Manager, Portfolio Management Group (Toronto)

Manager, Portfolio Management Group (Toronto)

11 Aug
|
BMO Financial
|
Toronto

11 Aug

BMO Financial

Toronto

Application Deadline: 08/13/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada's Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)'s philosophy, strategies and mandates. Key Accountabilities 1. Portfolio Administration and Implementation 2. Leadership & Team Effectiveness 3. Project Management 4. Risk Management & Control 1. Portfolio Administration and Implementation Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC's discretionary accounts.Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request.Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks.Proactively review client accounts to ensure portfolios are managed in an effective manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints.Proactively liaise with the trading desk to enhance synergies.2. Practice Management and Team Effectiveness Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client ach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.Provide insight and share expertise with team members and colleagues in regards to BPIC's investment platform and products.Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.Provide feedback and support to the Regional Directors of Investments.3. Project Management Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives.4. Risk Management and Control Protect the

📌 Manager, Portfolio Management Group (Toronto)
🏢 BMO Financial
📍 Toronto

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