The Quantitative Investment team manages approximately $20B CAD of active equity strategies. The team has both internal and external clients across multiple distribution channels and manages product spanning ETF, Mutual Fund, Pool Fund and Separate Managed Accounts etc. The team is looking for a Senior Quantitative Portfolio Manager to join an existing high performing team.

This position will be highly integral in all aspects of the investment process, including research and portfolio management, as well as contribute to overall team strategy and business development efforts through growing and servicing both internal and external channels. Investments- Managing and executing a fundamentally driven, quantitatively implemented active equity investment process- Managing quantitative portfolios with overall responsibility for positioning, trading decisions, investment performance, and internal and external client communications- Performing quantitative and/or fundamental analysis to understand and validate proposed trades, as well as portfolio exposures- Generating investment insights to be tested and implemented in the areas of stock selection, portfolio construction, and risk management- Working with fundamental research analysts within the firm to translate investment insights into a systematic, data-driven investment process- Overseeing and executing quantitative research projects- Identifying and implementing opportunities to improve the investment process- Overseeing platform development including production, research, and attribution capabilities, as well as new data sources and new analytical techniquesBusiness development- Represent our process to internal and external clients: educate internal sales and client service teams, meet with existing and potential clients in the institutional and retail channels,



and become a trusted thought partner with internal channels including Multi Asset and Wealth channelsLeadership and management- Help drive the business direction and growth strategy for the Canadian business- Represents the business to internal and external constituents, including product, sales, client service- Develop and mentor junior members of the teamEducation / experience Minimum 10 years’ experience working in active quantitative equityMinimum 5 years’ experience working as a portfolio manager in active quantitative equityExperience with quantitative equity investment experience requiredExperience working with clients requiredGraduate degree in business (MBA), finance, economics, mathematics or similar field preferredCFA charterholder or CIM requiredIdeal candidate Desire to work on a fundamentally driven, quantitative implemented active equity investment teamStrong understanding of quantitative investingPortfolio management experienceLeadership and management experience – the ability to drive a business forward, identify and execute on a growth plan, and potentially manage junior team membersStrong teamwork and communication skillsStrong attention to detail along with demonstrated technical skillsStrong presentation skills, including the ability to articulate complicated investment concepts in a way that resonates with various audiences, including consultants, institutional clients,



and retail channelsComfort with technology and programming, with coding experience in R, Python, Matlab, and/or SQL attractive but not requiredSalary: $80,000.00 - $175,000.00 Pay Type: Salaried. 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 current 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.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #

📌 Vp, Portfolio Manager, Quantitative Investment (Winnipeg)
🏢 BMO
📍 Winnipeg