Job Summary

• The Associate, Institutional Client Portfolio Management supports the Institutional business by acting as bridge between investment management and distribution.
• Key accountabilities include supporting portfolio data and analytics requests, producing thoughtful and high-quality commentary, supporting strategic projects, and proactively identifying opportunities to leverage our investment capabilities in the institutional space.
• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Salary

Base: $63,700.00 - $118,300.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Key Requirements

• CFA designation (or progress toward CFA)
• 2–5 years’ experience in asset management
• investment consulting
• capital markets
• investment analytics
• research
• CPM
• portfolio management role
• strong understanding of portfolio construction
• asset allocation concepts
• broad investment knowledge across asset classes
• depth in one or more areas
• strong analytical skills
• performance analysis
• attribution
• investment data
• excellent written and verbal communication skills
• high attention to detail
• strong judgement
• commercially aware
• understanding of the institutional investment landscape
• client needs

Work Rights