Portfolio Manager

BMO Financial Group

Salem, OR, US
Base: $74,000.00 - $138,000.00; bonus/equity: may ...
In-depth understanding of portfolio management principles
Knowledge of equity and fixed income markets
Proficiency with investment management software
The role provides high-quality sales and service to investment clients while ensuring compliance through technical expertise

Job Summary

  • The role provides high-quality sales and service to investment clients while ensuring compliance through technical expertise.
  • Candidates will develop investment plans using trading, liquidity, hedging, and tax strategies to meet client needs.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role provides high-quality sales and service to investment clients while ensuring compliance through technical expertise.

Salary

Base: $74,000.00 - $138,000.00; 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

  • In-depth understanding of portfolio management principles
  • Knowledge of equity and fixed income markets
  • Proficiency with investment management software
  • Ability to develop investment proposals and plans
  • Strong analytical and problem-solving skills

Nice-to-have

  • Excellent verbal and written communication skills
  • Experience in change management activities
  • Ability to build rapport with clients
  • Collaborative team player mindset
  • Data-driven decision-making approach

Key Requirements

  • 5-7 years of relevant experience
  • Post-secondary degree in related field
  • MBA or Finance certification preferred
  • Deep knowledge of regulatory environment
  • Tax-related issues affecting investments knowledge

Work Rights

Not specified

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