Senior Analyst Custody Client Services

Area(s) of interest: Wealth management, Operations

Location(s): Montreal

A career as a Senior Custody Analyst within the Custody Operations team at National Bank Trust means acting as a primary point of contact for institutional clients and supporting their day-to-day custody needs. This role allows you to make a positive impact on the client experience by leveraging your expertise in custody operations, securities processing and the resolution of complex operational issues.

Your role

• Act as the primary point of contact for a portfolio of institutional clients and respond to their day-to-day custody-related requests.
• Analyze and resolve operational issues involving trade settlements, cash movements, securities positions, corporate actions, reconciliations, reporting and other custody activities.
• Review transactional activities, account positions, cash balances and operational exceptions to identify root causes and provide timely follow-up to clients.
• Coordinate the resolution of complex client matters directly within internal systems, working closely with Custody Operations, Technology and Business teams.
• Identify recurring issues and recommend process improvements to enhance service quality and operational efficiency.
• Participate in client meetings, operational reviews and due diligence exercises as required.

Your team

Within Custody Operations, you will join a team based in Montreal and Toronto that supports institutional clients across Canada.

We aim to provide you with maximum flexibility to support your quality of life. This includes a hybrid work environment as well as a flexible and adaptable schedule.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Centre, as well as coaching and mentoring support, are available to you at all times.

Prerequisites

• Hold a university degree in finance, business administration, accounting, economics or a related field, combined with a minimum of five years of relevant experience.
• Have experience in custody services, custody operations, securities operations, investment operations or institutional client services within the financial services industry.
• Demonstrate a strong understanding of trade settlements, cash management, asset safekeeping, corporate actions and securities processing.
• Have experience supporting institutional clients and resolving complex operational issues.
• Demonstrate experience analyzing transactions, positions, cash balances and operational exceptions using operational systems and reporting tools.

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

Why work at National