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Portfolio Manager

Apply now Job ID 14440872128 Date posted 09/15/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time


•    Do you have an interest in trading and investment risk management?
•    Are you motivated and passionate about the projects you undertake?
•    Are you motivated by challenges and do you enjoy juggling several priorities at once?

Joining National Bank Investments (NBI) means growing in a dynamic environment and having the opportunity to learn and progress within a team that values collaboration, innovation, risk-taking, the right to make mistakes, and client satisfaction. The words "impossible" and "status quo" are not part of our vocabulary.

NBI is an investment fund management firm committed to manufacturing and distributing mutual funds, exchange-traded funds, investment solutions, and services designed to help Canadian investors pursue their financial goals. Our role is to be the quarterback behind savings and investment initiatives across National Bank. 


Reporting to the Chief Risk and Execution Officer, your main responsibilities will include:

•    Participating in the transformation and optimization of trading processes at National Bank 
•    Monitoring our diversified index fund offering on a daily basis (from the front to the middle office)
•    Incrementally automating the daily reconciliation process
•    Bringing new perspectives to your team and contributing to its development
•    Working in a fast-paced, stimulating and diversified environment
•    Communicating with the operations team and dealing with settlement questions
•    Participating in the due diligence process for funds (for performance and/or legal purposes)
•    Participating in researching and developing new trading strategies


•    Bachelor's degree in finance (actuarial science or any other related field) and at least 2 years of relevant experience in the financial services sector or Master's degree or higher in finance (actuarial sciences or any other related field)
•    Chartered Financial Analyst  (CFA) or Chartered Investment Manager (CIM) obtained or in progress
•    Experience in process automation (Java and Python), focused on finance/trading
•    Detail-oriented, with strong analytical, organization and problem-solving skills
•    Excellent leadership and communication skills
•    Sense of initiative and team spirit
•    Strong programming skills, especially when it comes to features (back-end)
•    Strong ability to adapt to a constantly changing environment
•    Strong command of English and French (spoken/written), essential

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day. 

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.

National Bank values all aspects of diversity and sees it as a tremendous source of wealth. We want to offer an open, respectful work environment where all employees can achieve their full potential. Senior management has made a concrete commitment to promote this value across all sectors of the organization.  We're committed to providing accommodations as needed and ensuring accessibility during the recruitment process and after hiring.  If you have any specific needs, please let us know during our initial conversation and we'll be happy to accommodate you.


JobField: Wealth Management

Unposting Date: 2021-09-24

Job Number: FIN008ZI

Posting Date: 2021-09-15

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