Director Portfolio management

Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid-sized private companies with complex financing needs exceeding $20 million.

Your Role :

• Support directors in setting up new financing files and throughout all stages of monitoring and renewing files.
• Act as an expert by leveraging your knowledge and extensive professional experience to provide clients with the advice they need.
• Help clients achieve their business goals by proposing financial strategies based on the most appropriate combination of specialized financing products.
• Provide expertise in financing structure, financial analysis, and all aspects of file evaluation.
• Identify risks and make recommendations to the credit committee in accordance with the Bank’s policies.
• Demonstrate a high level of collaboration and actively contribute to the achievement of your business unit’s objectives.
• Participate in preliminary meetings and present financing proposals to mid-sized and large private companies with financing needs.
• Assist in preparing files, including due diligence reviews, financial analyses, and the implementation of appropriate financing structures.
• Take part in negotiations with internal and external stakeholders (credit committees, clients, legal and financial advisors, other financial institutions, syndication departments, etc.).
• Actively participate in all stages of monitoring and renewing existing credit facilities.
• Use credit risk profitability assessment tools to ensure compliance with financing and risk management policies and standards.

Your Team:

Within the National Clients Group, you’ll be part of a large team of 40 colleagues and report to the Managing Director & Head, Eastern Quebec, National Client Group. Our team stands out for its commitment to operational excellence and customer satisfaction. Access to colleagues with diverse expertise, experiences, and backgrounds will enrich your development from every perspective.

Requirements :

• Completed bachelor’s degree related to the field and 7 years of relevant experience, or a completed master’s degree related to the field and 5 years of relevant experience.
• Experience in financial analysis (financial statements, projections, etc.).
• Experience in commercial credit and knowledge of the Commercial Banking sector.
• Experience with complex financing structures (business acquisitions, LBOs, senior residence financing, etc.).
• Ability to work with financial models in Excel.