Institutional client service and custody issue resolution anchor this Senior Analyst position with National Bank Trust’s Montreal-based Custody Operations team. Hybrid work and flexible scheduling are provided.

You will act as a primary contact for a portfolio of institutional clients across Canada. The work involves responding to custody requests, investigating root causes, and coordinating timely solutions. Solid experience with operational systems, reporting tools, positions, cash balances, and securities processing supports success in this role.

Key Responsibilities:

- Respond to daily custody requests from institutional clients
- Investigate transactional activities, positions, balances, and exceptions
- Provide timely client follow-up on identified root causes




- Coordinate resolutions across internal systems and business teams
- Attend client meetings, operational reviews, and due diligence exercises

Requirements:

- University degree in a relevant business or finance discipline
- At least five years of relevant professional experience
- Background in institutional client services within financial services
- Experience resolving complex custody operational issues
- Ability to analyze transactions using systems and reporting tools

Use institutional client service, operational analysis, and custody expertise to support National Bank Trust clients from Montreal.

📌 Institutional Client Services Custody Analyst (Montreal)
🏢 National Bank of Canada
📍 Montreal