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    Portfolio Analyst - Montréal, QC, Canada - Banque Nationale du Canada

    Banque Nationale du Canada
    Banque Nationale du Canada Montréal, QC, Canada

    2 weeks ago

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    Description

    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.
    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.
    Monitor discretionary accounts as needed.
    You will report to the UMA (Unified Managed Accounts) Portfolio Manager. 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.
    Bachelor's degree in Finance or a related discipline and three years of relevant experience
    Good knowledge of financial markets and the retail financial advisory services industry
    Knowledge of Croesus, an asset
    Organizational and priority management skills


    Languages:
    ~ French

    Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

    Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork

    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.

    Flexible group insurance
    Generous pension plan
    Preferential banking services
    Opportunities to get involved in community initiatives
    Virtual sleep clinic
    Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Why work at National Bank?

    This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

    We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.

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