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National Bank of Canada
Portfolio Administration Manager at NBINNational Bank of Canada • Toronto, Canada
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Portfolio Administration Manager at NBIN

Portfolio Administration Manager at NBIN

National Bank of Canada • Toronto, Canada
12 days ago
Job type
  • Full-time
Job description
Elevate your career at National Bank Independent Network (NBIN) as a Manager of Portfolio Administration and Overlay Managed Accounts. Lead a specialized team to provide operational excellence in managed accounts.

This hybrid role emphasizes leadership within the portfolio administration team, focusing on complex account issues, operational governance, and risk control. You will ensure accuracy and scalability in managing Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA). A deep knowledge of day-to-day portfolio activities is crucial for success in this position.

Key Responsibilities: • Own portfolio model governance framework and change management • Act as escalation point for operational and financial risk issues • Lead initiatives for platform improvements and automation enhancements • Oversee operational execution in collaboration with Trading • Identify and implement solutions for operational inefficiencies

Requirements: • Bachelor’s degree with 6+ years in operations or wealth management • Experience in managed account administration • Proficient in portfolio management and trading platforms • Strong analytical skills with advanced Excel capabilities • Proven ability to manage operational risk and controls

Combine your experience in portfolio administration and people leadership to make a meaningful impact at NBIN. #J-18808-Ljbffr
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Portfolio Administration Manager at NBIN • Toronto, Canada

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