Explore a rewarding role as a Portfolio Analyst at BMO Nesbitt Burns, supporting trading operations in Managed Account Programs. Bring your investment industry expertise and problem-solving skills to a collaborative workplace.
In this role, you'll be directed by the Associate Director, assisting with trade processing and compliance verification to enhance portfolio management. You will partake in daily monitoring of client trades while addressing any discrepancies, all within a fast-paced setting. Building relationships with internal teams and clients will be essential for innovation and efficiency.
Key Responsibilities:
• Review and process trades in a timely manner
• Ensure continuous, accurate trade-order management
• Conduct daily monitoring of trades and accounts




• Assist in corporate action reviews and model reconciliations
• Participate in compliance reviews for regulatory adherence
Requirements:
• 3+ years experience in portfolio management and trade execution
• Successful completion of Canadian Securities Course
• CFA or CIM enrollment is an asset
• Proven investigative and analytical skills
• Solid proficiency in investment software and Excel
Utilize your skills in trade management and client support as a Portfolio Analyst with BMO Nesbitt Burns.
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📌 BMO Portfolio Analyst - Investment Focus (Toronto)
🏢 BMO
📍 Toronto