National Bank Investment Analyst

Position: National Bank Investment Analyst Opening
Step into a vital role as an Investment Analyst with National Bank Financial – Wealth Management. Your passion for finance will drive positive client outcomes through strategic investment management.

Based in Lac-Mégantic, you will connect with a dynamic team of portfolio managers to analyze individual stocks and exchange-traded funds. This position demands keen analytical thinking and the ability to produce detailed financial reports while contributing to bi-monthly investment committee meetings. Ongoing training and collaborative learning opportunities will further enhance your skillset.

Key Responsibilities:

• Track various securities for investment portfolios

• Regularly update and create model portfolios

• Measure portfolio performance metrics

• Generate concise and informative financial reports

• Assist managers in client recommendations

Requirements:

• Bachelor's degree in Finance or a related field

• Minimum three years of experience in securities

• Must complete the Canadian Securities Course

• CFA or CIM designation preferred

• Familiarity with Croesus 8+ asset

Elevate client investment strategies and grow your analytical acumen at National Bank Financial.
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