Senior Investment Analyst

A career as Senior Investment Analyst in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for our current and prospective ultra high net worth clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing prompt responses to Wealth Advisor inquiries based on client needs, your ability to build strong trusting relationships and your knowledge of financial markets and investment solutions.

Your job:

• Support the ultra-high net worth client base and growth initiatives across Canada both with internal and external partners.
• Work closely with Wealth Advisors and Portfolio Managers to increase the assets under management of the assigned portfolio by offering investment management advisory services in line with client needs.
• Work with Wealth Advisors and Portfolio Managers to develop sound and customized portfolio solutions and investment strategies to match client investment objectives.
• Rigorously analyze potential client investment needs and develop marketing material to present the investment service offering and proposed personalized investment portfolio.
• Ensure continuous monitoring of investment portfolios and establish frequent contacts with Wealth Advisors to follow the evolution of their client needs and adapt solutions accordingly.
• Provide exceptional execution, both in terms of speed, accessibility and accuracy
• Execute market transactions and understand fixed income and equity market technicalities and trading parameters.

• Keep updated on the markets and investment offering through CIO, National Bank Investments, and our Economist and Research groups publications.

Your team:

Within the Commercial & Private Banking 1859 sector, you are part of the Portfolio Management group and you report to the Portfolio Manager & Director of Private Banking 1859.

Our team stands out for its dedication and expertise.  This position is based in Montreal and will likely require travel to cities across Canada.

Prerequisites:

• Bachelor's degree in a related field and a minimum of 7 years of relevant experience OR master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training.
• Excellent knowledge of investment products and mastery of financial markets and economics.
• Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Excellent PowerPoint and Excel skills; building client presentations and materials
• Knowledge of FactSet and Refinitiv Workspace, an asset
• Holding another professional title: CFA, CIM, CPA, Pl.Fin very desirable
• Experience with ultra-high net worth clients and/or entrepreneurs and family offices, an asset
• Ability to develop trusting and lasting relationships

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!