Associate Portfolio Manager

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Manages evaluates and monitors market investments (e.g. stocks bonds private markets and/or cash) on behalf of BMOLA who may be individual investors in accordance with the investment objectives and parameters defined by BMOLA. Optimizes investment performance consistent with BMOLA investment objectives and risk profiles. May include (1) buying and selling individual securities and/or physical assets; and/or (2) allocating assets to third-party managers depending upon the investment approach. Provides input into strategic decision making. Supports new product and business development.

• Influences and negotiates to achieve business objectives.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Makes recommendations to senior leaders on strategy and new initiatives based on an in-depth understanding of the business/group.
• Establishes investment strategies styles and products that will help meet growth and profitability objectives.
• Manages mostly tactical with some strategic relationships with peers in department and functional.
• Evaluates alternate third-party data sources models or software.
• Examines advanced statistical techniques or modeling technology.
• Manages evaluates and monitors performance of the designated portfolio in alignment with investment objectives based on the designated portfolio management discipline (e.g. equity fixed income quantitative etc.).
• Develops investment strategies to meet objectives and constructs and maintains portfolio within investment guidelines achieving appropriate diversification.
• Assists in the construction of models in order to ensure the necessary investment characteristics are within needs and investment mandates.
• Executes various portfolio management requirements including but not limited to: trading and execution regular economic commentaries corporate actions rebalancing asset allocation risk management idea generation and product engineering and interacting with market participants.
• Monitors domestic & international economic and political trends for potential impact on the fundamentals and performance of the capital markets and strategies.
• Breaks down strategic problems and analyses data and information to provide insights and recommendations.
• Conducts research to support portfolio management activities.
• Maintains the highest fiduciary duty when dealing.
• Continuously identifies monitors and manages potential risks within our business and processes.
• Discusses process portfolio construction risk management and issuer selection as circumstances require.
• Assists with new business opportunities.
• Ensures controls are in place and are being followed.
• Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Established track record of providing strong investment performance and effective risk management.
• Completion of relevant investments certification.
• Experienced understanding of business line and a basic understanding of the overall firm.
• Experienced understanding of specialized discipline.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: Us

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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.