Manager, Portfolio Management Group
Core
Support Investment Counselors in administering and implementing client investment accounts, executing transactions, and maintaining portfolio performance in line with internal benchmarks and mandates.
Role type
Manager, Portfolio Administration & Team Leadership
Builds
Client investment portfolios for BMO Private Banking Canada
Domain
Private Wealth / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio administration, transaction execution, team coaching, project management, risk control, regulatory compliance, financial market knowledge, investment product expertise, taxation knowledge, portfolio management software proficiency
Preferred skills
Charles River (CRIMS/CRA) experience, FIS Global Plus experience, Bloomberg terminal usage
Responsibilities
Generate and execute investment orders, coach Portfolio Associates and Assistants, manage ad-hoc projects, ensure adherence to compliance policies and investment constraints
Seniority
Manager, hands-on IC with team leadership