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Technical Advisor, Portfolio Management

Student-Friendly Entry-Level
Company

National Bank

Location

montreal, Canada

Posted

June 05, 2026

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About This Opportunity

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...