Description
- Support the Lead Portfolio Manager in overseeing discretionary management programs, private pooled funds, and model portfolios.
- Advise Portfolio Managers and Wealth Management Advisors on portfolio management best practices, investment analysis, and risk management.
- Develop and enhance technology tools and automation solutions to improve operational efficiency, program oversight, and overall performance.
- Produce strategic analyses, reports, and recommendations to support decision-making and the continued evolution of portfolio management platforms.
- Design documentation, training materials, and communication tools, and ensure their effective distribution to key stakeholders.
- Collaborate with internal partners, including Compliance, Technology, Operations, Legal, and Senior Management teams, to ensure sound governance of investment programs.
National Bank Financial brings together specialists who work in an agile, proactive, and collaborative environment to seize opportunities, stay at the forefront of investment practices, and continuously improve processes.
Within the Portfolio Management sector, you will join a team recognized for its expertise, rigor, and strategic influence on portfolio managers and wealth management teams. Reporting to the Lead Portfolio Manager, you will play a key role in supporting discretionary management programs and advancing portfolio management tools and practices. We strive to provide maximum flexibility to support your work-life balance through a hybrid work environment and a flexible, adaptable schedule.
The Bank is committed to continuous development and internal mobility. Our personalized training programs, based on learning through experience, help you master your role and expand your areas of expertise. You will have access at all times to resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring programs.
Requirements- Master’s degree or Bachelor’s degree with a minimum of 10 years of experience in the securities industry, or an equivalent combination of education and experience.
- CFA designation or CIM® certification.
- Registered as a Portfolio Manager with the Canadian Investment Regulatory Organization (CIRO), or eligible for registration.
- Extensive experience in discretionary portfolio management, investment mandate analysis, and risk management.
- Strong knowledge of portfolio management, compliance, investment analysis, and risk monitoring platforms and tools.
- Demonstrated experience developing analytical reporting and automating processes using tools such as Power Automate or Power Apps.
* 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 * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
