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. National Bank Financial – Wealth Management (NBFWM) is a leading player in wealth management in Canada. Present from coast to coast, it brings together more than 900 wealth management advisors and manages over 200 billion dollars in assets. 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: Reason to require this language:



you will need to discuss frequently with our service providers or partners who speak a language other than French. In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of versatile benefits to help promote your wellbeing and that of your family such as:
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. Why work at National Bank? For an environment that supports your career path 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. National Bank of Canada 2.96K subscribers Sign up to get information on what’s new for your career and our events.

📌 Portfolio Analyst Credit (Canada)
🏢 National Bank of Canada
📍 Canada