financial analyst

National Bank; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join a leading bank as a Senior Financial Analyst specializing in exchange-traded funds. In this role, you will analyze complex fund products, provide expert advice, and contribute to various projects while working in a collaborative and innovative environment. This is an excellent opportunity for an experienced analyst looking to make a significant impact in the financial sector.

Benefits

Flexible benefits including health and wellness programs

Insurance and pension plan

Employee share ownership

Community involvement opportunities

Telemedicine and virtual sleep clinics

Qualifications

• 5 years of relevant experience or equivalent education.
• Knowledge of mutual funds and exchange-traded funds.
• Experience in derivatives industry practices.

Responsibilities

• Analyze complex products held in exchange-traded funds.
• Participate in daily appraisals of exchange-traded funds.
• Provide specialised advice to involved parties.

Skills

Critical thinking

Problem-solving

Leadership rigor

Education

Bachelor’s degree in a related field

CFA designation

Tools

Excel

Job description

Title posted on Jobillico - Senior Financial Analyst

Posted on June 04, 2025 by Employer details National Bank

Job details

A career as a Senior Analyst - Exchange-traded Funds Valuation on the Rating & Valuation team at National Bank involves contributing to various deliverables by working in synergy with your team. Your leadership, experience in derivatives, the exchange-traded fund ecosystem, and financial knowledge will positively impact the client experience.

• Specialize in exchange-traded funds for the sector
• Analyze complex products held in exchange-traded funds
• Participate in the daily appraisal of exchange-traded funds
• Provide specialised advice to all involved parties
• Help open and integrate new exchange-traded funds
• Manage stakeholders effectively (internal and external)
• Train colleagues to ensure their succession (mentorship)
• Anticipate problems and develop solutions to mitigate risks
• Implement control mechanisms
• Participate in large-scale projects in the sector

Your team

You will be part of the Investment Funds Administration and Tax activities team, consisting of 19 colleagues, reporting to the manager of the Rating & Evaluation team. Our team is known for its dynamism, efficiency, and expertise in investment funds and financial products.

We promote continuous learning through on-the-job training, content, and collaboration with colleagues from diverse backgrounds. Growing with us means evolving in a respectful, transparent, and transformative environment that values collaboration, innovation, and client satisfaction.

Prerequisites

• Bachelor’s degree in a related field and 5 years of relevant experience, or an equivalent combination of education and experience
• CFA designation completed or in progress
• Knowledge of mutual funds and exchange-traded funds
• Knowledge of industry practices for derivatives
• In-depth knowledge of Excel
• Leadership rigor
• Critical thinking and problem-solving skills

Your benefits

In addition to competitive compensation, you will be eligible for flexible benefits including health and wellness programs, insurance, pension plan, employee share ownership, assistance programs, banking services, community involvement opportunities, telemedicine, and virtual sleep clinics.

Our work environment fosters collaboration, innovation, and employee feedback through surveys and ongoing communication.

Our values

We are a human-scale bank committed to making a positive impact. Our core values are partnership, agility, and empowerment, with inclusivity at the core. We offer accessible, barrier-free workplaces.

• Location: Montréal, QC
• Workplace: On-site
• Salary: Not available
• Start date: As soon as possible
• Vacancies: 1

Advertised until

2025-07-03

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