Director Portfolio Manager, National Accounts Group
Top Benefits
About the role
A career as a Director Portfolio Management within the National Accounts Group at National Bank means being at the center of some of the Bank’s most strategic transactions and contributing to the growth of leading Canadian businesses. You will work closely with Relationship Managers to structure and manage complex financing solutions for privately held companies with borrowing needs exceeding $20 million. Leveraging your expertise in financial analysis, commercial lending, and transaction structuring, you will act as a trusted advisor to both internal partners and clients while playing a key role in assessing and managing credit risk.
Your Role
Partner with Relationship Managers to analyze, structure, and implement financing solutions tailored to complex client needs. Perform in-depth financial analysis, assess credit risk, and provide strategic recommendations to credit committees. Support the execution of sophisticated transactions, including acquisitions, syndicated financings, leveraged buyouts (LBOs), and major investment projects. Collaborate with a wide range of internal and external stakeholders, including business partners, legal counsel, financial advisors, and other financial institutions. Manage and optimize an existing client portfolio, ensuring strong credit quality and an exceptional client experience. Contribute to the success of the team through your expertise, sound business judgment, and collaborative approach.
Your Team
Within the National Accounts Group, you will report to the Managing Director and Co-Head, Western Quebec. Our team supports some of the largest and most dynamic companies in the market and is recognized for its deep financial expertise, collaborative culture, and commitment to delivering outstanding client solutions. You will thrive in a stimulating environment where transactions are complex, strategic, and impactful, working alongside experienced professionals who are passionate about helping clients achieve their growth ambitions. We place a strong emphasis on professional development and career progression.
What You Bring
Bachelor’s degree in a related field and 7+ years of relevant experience, or a Master’s degree in a related field and 5+ years of relevant experience. Strong background in financial analysis, including financial statements, forecasting, and business performance assessment. Significant experience in commercial lending and a solid understanding of the commercial banking industry. Expertise in complex financing structures, such as acquisitions, syndicated lending, leveraged buyouts (LBOs), and project financing. Advanced financial modeling skills and strong proficiency with Excel. Excellent communication, negotiation, and relationship management abilities. Why Join Us? Work on high-profile transactions that have a direct impact on the growth of Canadian businesses. Develop recognized expertise in corporate finance, credit, and complex transaction structuring. Collaborate with experienced leaders and highly skilled professionals in a strategic and client-focused environment. Build a rewarding career with an organization that values growth, autonomy, innovation, and professional excellence.
Languages: French, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Required skills
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Not the right fit? Search for Director Portfolio Manager, National Accounts Group jobs in Montreal, Quebec, Canada
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
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Director Portfolio Manager, National Accounts Group
Top Benefits
About the role
A career as a Director Portfolio Management within the National Accounts Group at National Bank means being at the center of some of the Bank’s most strategic transactions and contributing to the growth of leading Canadian businesses. You will work closely with Relationship Managers to structure and manage complex financing solutions for privately held companies with borrowing needs exceeding $20 million. Leveraging your expertise in financial analysis, commercial lending, and transaction structuring, you will act as a trusted advisor to both internal partners and clients while playing a key role in assessing and managing credit risk.
Your Role
Partner with Relationship Managers to analyze, structure, and implement financing solutions tailored to complex client needs. Perform in-depth financial analysis, assess credit risk, and provide strategic recommendations to credit committees. Support the execution of sophisticated transactions, including acquisitions, syndicated financings, leveraged buyouts (LBOs), and major investment projects. Collaborate with a wide range of internal and external stakeholders, including business partners, legal counsel, financial advisors, and other financial institutions. Manage and optimize an existing client portfolio, ensuring strong credit quality and an exceptional client experience. Contribute to the success of the team through your expertise, sound business judgment, and collaborative approach.
Your Team
Within the National Accounts Group, you will report to the Managing Director and Co-Head, Western Quebec. Our team supports some of the largest and most dynamic companies in the market and is recognized for its deep financial expertise, collaborative culture, and commitment to delivering outstanding client solutions. You will thrive in a stimulating environment where transactions are complex, strategic, and impactful, working alongside experienced professionals who are passionate about helping clients achieve their growth ambitions. We place a strong emphasis on professional development and career progression.
What You Bring
Bachelor’s degree in a related field and 7+ years of relevant experience, or a Master’s degree in a related field and 5+ years of relevant experience. Strong background in financial analysis, including financial statements, forecasting, and business performance assessment. Significant experience in commercial lending and a solid understanding of the commercial banking industry. Expertise in complex financing structures, such as acquisitions, syndicated lending, leveraged buyouts (LBOs), and project financing. Advanced financial modeling skills and strong proficiency with Excel. Excellent communication, negotiation, and relationship management abilities. Why Join Us? Work on high-profile transactions that have a direct impact on the growth of Canadian businesses. Develop recognized expertise in corporate finance, credit, and complex transaction structuring. Collaborate with experienced leaders and highly skilled professionals in a strategic and client-focused environment. Build a rewarding career with an organization that values growth, autonomy, innovation, and professional excellence.
Languages: French, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Required skills
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Not the right fit? Search for Director Portfolio Manager, National Accounts Group jobs in Montreal, Quebec, Canada
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.