Technical Advisor for Portfolio Management
Location
laval (administrative region), qc
Job Type
Full-time
Category
Consulting
Posted
June 17, 2026
Join National Bank as a Technical Advisor in Administrative Support to enhance portfolio management effectiveness. This hybrid role focuses on insurance monitoring, data management, and operational efficiency.
As a member of the Administrative Support team in Global Credit Markets, you will ensure successful portfolio activities. Your responsibilities include maintaining deal information, tracking key portfolio data, and supporting document management. Strong organizational skills are necessary to thrive in this structured environment.
Key Responsibilities:
• Maintain and update portfolio deal information
• Track and report on repricing and maturities
• Distribute reports via the CIBA internal platform
• Record and validate insurance data and invoices
• Manage Loan IQ activities and customer setups
Requirements:
• College diploma or bachelor's degree in finance
• Experience in banking operations or loan administration is an asset
• Proficient in Microso...
As a member of the Administrative Support team in Global Credit Markets, you will ensure successful portfolio activities. Your responsibilities include maintaining deal information, tracking key portfolio data, and supporting document management. Strong organizational skills are necessary to thrive in this structured environment.
Key Responsibilities:
• Maintain and update portfolio deal information
• Track and report on repricing and maturities
• Distribute reports via the CIBA internal platform
• Record and validate insurance data and invoices
• Manage Loan IQ activities and customer setups
Requirements:
• College diploma or bachelor's degree in finance
• Experience in banking operations or loan administration is an asset
• Proficient in Microso...