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Director Portfolio Manager, National Accounts Group

Home / Director Portfolio Manager, National Accounts Group

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City : Montreal

Category : Permanent Full-Time

Industry : Advisory services, Commercial banking

Employer : National Bank

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.
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!

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