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Technical Advisor – Portfolio ManagementNational Bank • Montreal, Québec, Canada
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Technical Advisor – Portfolio Management

National Bank
  • CA
    Montreal, Québec, Canada
  • CA
    Montreal, Québec, Canada
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About

A career as a Technical Advisor, Administrative Support - Portfolio Management at National Bank means supporting activities related to insurance monitoring, data management, and operational platforms. In this role, you contribute directly to operational efficiency, risk control, and data integrity.

Your job

  • Maintain and update deal information across Debt Domain and other systems
  • Track repricing, maturities, and key portfolio data
  • Distribute reports and support their production via the internal platform (CIBA)
  • Record and monitor insurance data (policies, premiums, invoices)
  • Perform follow-ups with Directors, business lines, and brokers
  • Validate insurance invoices and track premium payments
  • Support Loan IQ activities (customer setup, payment instructions)
  • Manage electronic documentation and ensure data quality
  • Contribute to the development and maintenance of operational procedures

Your team

You will be part of the Administrative Support team within Global Credit Markets based in Montreal. The team stands out for its strong operational discipline, collaboration with multiple business lines, and key role in supporting portfolio activities.

You will work in a structured, multi-platform environment where data accuracy and follow-ups are critical. A hybrid work model is offered, along with structured onboarding and training to support your development within the team.

Prerequisites

  • College diploma (DEC) or bachelor’s degree in business, finance, or related field
  • Experience in banking operations or loan administration (asset)
  • Proficiency in Microsoft Office
  • Ability to manage multiple priorities in a structured environment
  • Detail oriented with excellent organizational, problem solving and communication skills
  • Strong attention to detail and organizational skills


Your benefits

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

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and family assistance program

* Preferential banking services

* Involvement in community initiatives

* Telemedicine service

* 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?


Join us!

  • Montreal, Québec, Canada

Languages

  • English
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