Senior Transformation Advisor OTC
City : Montreal
Category : Permanent Full-Time
Industry : Operations
Employer : National Bank
A career as a senior transformation advisor in the Capital Markets Operations team at National Bank means playing a strategic and hands-on role at the heart of OTC derivatives activities. You act as a recognized expert and a driver of transformation by leveraging your expertise in OTC derivatives collateral to evolve, optimize, and strengthen the performance of operational processes.
In this role, you will have a direct impact on high-impact initiatives, working closely with key partners across business, operations, and technology teams.
Your role
- Act as a subject matter expert in OTC collateral (initial margin and variation margin) and derivatives operations, supporting transformation and optimization initiatives
- Contribute to the delivery of strategic initiatives by simplifying, optimizing, and automating Capital Markets Operations processes
- Analyze complex issues, assess impacts, and recommend innovative, value-added solutions
- Collaborate with technology, data, and business teams to deploy effective solutions and evolve governance and data intelligence practices
- Act as a trusted advisor to stakeholders and contribute to a culture of execution, ownership, and accountability
Your team
Within the Capital Markets Operations sector, you will be part of a team of approximately 15 colleagues and report to the Senior Director. Our team stands out for its deep expertise, strong collaboration with partners, and ability to navigate complex environments. We aim to offer you maximum flexibility to support your quality of life, including a hybrid work environment and adaptable scheduling.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring, are available to you at all times.
Prerequisites
- Bachelor’s degree in finance or a quantitative discipline and 7 years of relevant experience; OR master’s degree and 5 years of relevant experience
- Strong experience in OTC collateral management and derivatives operations
- Solid understanding of processes, risks, and controls related to OTC derivatives
- Experience delivering transformation initiatives in an agile environment
- Proficiency with collaboration and management tools (e.g., Jira, Confluence or equivalent)
French is not required for candidates based in Toronto and Calgary.
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!