Technical Advisor in Portfolio Management

Advance your career as a Technical Advisor in Portfolio Management at National Bank. This hybrid role focuses on data management and operational support to boost team efficiency.
Located in Montreal, National Bank is seeking a Technical Advisor to join its Administrative Support team. You’ll be responsible for maintaining deal information, tracking portfolio data, and ensuring data integrity. Strong communication and organizational skills will be essential as you manage reports and follow-ups with brokers and directors.
Key Responsibilities:
• Maintain and update deal information across systems
• Track repricing, maturities, and portfolio data
• Distribute and support the 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 Microsoft Offi...