Pursue a rewarding career as a Portfolio Associate in Managed Accounts at National Bank Independent Network. Your expertise will directly impact portfolio integrity and client relations through effective administration.
This hybrid role requires at least five years of experience in portfolio administration or investment operations. You will manage trade support, coordinate rebalancing activities across multiple firms, and ensure accurate reporting through meticulous reconciliation processes. Your client-oriented mindset and strong communication skills will help you liaise with internal and external partners effectively.
Key Responsibilities:
• Oversee administration of modelled investment portfolios
• Coordinate and validate portfolio rebalancing activities
• Serve as point of contact for trading desks and partners
• Manage reconciliation processes for accurate reporting
• Investigate corporate actions and maintain risk integrity
Requirements:
• Bachelor’s de...