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Portfolio Management Advisor

Job in Laval, Province de Québec, Canada
Listing for: National Bank
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Portfolio Management Advisor At National Bank

Elevate your career with National Bank as a Technical Advisor, specializing in portfolio management. This hybrid role emphasizes insurance monitoring and operational platform support. Become part of the Administrative Support team within Global Credit Markets in Montreal. Your key contributions will impact data integrity and operational efficiency.

Key Responsibilities
  • Oversee updates of deal information across systems
  • Track maturities and key portfolio prices
  • Create and distribute reports through CIBA
  • Monitor insurance policies, premiums, and invoices
  • Facilitate Loan IQ customer setups and instructions
Requirements
  • College diploma or bachelor's degree in relevant field
  • Experience with in banking operations preferred
  • Robust proficiency in Microsoft Office tools
  • Excellent organizational and problem-solving skills
  • Attention to detail and ability to manage priorities

Drive operational success within portfolio management at National Bank.

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