Base: $69,000.00 - $129,000.00; bonus/equity: not ...
Not specified (hybrid may be inferred as the location is in-office).
Portfolio management software capabilities
Adherence to investment policies
Client account administration
BMO Private Wealth is seeking a Manager for their Portfolio Management Group, responsible for overseeing client investment accounts and supporting Investment Counselors. The ideal candidate should have a strong background in portfolio management, excellent interpersonal skills, and relevant industry experience
Job Summary
The Portfolio Management Group supports BMO Private Banking Canada’s Investment Counselors with the administration and implementation of client investment accounts.
Key accountabilities include portfolio administration, leadership, project management, and risk management.
BMO offers a comprehensive total compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.
Matching Summary
Match Score: 85
BMO Private Wealth is seeking a Manager for their Portfolio Management Group, responsible for overseeing client investment accounts and supporting Investment Counselors. The ideal candidate should have a strong background in portfolio management, excellent interpersonal skills, and relevant industry experience.
Salary
Base: $69,000.00 - $129,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
portfolio management software capabilities
adherence to investment policies
client account administration
trading desk synergy
Nice-to-have
work environment inspires innovation
high tolerance for change
collaboration and diversity
Key Requirements
Registration as Advising Representative
CFA Charter or Canadian Investment Manager designation