Application Deadline :
07 / 07 / 2024
Address : 100 King Street West
100 King Street West
Job Family Group : Customer Solutions
Customer Solutions
The BMO Multi-Asset Solutions team is a Toronto based center of excellence within BMO Global Asset Management (GAM) Canada.
The Multi-Asset Solutions team offers an inclusive workplace and values the diverse background of its employees. The team manages approximately C$60 billion covering over 100 investment mandates for retail and institutional clients.
The team has a strong investment process and discipline to deliver repeatable investment excellence. BMO's multi-asset capabilities and funds are designed around helping investors meet their long-term investment goals.
Our team works to achieve the right balance between managing risks and grasping opportunities - both elements are important as we work to deliver the outcomes our clients seek.
In addition to a rigorous strategic asset allocation process, tactical asset allocation is also used to take advantage of market opportunities.
The Portfolio Manager will be a key individual on the Multi-Asset Solutions team, helping to drive strong risk adjusted returns across the various portfolios.
The ideal candidate has a very collaborative approach with a strong background in macroeconomics, understanding of global asset classes, strong technical expertise, strong analytical skills, and can mentor individuals.
Key Responsibilities include :
- Managing daily cashflows for the portfolios
- Providing thought leadership
- Participating in underlying fund reviews
- Providing economic and market views
- Driving portfolio construction improvements
- Providing input into model enhancements
- Designing and producing regular and ad-hoc reports and dashboards
- Staying on top of domestic and international economic and political trends
- Providing mentorship to more junior members of the team
- Collaborating, sharing information and insights across the investment teams
- Fostering relationship with various internal partners
- Presenting to external clients
- Adhering to all compliance, regulatory and legal guidelines
Competencies :
- 8+ years of industry experience in top-down portfolio construction / portfolio management / capital markets / risk management
- Meet the requirement of an Advising Representative (OSC)
- Strong multi-asset class knowledge
- Experience with Bloomberg, Charles River, and FactSet
- Exceptional analytical and quantitative skills
- Experience in the use of derivatives
- Excellent verbal and written skills
- Strong collaborator
- Undergraduate degree in Math, Statistics, Computer Science, Economics, Engineering, Finance, or similar discipline
- CFA Charterholder
Salary :
$95,200.00 - $176,400.00
Pay Type : Salaried
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.
bmo.com / global / en / Total-Rewards
We're here to help
At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.
By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers.
We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
Manager, Financial Reporting
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies that meet our mission to Investors; and to embrace change, experimentation, innovation and learning from failure t...
Law Clerk, Legal Department - Global Asset Management & Wealth Management
Contributes to the overall success of the Legal Department/Corporate Secretarial/Global Asset Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Prepare annual capital gains and dividend re...
Law Clerk
Advise registered agent of any entity formations, name changes, conversions and dissolutions; co-ordinate payment of invoices. Fast learner with the ability to multi-task effectively while managing a heavy workload in a fast-paced environment. Experience in corporate database and document management...
Sr Customer Solutions Manager, Customer Solutions Management
Customer Solutions Manager you will be responsible for helping guide AWS customers along their multi-year journey to the cloud. You should be passionate about delivering a great customer experience by deploying AWS solutions and driving innovation, and also be obsessed with contributing to the day-t...
Senior Analyst, Finance
Develop and oversee internal management reporting such as preparation of quarterly expense, budget review and third-party relationship management reporting for senior management. Review and manage the end-to-end process of non-GAAP reporting for quarterly financial BAM results as well as assist with...
Manager, Business Compliance, BMO Wealth Management
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including regulatory readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Report to Senior Management: Provide regul...
Senior Analyst, Investment Operations
Develop dashboards and regular reporting for senior management, portfolio managers, risk and legal functions including investmentpliance, risk, performance and other ad-hoc needs. Support trade settlement and life-cycle management across various asset types. Treasury functions including liquidity/ca...
Vulnerability Management Service Automation and Integration Manager, Deloitte Global Technology
As the Vulnerability Management Automation Architect/Engineering Manager, you will develop the vision, architecture, capability roadmap, and plans for the continuous improvement of the vulnerability management service. Manage global vulnerability management (VM) integration and regional VM solution ...
Asset Manager-High Rise Residential
Asset Manager – High Rise Residential. If you are an Asset Manager with the drive to succeed, and are looking for a change to take your career to the next level, then this is your next move. GTA? Are you interested in working for a company that encourages autonomy, career development, and disruptive...
Senior Manager, Wealth Management Risk
The Senior Manager, Wealth Management Risk will lead the execution of 2nd line of defense responsibilities for review and effective challenge of the Wealth Management Monitoring & Testing program, establish and maintain the Team’s Process, Risk and Control library, Risk Assessment and Monitoring & T...