14 meilleures offres (portfolio analyst, nova scotia) (à pourvoir)

Portfolio Analyst
BMO Financial Group —Halifax, NS
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- Temps plein
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- Microsoft Office
- Finance
- Bourses d'Études
- Assurance Vie
il y a 5 jours
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Telus Health —Halifax, NS
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- Microsoft Powerpoint
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2027 Summer Analyst - Private Equity
SeaFort Capital Inc. —Halifax, NS
- 22,50 $ de l’heure
- Temps plein
- Recherche
- Microsoft Office
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Postuler rapidement
il y a 14 jours
Analyst (Costing and Pricing) - PAL Aerospace
PAL Aerospace —Halifax, NS
- Temps plein
- Microsoft Powerpoint
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- Analyse de données
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- Assurance Dentaire
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Senior Analyst, Health & Benefits Consulting
HUB International —Halifax, NS
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- Microsoft Office
- Bourses d'Études
- Congés payés
Associate Investment Advisor
TD Bank —Bridgewater, NS
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- Développement commercial
- Baccalauréat
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Customer Service Officer I
TD Bank —Halifax, NS
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- Diplôme d'études secondaires
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il y a 5 jours
Senior Analyst, Financial Reporting
Fiera Capital —Halifax, NS
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- Travail hybride
- Microsoft Powerpoint
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Account Manager II
TD Bank —Halifax, NS
- De 77 500 $ à 109 400 $ par an
- Temps plein
- Développement commercial
- Baccalauréat
- Services financiers
- Congés payés
il y a 6 jours
Supervisor, Middle Office
Citco —Halifax, NS
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- Microsoft Excel
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Senior Director, Valuation and Advisory Services
Colliers International —Dartmouth, NS
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- Microsoft Outlook
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Senior Accountant
The Armour Group Limited —Halifax, NS
- Temps plein
- Microsoft Office
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Portfolio Analyst

BMO Financial Group -
Halifax, NS

Postuler dès maintenant

Détails du poste

Temps plein
De 40 000 $ à 85 000 $ par an
Il y a 5 jours

Profil recherché

Développement des relations avec la clientèle
Expérience en services bancaires et prêts
Finance
Évaluation du risque de crédit
Service à la clientèle
Développement des relations avec la clientèle
Microsoft Office
Finance
Vente croisée
Développement commercial
Baccalauréat
Prise de décisions
Service à la clientèle
Gestion de la relation client
Orientation axée sur le service à la clientèle
Saisie de données
Analytique des données
Analyse du risque de crédit bancaire
Affaires
Comptabilité
Interaction avec les clients
Négociation
Analyse de crédit

Description complète du poste

Application Deadline:

09/24/2026

Address:

1675 Grafton Street

Job Family Group:

Commercial Sales & Service

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.
Supports credit-granting decisions by making recommendations to manager
Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies.
Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities.
Develops proposals to capture new business and expand client relationships.
Monitors loan performance, accuracy and integrity of loan documentation and addresses credit-related issues while ensuring the accuracy and integrity of loan documentation.
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions
Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
Identifies revenue and cross-selling opportunities to enhance portfolio growth.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
Preferred 1 – 3 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Specialized knowledge from education and/or business experience.

Foundational level of proficiency:

Problem Solving
Collaboration
Detail-Oriented
Customer Service
Analytical Thinking

Intermediate level of proficiency:

Financial Analysis
Loan Structuring
Data analysis tools
Regulatory Compliance
Portfolio Management
Credit Risk Assessment
Banking Operations
Microsoft OfficE

Salary :

$40,000.00 - $85,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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