Application Deadline:
09/08/2026
Address:
100 King Street West
Job Family Group:
Customer Solutions
Major Duties and Responsibilities Assist in the processing and review of trades as a result of sub-advisors’ trade instructions and account-level requests in a timely and accurate manner
Support ensuring the continuous and accurate flow of trade-orders
Assist in the daily review and monitoring of client accounts and trades
Support daily portfolio administrative processes such as corporate action reviews, model reconciliations and constraint management.
Provide operational support to identify, research and resolve problems in a fast-paced, high-pressure environment, including those related to trade corrections.
Participate with compliance functions to ensure activities and processes are within guidelines and meet regulatory requirements.
Assist with the development and maintenance of operational policies and procedures
Participate in the management of internal and external relationships
Perform other duties and responsibilities as assigned.
Qualifications Successful completion of Canadian Securities Course
Enrollment in or completion of the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation
3+ years in investment industry experience, with a strong preference to overlay management
3+ years of portfolio management and trade-related experience
University Degree (Business, Economics, Accounting, Finance)
Sufficient qualifications and experience to attain the Associated Portfolio Manager or Portfolio Manager designation with the Canadian Investment Regulatory Organization (CIRO) is an asset
Experience in problem resolution
Experience in client support management
Knowledge and Skills Strong understanding of overlay/portfolio management and trade-related concepts




Strong analytical and investigative skills
Strong attention to detail and ability to work in a fast-paced, dynamic workplace
Ability to think clearly under pressure
Able to work independently as well as collaboratively within a team environment
Effective time-management and ability to learn, prioritize and execute quickly to meet deadlines consistently
Highly flexible and adaptable to change
Excellent oral and written communication skills are required
Understanding of tax-related issues affecting investments
Proficient utilizes investment-related software with a preference to overlay management software
Proficient computer literacy, advanced Excel Skills
Salary $55,500.00 - $120,000.00
Pay Type Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.



To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

#J-18808-Ljbffr

📌 Portfolio Analyst, Overlay Management (Ontario)
🏢 BMO
📍 Ontario