Elevate BMO Private Banking's investment strategies as the Portfolio Management Group Leader. This role focuses on portfolio administration, team development, and risk management.
As a Manager in the Portfolio Management Group, you'll drive client investment account management while navigating BMO's investment philosophy. You'll collaborate with Investment Counselors and enhance team effectiveness through support and mentorship. Your expertise in project management and risk control will be vital to ensure compliance and protect client assets.
Key Responsibilities:
• Administer and implement investment strategies for client portfolios
• Coach and develop Portfolio Associates and assistants
• Maintain low portfolio variability using established investment models
• Liaise proactively with trading desks to optimize operations
• Support ad-hoc projects tied to Private Wealth initiatives
Requirements:
• 5+ years in investment or financial services industry
• University degree and CFA/Canadian Investment Manager designation
• Strong grasp of regulatory setting and portfolio management
• Exceptional communication and interpersonal skills
• Experience with portfolio management software like Charles River
Lead BMO's investment initiatives while supporting team growth and client satisfaction.
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