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Portfolio Administration Analyst

Quebec City
Finance and Funds/Investment | Finance | #3762
Differentiating elements
  • Employee well-being
  • Growing environment
  • Entrepreneurial environment
  • Stable environment
  • Professional development
  • Flexibility & quality of life
  • Teamwork

About the employer

Our client is an ambassador in the field of investment for companies. Thanks to the wide range of services it offers, it ensures healthy economic growth in Quebec as well as quality financial development for the companies it supports.

Benefits: Superb employee retention and career development encouraged internally - Strong team cohesion among colleagues and departments - Flexible work schedule - Hybrid mode offered - 3 weeks vacation - Summer schedule - Very good work/family balance conditions - $300 allocated per year for health and well-being - Reimbursement of professional designation and/or training fees - Innovative and fast-paced environment - Comprehensive insurance and telemedicine - Defined benefit plan - Competitive salary - Bonus program.

Your responsibilities in a few words!

Collaborate in the development of IT tools for portfolio financial management – Report performance indicators for financial management processes – Recommend any relevant changes or improvements to management – Carry out various controls to ensure the completeness, accuracy and compliance of transactions – Prepare error and inaccuracy reports and suggest improvements for review and approval – Contribute to the development and planning of financial management processes, Prepare reports on errors and inaccuracies, and suggest improvements for review and approval – Contribute to the development and planning of work methods and the control of accounting operations – Advise the technicians of the accounting team in the preparation of their reports. Advise technicians in the financial management team on how to handle unusual files in the systems – Collaborate in the annual confirmation process for guarantees in the portfolio – Cooperate in updating compliance practices and methods – Exercise an advisory role with professionals and technicians concerning the application and interpretation of financial management policies, Collaborate in the implementation of policies relating to the financial management of the portfolio, including directives, procedures and work tools.

Your assets for this position!

  • Bachelor's degree in finance, accounting, business administration or a field relevant to the role
  • Minimum 2 years' experience in financial portfolio management
  • Knowledge of debt and equity, compliance and portfolio administration files
  • Knowledge of finance or banking (an asset)
  • Familiarity with the Office Suite (Excel, Word and PowerPoint)
  • Excellent command of French and ability to communicate both orally and in writing
  • Summary

    An ideal opportunity for someone who is curious, collaborative, proactive and meticulous. Reporting to the Director, Portfolio Administration, an approachable, cheerful and motivating manager, you will provide expert support to the business lines as well as to the accounting and operational teams in the administration of the Group’s financing operations portfolio and related initiatives. Join this dynamic and collaborative team!

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