Join BMO Nesbitt Burns as a Portfolio Analyst focused on trade management and administrative support. Bring your expertise to enhance portfolio processes and client account monitoring in a agile workplace. In this role, you will work under the Associate Director to assist with portfolio management functions and ensure timely execution of trades for Managed Account Programs.

Your analytical skills will help drive accurate trade order flows, monitor client accounts, and manage daily administrative tasks. This position requires effective collaboration with internal and external stakeholders to achieve operational excellence. Key Responsibilities:
Process and review trade instructions promptly
Support continuous flow of accurate trade orders




Monitor trades and client accounts daily
Manage portfolio administrative tasks and corporate actions
Identify and resolve operational issues efficiently Requirements:
Completion of Canadian Securities Course
3+ years in investment industry experience
University Degree in a relevant field
Robust analytical and attention to detail skills
Proficiency in investment-related software and Excel Leverage your portfolio management knowledge and problem-solving abilities with BMO to drive impactful results.

📌 Bmo Nesbitt Burns Portfolio Analyst Toronto (Canada)
🏢 Bank of Montreal
📍 Canada