Portfolio Manager

BMO Financial Group

Unknown, Unknown, US
Base: $74,000.00 - $138,000.00; bonus/equity: may ...
5-7 years relevant experience
In-depth portfolio management principles
Equity and fixed income market knowledge
The role provides high-quality sales and service to investment clients while delivering an exceptional client experience through technical expertise in investment management

Job Summary

  • The role provides high-quality sales and service to investment clients while delivering an exceptional client experience through technical expertise in investment management.
  • Candidates will develop investment plans using trading, liquidity, hedging, and tax strategies while collaborating with relationship managers to build optimal portfolios.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans alongside competitive compensation.

Matching Summary

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

Salary

Base: $74,000.00 - $138,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 5-7 years relevant experience
  • In-depth portfolio management principles
  • Equity and fixed income market knowledge
  • Tax-related investment issues understanding
  • Regulatory environment knowledge
  • Investment management software proficiency

Nice-to-have

  • MBA or Finance certification preferred
  • Strong verbal and written communication skills
  • Deep collaboration and team skills
  • Data-driven decision making capability
  • Strategic influence and problem-solving skills

Key Requirements

  • Post-secondary degree in related field
  • 5-7 years of relevant experience
  • MBA or Finance certification (preferred)
  • Proficiency with investment management software

Work Rights

Not specified

Tailored Resume

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