Senior Financial Analyst Derivatives Products

Banque Nationale du Canada; Montreal; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading bank in Canada is looking for a Senior Analyst – Investment Fund derivatives to join their Rating & Appraisal team. The role involves specializing in derivatives, analyzing complex products, and providing specialized advice while training colleagues. You will be part of a dynamic team valuing collaboration and continuous learning in a hybrid work environment.

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

• 5 years of relevant experience or equivalent combination of education and experience.
• CFA designation completed or in process.
• 3 to 6 years' experience in derivatives.

Responsibilities

• Specialize in derivatives for the sector.
• Analyze complex products held in the funds.
• Train colleagues to ensure their own succession.

Skills

Critical Thinking

Derivatives

Finance

Fund Administration

Leadership

Microsoft Excel

Problem Solving

Stakeholder Management

Teamwork

Accounting

Empathy

Initiative

Learning Agility

Resiliency

Rigor

Education

Bachelor’s degree in a related field

Job description

Hybrid

Job number

26795

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

03-Jun-2025

City

Montreal

Province/State

Area of Interest: Finance and accounting

A career as a Senior Analyst – Investment Fund derivatives on the Rating & Appraisal team at National Bank means contributing to the achievement of various deliverables by working in synergy with your team. Your leadership, experience in derivatives and knowledge of finance will have a positive impact on the client experience. Your job

• Specialize in derivatives for the sector
• Analyze the most complex products held in the funds
• Participating, under the leadership of the Senior derivatives Analyst developing a plan to properly assess complex products
• Provide specialised advice to all parties involved
• Help open and integrate new funds (mutual or exchange-traded)
• Effectively manage stakeholders (internal and external)
• Train colleagues to ensure their own succession (be a mentor)
• Anticipate problems and develop solutions to mitigate risks
• Implement control mechanisms
• Participate in the various large-scale projects in the sector

Your team Investment Funds Administration and Tax activities you are part of a team of 19 colleagues and report to the Manager of the Rating & Evaluation team. Our team stands out for its dynamism, efficiency in delivering daily deliverables and expertise in the investment funds and financial products they hold. We favour a variety of forms of continuous learning to enhance your development, including on-the-job learning, training content and working with colleagues with diverse backgrounds and expertise. Growing with us means evolving in a context of transformation that is respectful and transparent. Learning and development within an agile team that values collaboration, innovation and client satisfaction. Prerequisites

• Bachelor’s degree in a related field and 5 years of relevant experience or any other combination of education and experience deemed equivalent
• CFA designation completed or in the process of being obtained
• 3 to 6 years' experience in derivatives
• Knowledge of mutual and exchange-traded funds
• Knowledge of practises the industry in terms of derivatives
• In-depth knowledge of Excel
• Leadership and discipline
• Critical mindset focused on problem solving

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.

Skills

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Critical Thinking Derivatives Finance Fund Administration Leadership Microsoft Excel Problem Solving Stakeholder Management Teamwork Accounting Empathy Initiative Learning Agility Resiliency Rigor

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?

For an environment that supports your career path

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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