Senior Portfolio Manager

BMO

Milwaukee, WI, United States
$91,800.00 - $171,000.00; not specified; health in...
Portfolio management principles
Fiduciary law
Equity and fixed income markets
Provides high quality sales and service to investment clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to investment clients to deliver an exceptional client experience.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides high quality sales and service to investment clients to deliver an exceptional client experience.

Salary

$91,800.00 - $171,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • portfolio management principles
  • fiduciary law
  • equity and fixed income markets
  • tax-related investment issues
  • regulatory environment knowledge
  • data driven decision making

Nice-to-have

  • boldly grow the good
  • exceptional client experience
  • innovating and pushing boundaries
  • develop internal and external networks

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • MBA or Finance certification preferred
  • In-depth / expert understanding
  • Seasoned professional
  • Verbal & written communication skills
  • Analytical and problem solving skills
  • Influence skills
  • Collaboration & team skills
  • Able to manage ambiguity

Work Rights

Not specified

Tailored Resume

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