Support portfolio managers at National Bank Financial with securities trading and account analysis for wealth management clients. Apply financial markets knowledge within the UMA team.
As a Portfolio Management Analyst, you will support portfolio managers and serve investment advisors and clients. You will work with asset allocation, performance reporting, account instructions, and systematic investment plans. The role reports to the UMA Portfolio Manager within a 13-person team.
Key Responsibilities: Execute security purchases and sales according to investment policies
Prepare client account allocation and performance reports
Verify deposits, withdrawals, coding, and systematic investment plans
Support high-quality service for portfolio stakeholders




Identify UMA platform issues and recommend solutions
Requirements: Bachelor's degree in Finance or related discipline
Three years of relevant experience
Canadian Securities Course and Conduct and Practices Handbook Course
Valuable knowledge of financial markets and retail advisory services
Organizational, analytical, prioritization, and summarization skills
Bring securities execution, portfolio reporting, and analytical skills to National Bank Financial's wealth management team.

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📌 Portfolio Management Analyst UMA (Quebec City)
🏢 National Bank of Canada
📍 Quebec City