Administration or a related field, combined with 3 years of experience.
- Knowledge of financial markets and securities regulations.
- Proficiency in advanced Excel functions, including VBA (required); knowledge of Power BI, SQL, and Python (an asset).
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), or a commitment to complete them within 12 months.
- Bilingualism is necessary due to regular interactions with colleagues across Canada.
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
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!!
