Customer Solutions 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 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 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 client support management Robust understanding of overlay/portfolio management and trade-related concepts Effective time-management and ability to learn,
prioritize and execute quickly to meet deadlines consistently Highly flexible and adaptable to change 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 Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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.
It calls on us to create lasting, positive change for our customers, our communities and our people. 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #