Portfolio analyst (overlay management), private wealth

Date limite pour présenter sa candidature :

03/20/2025

Adresse :

100 King Street West

Groupe de famille d'emploi :

Solutions clientèle

Under the day-to-day direction of the Associate Director and Lead, the primary role of the Portfolio Analyst is to assist and support the portfolio administrative and trade management functions for BMO Nesbitt Burns Managed Account Programs, coordinating with a number of stakeholders to ensure timely execution and completion of responsibilities.

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
• 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 environment
• 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

Salaire :

$60,000.00 - $111,700.00

Type de rémunération :

Salaire

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.