Shape the future at BMO as a Manager in Client Investment Management, focusing on portfolio administration and strategic oversight. Engage actively with investment teams to enhance client experiences.
In this pivotal role at BMO Private Banking Canada, you will drive the administration and execution of client investments while ensuring adherence to compliance and risk management standards. You'll also coach and develop team members, enabling effective collaboration with Investment Counselors to maintain informed and compliant client portfolios. Your insights and expertise will play a crucial role in supporting the BMO investment strategy and contributing to both team and organizational success.
Key Responsibilities:
• Implement investment orders and manage execution strategies • Provide strategic guidance to team members • Liaise with trading desks for process improvement • Conduct portfolio performance assessments • Lead various project management initiatives
Requirements: • 5+ years’ experience in investment management • CFA Charter or Canadian Investment Manager certification • Strong technical skills in portfolio management tools • Effective at risk management and compliance protocols • Excellent communication and persuasive skills
Bring your investment expertise and leadership to BMO, enriching client portfolios with creative management solutions. #J-18808-Ljbffr
📌 BMO Manager, Client Investment Management (Winnipeg)
🏢 BMO
📍 Winnipeg