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 solid 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 quick-paced setting Utilize your skills in overlay management and problem-solving to contribute to BMO’s success.

📌 Trade Management Portfolio Analyst Role Toronto
🏢 Bank of Montreal
📍 Toronto