Elevate your career at BMO Nesbitt Burns as a Portfolio Analyst, specializing in trade management and client account support. This role emphasizes your analytical skills and attention to detail.
As a Portfolio Analyst, you'll support trade processing and administrative tasks for Managed Account Programs. Collaborating with teams, you will ensure compliance, manage portfolio administrative processes, and troubleshoot trade-related issues effectively. This is an excellent opportunity for individuals with a robust understanding of overlay management and trade-related concepts.
Key Responsibilities:
• Facilitate reviews of trades and client accounts
• Ensure accurate and timely processing of trade orders




• Conduct corporate action reviews and model reconciliations
• Respond to portfolio-related operational challenges
• Collaborate with compliance to meet regulatory standards
Requirements:
• Enrollment in or completion of CFA or CIM designation
• At least 3 years of trade-related experience
• Strong problem resolution capabilities
• Effective communication skills
• Ability to thrive in a fast-paced environment
Utilize your skills in overlay management and problem-solving to contribute to BMO’s success.
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📌 Trade Management Portfolio Analyst Role (Toronto)
🏢 Bank of Montreal
📍 Toronto