BMO

Manager, Portfolio Management Group

BMO

2 months ago
Toronto, ON
Onsite
Full Time
Senior
0 applicants
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BMO
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About this role

A role within BMO’s Portfolio Management Group supporting BMO Private Banking Canada’s Investment Counsellors by administering, implementing and monitoring client investment accounts in line with BPIC’s philosophy and mandates. The position acts as a subject-matter expert on the investment platform, contributes to practice and team effectiveness, and participates in projects and risk/control activities. It sits within the Private Wealth/Portfolio Management function of the bank and interfaces with trading and investment teams.

Skills

Qualifications

University DegreeCFA CharterCanadian Investment ManagerAdvising Representative Registration
BMO

About BMO

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

About BMO

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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