Senior Equity Advisor

BMO

Chicago, IL, United States
Base: $132,600.00 - $247,000.00; bonus/equity: not...
On-site
Subject matter expert on u.s. stocks
Provide independent advice and recommendations
Service portfolio managers daily
The Senior Equity Advisor will provide independent and objective investment advice and support on U.S. equities to Portfolio Managers across BMO Wealth Management

Job Summary

  • The Senior Equity Advisor will provide independent and objective investment advice and support on U.S. equities to Portfolio Managers across BMO Wealth Management.
  • Primary responsibilities include servicing Portfolio Managers daily, offering stock and sector support, and generating impactful content.
  • Secondary responsibilities may include collaboration with other investment team members and potential work on investment committees.

Matching Summary

The Senior Equity Advisor will provide independent and objective investment advice and support on U.S. equities to Portfolio Managers across BMO Wealth Management.

Salary

Base: $132,600.00 - $247,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Subject matter expert on U.S. stocks
  • Provide independent advice and recommendations
  • Service Portfolio Managers daily
  • Generate impactful content for PMs

Nice-to-have

  • Deep knowledge of Wealth business
  • Collaborate with investment teams
  • Entrepreneurial/growth mindset

Key Requirements

  • 15+ years of relevant experience
  • Advanced understanding of U.S. equity markets
  • Exceptional communication skills
  • Expert analytical and interpretive skills
  • Post-secondary degree or CFA designation

Work Rights

Not specified

Tailored Resume

Cover Letter