Director Portfolio Management – National Client Group

National Bank of Canada; Montreal; On-site; CAD 120,000 - 180,000; Full time

Job summary

Join a prominent financial institution as a Director in Portfolio Management for the National Client Group. You'll be responsible for providing expert financial strategies to medium and large enterprises, ensuring effective financial solutions and risk management. This role requires extensive experience in financial analysis and commercial credit arrangements, with a focus on collaboration and operational excellence within a diverse team.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• 7 years’ relevant experience or 5 years' with master's degree.
• Experience in financial analysis of statements and projections.
• Ability to manipulate financial models.

Responsibilities

• Act as an expert advisor for financial strategies.
• Support Directors in financing setup and monitoring.
• Participate in negotiations with stakeholders.

Skills

Financial analysis

Commercial credit

Complex financing structures

Collaboration

Risk identification

Education

Bachelor's degree in a related field

Master's degree in a related field

Tools

Excel

Job description

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The Director Portfolio Management – National Client Group, will work closely with the teams’ Directors. You'll act as an expert advisor and suggest financial strategies that meet the complex needs of medium and large private enterprises with financing needs of more than $20 million.

• Support Directors when setting up new financings and at all stages of file monitoring and renewal
• Act as an expert advisor, leveraging your knowledge and extensive professional experience to provide clients with the advice they need
• Help your clients achieve their business objectives by proposing financial strategies based on the most suitable combination of specialized financing products
• Provide expertise in the areas of financing structure, financial analysis and all aspects of file analysis
• Identify risks and make recommendations to the credit committee in accordance with Bank policies
• Demonstrate a high level of collaboration and actively participate in achieving your business unit's objectives
• Participate in preliminary meetings and present financing proposals to medium and large private enterprises that have financing needs of more than $20 million.
• Help prepare files including due diligence reviews, financial analysis and setting up appropriate financing structures
• Participate in negotiations with internal and external stakeholders (credit committees, clients, legal and financial advisors, other financial institutions, syndication departments, etc.)
• Actively participate in all stages of monitoring and renewing existing credits
• Use credit risk profitability assessment tools to ensure compliance with financing and risk management policies and standards

Your team :

Within the National Client Group, you will be part of a large team of 40 colleagues and report to a Managing Director and Co-Head Western Quebec. Our team stands out for its commitment to operational excellence and customer satisfaction. Access to colleagues with different expertise, experiences, and diverse profiles will enrich your development from all perspectives.

Basic requirements :

• Completed bachelor's degree in a related field and 7 years’ relevant experience or completed master's degree in a related field and 5 years' relevant experience.
• Experience in financial analysis (financial statements, projections, etc.)
• Experience in commercial credit and knowledge of the Commercial Banking sector
• Experience with complex financing structures (business acquisition, LBO, project financing, etc.)
• Ability to manipulate financial models in Excel

The Director Portfolio Management – National Client Group, will work closely with the teams’ Directors. You'll act as an expert advisor and suggest financial strategies that meet the complex needs of medium and large private enterprises with financing needs of more than $20 million.

• Support Directors when setting up new financings and at all stages of file monitoring and renewal
• Act as an expert advisor, leveraging your knowledge and extensive professional experience to provide clients with the advice they need
• Help your clients achieve their business objectives by proposing financial strategies based on the most suitable combination of specialized financing products
• Provide expertise in the areas of financing structure, financial analysis and all aspects of file analysis
• Identify risks and make recommendations to the credit committee in accordance with Bank policies
• Demonstrate a high level of collaboration and actively participate in achieving your business unit's objectives
• Participate in preliminary meetings and present financing proposals to medium and large private enterprises that have financing needs of more than $20 million.
• Help prepare files including due diligence reviews, financial analysis and setting up appropriate financing structures
• Participate in negotiations with internal and external stakeholders (credit committees, clients, legal and financial advisors, other financial institutions, syndication departments, etc.)
• Actively participate in all stages of monitoring and renewing existing credits
• Use credit risk profitability assessment tools to ensure compliance with financing and risk management policies and standards

Your team :

Within the National Client Group, you will be part of a large team of 40 colleagues and report to a Managing Director and Co-Head Western Quebec. Our team stands out for its commitment to operational excellence and customer satisfaction. Access to colleagues with different expertise, experiences, and diverse profiles will enrich your development from all perspectives.

Basic requirements :

• Completed bachelor's degree in a related field and 7 years’ relevant experience or completed master's degree in a related field and 5 years' relevant experience.
• Experience in financial analysis (financial statements, projections, etc.)
• Experience in commercial credit and knowledge of the Commercial Banking sector
• Experience with complex financing structures (business acquisition, LBO, project financing, etc.)
• Ability to manipulate financial models in Excel

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
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• 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!

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Banking

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