Portfolio Manager

NBC; Montreal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Join a leading financial institution as a Portfolio Manager, where you'll engage with diverse clients and provide specialized financial strategies to drive their success. In a supportive and collaborative team environment, you'll leverage your expertise to navigate complex financing challenges and contribute to meaningful projects across Canada.

Benefits

Health and wellness programs

Employee share ownership

Assistance programs

Community involvement opportunities

Qualifications

• 7 years of relevant experience with Bachelor's, or 5 years with Master's.
• Experience in complex trade credit and acquisition loans.
• Ability to analyze complex financial models.

Responsibilities

• Collaborate to provide strategic support and financial strategies.
• Develop funding strategies for sector-specific needs.
• Negotiate with internal and external stakeholders.

Skills

Client Focus

Communication

Negotiation

Financial Analysis

Interpersonal Skills

Education

Bachelor's degree related to the industry

Master’s degree (preferred)

Job description

Area of Interest: Advisory services, Commercial banking

A career in the Specialized Groups of the Commercial & Private management sector offers the opportunity to work with leading players in sectors such as Technology & Innovation, Health, Agri-food, Creative Industries, and Professional Firms on financing projects ranging from $1 to over $200 million.

As a Portfolio Manager within Specialized Groups, you will collaborate with colleagues to provide strategic support to companies across Canada. Your diverse and complex tasks will help you become a trusted advisor to companies transforming the world.

Your responsibilities include:

• Playing a consulting role aligned with client needs by leveraging your professional expertise.
• Achieving clients' business objectives by proposing financial strategies using a mix of specialized financing products.
• Developing sector-specific funding strategies and guidelines to support VPAs.
• Supporting account managers and senior managers during the implementation and monitoring of financing files.
• Identifying financial risks and recommending measures to mitigate them.
• Preparing financing files, analyzing, and structuring financing solutions for companies.
• Participating in client meetings and presenting financing options, in collaboration with account managers.
• Negotiating with internal and external stakeholders, including legal advisors, financial institutions, and clients.
• Using risk and profitability assessment tools to ensure compliance with policies and standards.

Team environment:

You will be part of a large, expert team within the structured financing group, reporting to the Director of credit risk underwriting. Our team specializes in complex credit structuring and operates in a hybrid work model.

We offer experiential training programs, practical case studies, and ongoing learning opportunities, supported by a diverse group of experienced colleagues.

Basic requirements:

• Bachelor's degree related to the industry with 7 years of relevant experience, or Master’s degree with 5 years of relevant experience.
• Experience in complex trade credit and acquisition loans, with knowledge of business products and services.
• Ability to analyze complex financial models.
• Experience in customer service, negotiation, and business development.
• Strong organizational skills to manage priorities and deadlines.
• Interpersonal skills and a team-oriented attitude.
• Knowledge of capital market debt instruments and syndicated financing is advantageous.

Languages: Ability to serve clients speaking languages other than French is required.

Key skills include: Accountability, client focus, communication, diversity & inclusion, results orientation, emotional intelligence, empathy, humility, initiative, learning agility, resiliency, teamwork.

In addition to competitive compensation, we offer a wide range of flexible benefits, including health and wellness programs, employee share ownership, assistance programs, banking services, community involvement opportunities, and more.

Our work environment fosters collaboration, innovation, and inclusivity, with accessible facilities and processes to support all candidates and employees.

We welcome all candidates and are committed to accessibility and accommodation during the recruitment process.