Associate, Institutional Client Portfolio Management, Gam

Bmousbenefits

100 King Street West, Toronto, Canada
Base: $63,700.00 - $118,300.00; bonus/equity: not ...
Not specified
Portfolio data and analytics
Investment expertise
Bloomberg, factset, morningstar
The Associate, Institutional Client Portfolio Management role at BMO GAM focuses on bridging investment management and distribution for institutional clients, requiring strong investment acumen and collaboration skills. The ideal candidate will possess relevant experience in asset management or investment analytics, alongside a CFA designation or progress towards it

Job Summary

  • The Associate, Institutional Client Portfolio Management (CPM) supports the Institutional business by acting as bridge between investment management and distribution, combining investment expertise with a commercial mindset to solve complex needs of institutional investors.
  • Key accountabilities include supporting portfolio data and analytics requests, producing high-quality commentary, supporting strategic projects, and proactively identifying opportunities to leverage investment capabilities.
  • The role involves high visibility and requires close collaboration across Portfolio Management, Sales, Marketing, Product, and Data and Analytics teams, demanding strong investment acumen, excellent communication skills, and adaptability.

Matching Summary

Match Score: 85

The Associate, Institutional Client Portfolio Management role at BMO GAM focuses on bridging investment management and distribution for institutional clients, requiring strong investment acumen and collaboration skills. The ideal candidate will possess relevant experience in asset management or investment analytics, alongside a CFA designation or progress towards it.

Salary

Base: $63,700.00 - $118,300.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • portfolio data and analytics
  • investment expertise
  • Bloomberg, FactSet, Morningstar
  • Excel, Powerpoint
  • institutional investors

Nice-to-have

  • commercial mindset
  • adaptability
  • boldly grow the good
  • inclusive, equitable and accessible workplace

Key Requirements

  • CFA designation (or progress toward CFA)
  • 2–5 years’ experience in asset management
  • Strong understanding of portfolio construction
  • Broad investment knowledge across asset classes

Work Rights

Not specified

Tailored Resume

Cover Letter