Technical Advisor, Portfolio Management

National Bank
Full-time montreal, qc Other-General
Posted:
June 05, 2026
Location:
montreal, qc, Canada

Job Description

A career as a Technical Advisor, Administrative Support - Portfolio Management at National Bank means supporting activities related to insurance monitoring, data management, and operational platforms. In this role, you contribute directly to operational efficiency, risk control, and data integrity.

Your job

  • Maintain and update deal information across Debt Domain and other systems
  • Track repricing, maturities, and key portfolio data
  • Distribute reports and support their production via the internal platform (CIBA)
  • Record and monitor insurance data (policies, premiums, invoices)
  • Perform follow-ups with Directors, business lines, and brokers
  • Validate insurance invoices and track premium payments
  • Support Loan IQ activities (customer setup, payment instructions)
  • Manage electronic documentation and ensure data quality
  • Contribute to the development and maintenance of operational...

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Job Overview

Job Type: Full-time
Location: montreal, Canada
Posted: June 05, 2026
Deadline: July 15, 2026