Portfolio Manager
at National Bank of Canada
Montréal, QC, Canada -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 19 Jan, 2025 | Not Specified | 19 Oct, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
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.
Responsibilities:
- 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
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Banking / Insurance
Accounts Management
Graduate
Proficient
1
Montréal, QC, Canada
