Manager, Portfolio Management Group
BMO US(28 days ago)
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.
Required Skills
- Portfolio Management
- Trading
- Risk Management
- Leadership
- Project Management
- Communication
- Analytical Skills
- Relationship Management
- Detail Orientation
- Charles River
+3 more
Qualifications
- University Degree
- CFA Charter
- Canadian Investment Manager
- Advising Representative Registration
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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