Portfolio Analyst, Overlay Management
Core
Assist and support portfolio administrative and trade management functions for BMO Nesbitt Burns Managed Account Programs, coordinating with stakeholders to ensure timely execution and completion of responsibilities.
Role type
Portfolio Analyst (Overlay Management)
Builds
Operational support for managed account programs
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
trade processing and review, corporate action reviews, model reconciliations, constraint management, problem resolution, compliance adherence, policy development, investment software proficiency, advanced Excel
Preferred skills
overlay management software proficiency, tax-related investment knowledge
Responsibilities
process and review trades from sub-advisors, monitor client accounts and trades, support daily portfolio administrative processes, identify and resolve operational problems, participate in compliance functions, assist with operational policy development
Seniority
Mid-level, hands-on IC