Senior Portfolio Manager Iii

BMO

Indianapolis, IN, US
Base: $91,800.00 - $171,000.00; bonus/equity: not ...
On-site
Investment management principles
Fiduciary law expertise
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.
  • Develops investment proposals and participates in meetings with prospects/clients.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Matching Summary

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

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans.

Skills & Requirements

Must-have

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

Nice-to-have

  • develop internal and external networks
  • enhance marketplace presence
  • lead change management programs
  • develop communication strategies

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • MBA or Finance certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter