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
- Good 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.
Portfolio Management Analyst UMA in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
