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 and are part of a team of 13 people, including 10 analysts and 3 portfolio managers. 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: French, English Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French. Adaptable group insurance Generous pension plan 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.

📌 Portfolio Management Analyst (Montreal)
🏢 National Bank of Canada
📍 Montreal