Join BMO in leading the Portfolio Management Group focused on effective investment management. Shape client relationships while ensuring compliance and operational effectiveness.
As the Manager of Portfolio Management, you will lead the administration of client investment accounts, assisting Investment Counselors with transactions and portfolio oversight. Utilizing your leadership skills, you'll coach your team while engaging in project management and risk control duties. Your role will ensure adherence to internal benchmarks and investment strategies.
Key Responsibilities:
• Execute transaction orders for client portfolios • Build strong relationships with Investment Counselors • Oversee compliance with the investment policy framework • Assist with projects supporting Private Wealth initiatives • Analyze accounts for efficiency in portfolio management
Requirements: • Minimum 5 years of relevant investment management experience • University degree and CFA or equivalent designation • Strong attention to detail and analytical prowess • Proficiency with portfolio management software tools • Excellent verbal and written communication skills
Drive investment success at BMO while fostering a collaborative team setting. #J-18808-Ljbffr