Search jobs > Montreal, QC > Portfolio manager

Portfolio Manager

Banque Laurentienne
Montréal, QC, CA
$250K a year (estimated)
Full-time

Seeing beyond numbers™

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive.

Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States.

We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

Laurentian Bank of Canada, a financial institution with a solid position in the province of Quebec, pursues its growth with a particular focus on excellence.

The Business Services Department is defined by its specialized representatives in niche markets, whose ability to propose innovative solutions sets them apart.

The Bank has made the Business Services Department one of its strategic growth vectors, with the objective of increasing its commercial loan portfolios.

Responsibilities :

As a member of the Business Services team, the incumbent will be asked to assimilate the knowledge required for understanding, preparing and drafting commercial credit files.

By participating in business model analysis, financial analysis, risk management and guarantee assessments, the incumbent will serve as a key resource for the Senior Manager, Portfolio Management and Account Manager, Business Development.

The Manager, Accounts Analysis, will have to complete the following tasks :

  • Complete the underwriting of new transactions and conduct annual reviews of files and amendments within the prescribed deadlines.
  • Enter clients’ financial statements and financial projections in the risk rating calculator.
  • Perform financial analyses based on financial statements and financial projections, perform sensitivity analyses and make comparisons with industry standards for this business segment.
  • Identify and analyze risks associated to client activities and propose risk management solutions.
  • Follow up on irregularities in client portfolios.
  • Follow up on the implementation of securities in accordance with credit authorization conditions.
  • Participate in meetings and conference calls with clients.
  • Be involved in the integrity and compliance processes (Code of Conduct, internal policies).
  • Perform the work according to the specific goals while complying with current legislation and the Bank’s policies, programs and processes.

Qualifications :

  • At least three years of experience
  • University degree in a relevant field (e.g., finance, accounting or economics)
  • Strong writing skills (required)
  • Ability to work as part of a team; a positive attitude
  • Proven intellectual curiosity and critical-thinking skills
  • Strong interest in finance and good analytical skills
  • Knowledge of Microsoft Office suite
  • Strong written and oral communication skills in English and French
  • Qualifications

Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering :

  • The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
  • Total compensation : Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
  • Work model : We prioritize a hybrid work model based on business needs.
  • Stock purchase plan : Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
  • Time off : In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees.
  • Health and wellness : Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
  • Group insurance and pension : We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
  • Financial benefits : As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products.

Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority.

Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive.

To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

13 days ago
Related jobs
Promoted
Bloomridge
Montreal, Quebec

We are looking for an experienced portfolio manager / relationship manager with an existing portfolio of clients to join our team. Existing relationships and a portfolio of clients. Analytical Skills, Finance, and Portfolio Management. ...

The Skyline Group of Companies
Montreal, Quebec

Viens faire partie de Skyline – Créer des carrières et des communautés!   We’re growing!! And looking for passionate, driven and energetic candidates to join our team for the position of Associate Portfolio Manager for our commercial properties located throu...

Sanofi
Laval, Quebec

Portfolio Innovation Brand Manager. Portfolio Innovation Brand Manager. The Portfolio Innovation Manager works closely with the Canadian Commercial team to drive winning ideas for breakthrough innovation to drive sustainable sales growth and profitability on assigned brands – transforming new produc...

Pfizer
Kirkland, Quebec

Hospital Contracting & Portfolio Manager. We are looking for a talented and motivated individual to join our Primary Care Business in a full-time capacity as a Contracting & Portfolio Manager. Portfolio Strategy: Provide strategic and operational insight and support within our Primary Care b...

Personnel Alter Ego
Montreal, Quebec

Offering a work environment that values integrity and respect for people, our client is looking for the ideal candidate for a portfolio manager position in commercial property and casualty insurance to join a dynamic team. In the event of a change of portfolio manager, ensure the transition and intr...

Pfizer
Kirkland, Quebec

Senior / Portfolio Marketing Manager. The Senior / Portfolio Marketing Manager will be accountable to support the commercial strategic imperatives of the business, by delivering plans, tactics and working on timely implementation/execution of these plans. The Senior / Portfolio Marketing Manager wil...

Pfizer
Kirkland, Quebec

Hospital Contracting & Portfolio Manager. We are looking for a talented and motivated individual to join our Primary Care Business in a full-time capacity as a Contracting & Portfolio Manager. Portfolio Strategy: Provide strategic and operational insight and support within our Primary Care business,...

Pfizer
Kirkland, Quebec

Senior / Portfolio Marketing Manager. The Senior / Portfolio Marketing Manager will be accountable to support the commercial strategic imperatives of the business, by delivering plans, tactics and working on timely implementation/execution of these plans. The Senior / Portfolio Marketing Manager wil...

Tom Ford
CA

Marketing Manager LUXE Portfolio (12 Month Contract) - Toronto (Hybrid). Working with the Director of Marketing, the Sr Marketing Manager is primarily responsible for the Tom Ford Beauty brand in Canada and has extended responsibilities overseeing the Luxe growth brands (Kilian Paris, Frederic Malle...

Tom Ford
Canada

Responsibilities focus on the planning and execution of all 360°marketing programs, ensuring alignment with the North America marketing objectives to increase sales, grow market share and improve addition to their primary brand responsibilities, the Sr Marketing Manager will oversee and develop the...