A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio performance, the client experience, and those who entrust us with their investments.
Your role:
Contribute to the development and improvement of the UMA platform and UMA management mandates
Participate in the UMA investment committee
Adjust and trade models when necessary
Coach senior analysts and serve as a resource for them
Resolve various issues and problems encountered by platform users
Execute and/or supervise programs for the purchase and sale of securities, private funds, etc., to align portfolios with their investment policies
Ensure effective communication for advisors regarding portfolio integration progress or other operations on the UMA platform
Identify operational issues, formulate recommendations to resolve them, and implement solutions
Your team:
Within the UMA program, you will be part of a team of 14 colleagues and report to the Head Portfolio Manager at NBF. Our team stands out for its expertise in portfolio management and the satisfaction of investment advisors who use our investment solutions.
We promote a variety of continuous learning opportunities to enhance your development, including on-the-job learning, access to internal and external training resources, and collaboration with colleagues from diverse backgrounds and areas of expertise.
Prerequisites:
Master’s or Bachelor’s degree in finance or a related discipline
Six (6) years of relevant experience
Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH)
Possession of CFA or CIM certification
Excellent knowledge of financial markets and the financial advisory industry for individuals
Familiarity with National Bank's products, systems, and services is desirable
Proficiency in the MS Office suite (Word, Excel, PowerPoint, and Outlook)
Strong analytical and synthesis skills
Demonstrate curiosity, creativity, and proactivity
High level of autonomy and initiative
Ability to work under pressure and in a team
Attention to detail and accuracy
Inclination to provide fast and efficient service
Strong communication and writing skills in both languages
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!!