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Description

The Director Portfolio Management supports other directors in managing and renewing financing files, acts as an expert resource for large and mid-sized private companies with complex financing needs exceeding $20 million, and proposes financial strategies to help clients achieve their business goals. Key responsibilities include providing expertise in financing structures, financial analysis, risk identification, and presenting financing proposals. The role also involves participating in negotiations with various stakeholders and ensuring compliance with financial and risk management policies.

What We're Looking For

Support directors in setting up new financing files and throughout all stages of monitoring and renewing files. Act as an expert resource, leveraging knowledge and professional experience to advise clients. Help clients achieve business goals by proposing financial strategies with specialized financing products. Provide expertise in financing structure, financial analysis, and file evaluation. Identify risks and make recommendations to the credit committee. Collaborate actively to achieve business unit objectives. Participate in preliminary meetings and present financing proposals to mid-sized and large private companies. Assist in preparing files, including due diligence reviews, financial analyses, and implementing financing structures. Take part in negotiations with internal and external stakeholders. Actively participate in all stages of monitoring and renewing existing credit facilities. Use credit risk profitability assessment tools to ensure compliance with policies.

Ideal Candidate

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.

Minimum Education

Bachelor's Degree or Master's Degree

Hard Skills

Financial analysis (financial statements
projections
etc.)
Commercial credit
Complex financing structures (business acquisitions
LBOs
senior residence financing
etc.)
Financial models in Excel

Soft Skills

Communication
Driving Results
Teamwork
Accountability
Client-focused
Empathy
Initiative
Humility

Benefits

Health and wellness program
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

About the Company

N

National Bank of Canada

National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.

Entrepreneurial
Inclusive
People-centric
Agile
Impactful
View all jobs at National Bank of Canada

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