Senior Portfolio Manager Iii

BMO

Indianapolis, Indiana, United States
Base: $91,800.00 - $171,000.00; bonus/equity: may ...
7+ years relevant experience
Expert understanding of fiduciary law
In-depth knowledge of equity markets
This role provides high-quality sales and service to investment clients while delivering an exceptional client experience through technical expertise in investment management

Job Summary

  • This role provides high-quality sales and service to investment clients while delivering an exceptional client experience through technical expertise in investment management.
  • The position requires acting as a subject matter expert on regulations, developing model portfolios based on statistical risk and return analysis, and leading strategic initiatives to grow the business.
  • BMO offers a competitive salary range, performance-based incentives, comprehensive health insurance, tuition reimbursement, and retirement savings plans to support employee growth.

Matching Summary

This role provides high-quality sales and service to investment clients while delivering an exceptional client experience through technical expertise in investment management.

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 7+ years relevant experience
  • Expert understanding of fiduciary law
  • In-depth knowledge of equity markets
  • Expert knowledge of fixed income markets
  • Tax-related issues affecting investments
  • Regulatory environment expertise

Nice-to-have

  • MBA or Finance certification preferred
  • Strong verbal and written communication skills
  • Ability to manage ambiguity effectively
  • Data-driven decision making capabilities
  • Cross-group collaboration focus

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • MBA or Finance certification (preferred)
  • Expert understanding of fiduciary law
  • Expert knowledge of tax issues

Work Rights

Not specified

Tailored Resume

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