Senior Business Management Analyst - Equity Group

Banque Nationale du Canada; Montreal; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

National Bank of Canada in Montreal seeks a Senior Business Management Analyst for the Equity Group to ensure BI data integrity, build robust reporting structures, and deliver customized profitability reports for clients and trading desks. The role emphasizes process optimization, automation, and system enhancements within a hybrid work model.

The successful candidate will partner with business heads, traders, and technology teams, onboarding client contracts and commission-sharing agreements

Qualifications

• Bachelor's degree in Accounting, Business, Economics and three years of relevant experience
• Excellent leadership, interpersonal, client service and communication skills
• Excellent Excel, analytical, data transformation, summarization & visualization skills
• Experience with commission management, trading platforms, and operational systems

Responsibilities

• Support Equities group with BI data integrity for financial reporting and profitability analysis
• Configure BI data structures for accurate commission reporting and client/desk reporting
• Identify process improvements, automation, and system enhancements
• Lead projects for trading desk business development and performance analysis

Skills

Leadership & collaboration

Client service

Communication

Excel & BI analytics

Data transformation & visualization

Education

Bachelor's degree in Accounting, Business, Economics

Tools

Excel

Job description

Senior Business Management Analyst - Equity Group

Hybrid

Job number

36374

Category

Intermediate Professional

Status: Permanent

Schedule: Full-Time

22-Oct-2026

Area(s) of interest: Advisory services, Commercial banking, Capital Markets and treasury

Location(s): Montreal

The Capital Markets Business Management team provides institutional clients with the highest quality of service and supports multiple trading desks and groups including Institutional Equities, Options, ETF Market Making, Electronic Trading, Program Trading, Financial Products and Equity Capital Markets.

The Senior Business Management Analyst supports the Equities group, with a focus on ensuring the integrity and accuracy of business intelligence data. The role is responsible for accurate reporting for Financial Statements, establishing the structure of our business intelligence tool for optimal commission reporting, profitability analysis, producing customized reporting for clients and trading desks, and identifying opportunities to improve efficiency through process optimization, automation, and system enhancements.

Your role:

Business Management

• Work closely with Business Heads, Traders, Sales, Trading Support, and Technology Support teams in various sectors within Capital Markets
• Manage Onboarding of client contracts, commission-sharing agreements and new products
• Ensure Business Intelligence (BI) data integrity of trades & commission for Financial Reporting, profitability analysis, and institutional client / desk performance metrics
• Monitor Trade flow, resolve systemic operational data anomalies, and build robust data quality frameworks for accurate reporting
• Analyze exchange, brokerage, and commission fees for profitability

Projects and Initiatives

• Subject Matter Expert in strategic initiatives involving business partners
• Provide recommendations for project execution strategy and process improvements
• Produce customized reports for clients, desks and profitability analysis
• Lead business development projects for the trading desk

Process Improvement, Automation & System Enhancements

• Optimize and automate processes through technology and AI tools
• Configure logic for commission management tools and establish data integrity rules
• Maintain procedures & controls for Audit and Business Continuity
• Test and implement system enhancements

Prerequisites

• Bachelor's degree in Accounting, Business, Economics, and three years of relevant experience in a related field
• Experience in Capital Markets or a fast-paced, evolving environment
• Excellent leadership, interpersonal, client service and communication skills
• Excellent Excel, analytical, data transformation, summarization & visualization skills
• Strong problem-solving & organizational skills, and high attention to detail
• Experience with commission management & trading platforms & operational systems
• Process improvement, automation, and AI tool skills

Languages:

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

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Communication Data Analysis Emotional Intelligence Microsoft Excel Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Active collaboration Listening Number Sense

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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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