Technical Advisor for National Bank's Portfolio

Elevate your career with National Bank as a Technical Advisor in Portfolio Management. This position combines data management and operational support within a hybrid work model aimed at enhancing efficiency.
As part of the Administrative Support team located in Montreal, you will play a critical role in ensuring data integrity and effective communication across teams. Your responsibilities will include updating deal information, tracking portfolio metrics, and validating insurance invoices, ensuring client-facing activities run smoothly.
Key Responsibilities:
• Maintain and update deal information across systems
• Track repricing, maturities, and portfolio data
• Distribute and support production of reports via CIBA
• Record and monitor insurance policies and premiums
• Manage follow-ups with brokers and Directors
Requirements:
• DEC or bachelor’s degree in finance or business
• Familiarity with banking operations or loan administration
• Proficient in ...