Portfolio Manager, Non-linear Solutions

3 weeks ago

Toronto, Canada BMO Financial Group Full time

100 King Street West Toronto Ontario,M5X 1A1

**Key Accountabilities**:
**Investment Management**
- Responsible for the day to day management of active and rule-based derivative focused strategies
- Manages, evaluates and monitors performance of the designated portfolio in alignment with investment objectives and client parameters based on the designated portfolio management discipline (e.g., equity, fixed income, quantitative, etc.).
- Demonstrates strong emphasis in risk monitor and risk management within the context of portfolio management
- Develops investment strategies to meet objectives and constructs and maintains portfolio within client investment guidelines, achieving appropriate diversification.
- Assists in the construction of models in order to ensure the necessary investment characteristics are within client 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.
- Build a trading strategy for any fund rebalances and portfolio transitions to minimize market impact and tracking
- Aid in communicating each investment strategy to sales team and clients
- Aid in the analysis of performance and investment decisions to defend to senior investment committee
- Support broader equity ETF portfolio management team by backing up on other index-based or institutional mandates as needed
- Continuously improving the operational efficiencies of the PM/Trading process

**Trading - Derivatives**
- Facilitate equity options, futures, OTC derivatives trading across multiple geographic regions and asset classes
- Work with other portfolio managers and traders to coordinate and execute derivative trades
- Maintain contacts and knowledge of the equity option and other derivative marketplaces

**Sales Support**
- Foster a highly integrated and collaborative partnership with the sales team to deliver exceptional client service, through delivery of timely and insightful commentary, support and market analysis
- Support products through education and sales
- Participate in client focused road shows, presentations and meetings

**Investment Research Commentary**
- Maintain a high level of knowledge of Derivative markets
- Provide investment analysis to the portfolio management and sales teams
- Provide investment analysis on new product launches and existing products
- Support the development of liquid alternative and non-linear strategies
- Broader work or accountabilities may be assigned as needed.

**Risk Management & Compliance**
- Maintain the highest fiduciary duty when representing and acting in our clients’ interests
- Continuously pursue and identify potential risk within our business and processes
- Eliminate, where possible, manual processes
- Automate and build systems that reduce operational risk
- Ensure controls are in place and are being followed
- Join a culture that continuously looks to mitigate operational risk

**Qualifications**:

- University graduate in Commerce, Business, Engineering, Mathematics or Economics and may have a post graduate degree
- CFA Charterholder
- A minimum 10 years of investment industry experience, with at least 5-10 years of direct investment experience
- Equity derivatives experience is an asset, including options licensing
- Experience in macroeconomic research and a familiarity with writing regular commentaries and strategy reports
- Excellent working knowledge of global financial markets, investment management, products and marketing
- Proven track record of active equity, cross-asset derivatives and deep knowledge of these markets
- Possess exceptional interpersonal, verbal, written and presentations skills
- Possess strong quantitative and technology skills
- Collaboration & team skills - in-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth

**Compensation and Benefits**:
$95,200.00 - $176,400.00

**Pay Type**:
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.

**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 y

  • Senior Project Manager

    1 month ago

    Toronto, Canada GHD Full time

    The importance of water to the health of our world can’t be overstated. As the frequency and intensity of floods, droughts and storms increases, the water industry must continue to build resiliency and lead from the front. Together with our clients, we are thinking and doing things differently to help pre-empt and prepare for what's next. Be a part of...

  • Director - Portfolio Management & Rates Solutions

    4 weeks ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Program/Portfolio Manager

    3 days ago

    Toronto, Canada Cpus Engineering Staffing Solutions Inc. Full time

    We are currently requesting resumes for the following position: Program/Portfolio Manager Resume Due Date:Thursday January 19th, 2023 (5:00PM EST) Number of Vacancies: 1 Hours: 35 hours per week Level: Band F Duration: 2 year Location: 700 University Ave, Toronto Job Overview The Portfolio / Program Manager is accountable for directing and integrating the...

  • Program/Portfolio Manager

    3 days ago

    Toronto, Canada Cpus Engineering Staffing Solutions Inc. Full time

    We are currently requesting resumes for the following position: Program/Portfolio Manager Resume Due Date:Thursday January 19th, 2023 (5:00PM EST) Number of Vacancies: 1 Hours: 35 hours per week Level: Band F Duration: 2 year Location: 700 University Ave, Toronto Job Overview The Portfolio / Program Manager is accountable for directing and integrating the...

  • Program/Portfolio Manager

    3 days ago

    Toronto, Canada Cpus Engineering Staffing Solutions Inc. Full time

    We are currently requesting resumes for the following position: Program/Portfolio Manager Resume Due Date:Thursday January 19th, 2023 (5:00PM EST) Number of Vacancies: 1 Hours: 35 hours per week Level: Band F Duration: 2 year Location: 700 University Ave, Toronto Job Overview The Portfolio / Program Manager is accountable for directing and integrating the...

  • IT Portfolio Manager

    1 week ago

    Toronto, Canada Workplace Safety and Insurance Board Full time

    Are you an inspiring leader with a drive to deliver results in a fast-paced environment? Are you looking for an opportunity to bring your Project / Program delivery expertise into the IT Change Communications Management space, providing Project & Program Governance support and Business Stakeholder Relationship Management experience to the Workplace Safety...

  • Associate/Manager, Investment Risk, Public Markets Portfolio

    4 days ago

    Toronto, Canada CPP Investments Full time

    Company Description Make an impact at a global and dynamic investment organization When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management...

  • Program/Portfolio Manager

    3 days ago

    Toronto, ON, Canada Cpus Engineering Staffing Solutions Inc. Full time

    We are currently requesting resumes for the following position : Program/Portfolio Manager Resume Due Date:Thursday January 19th, 2023 (5:00PM EST) Number of Vacancies : 1 Hours: 35 hours per week Level : Band F Duration : 2 year Location : 700 University Ave, Toronto Job Overview The Portfolio / Program Manager is accountable for directing and...

  • Manager, Technology Portfolio Planning

    2 months ago

    Toronto, Canada Definity Careers Full time

    The Manager, Technology Portfolio Planning is a critical contributor to Technology Solutions (TS) operations and planning. In the role, you will lead planning activities to support business case development, technology intake / demand management, and estimation processes for our strategic platforms and business-aligned applications. You will partner...

  • Manager, Technology Portfolio Planning

    1 month ago

    Toronto, Ontario, Canada Definity Careers Full time

    The Manager, Technology Portfolio Planning is a critical contributor to Technology Solutions (TS) operations and planning. In the role, you will lead planning activities to support business case development, technology intake / demand management, and estimation processes for our strategic platforms and business-aligned applications. You will partner closely...

  • Portfolio Strategist

    2 days ago

    Toronto, Canada WTW Full time

    **The Role** You will liaise closely with clients, fund managers, actuaries, and other investment colleagues and take responsibility for managing and delivering investment strategy assignments (supported by other consultants and investment analysts as appropriate). You will also build customized portfolio simulations and asset allocation models and support...

  • Client Portfolio Manager, Cibc Managed Solutions

    1 month ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Manager Portfolio Reporting

    1 month ago

    Toronto, Canada TD Bank Full time

    398470BR Technology Solutions Toronto, ON February 3, 2023 Company Overview Department Overview The Strategy, Change, and Operational Excellence (SCOE) team is part of the Bank’s Transformation, Enablement and Customer Experience (TECE) team. The SCOE team has responsibilities to support the creation of the TECE Strategy, oversee Governance & Control...

  • Business Solutions Manager

    4 days ago

    Toronto, Canada Tundra Technical Solutions Full time

    Job Summary: Our client currently has an exciting opportunity - Manager, EBS TCI Consumer & Dealer - for a leader in the Application Development and Business Relationship areas. This is a full-time role and will report to the National Manager, Enterprise Business Solutions. The selected candidate will provide leadership to technical teams, guidance and...

  • Business Solutions Manager

    4 days ago

    Toronto, Canada Tundra Technical Solutions Full time

    Job Summary: Our client currently has an exciting opportunity - Manager, EBS TCI Consumer & Dealer - for a leader in the Application Development and Business Relationship areas. This is a full-time role and will report to the National Manager, Enterprise Business Solutions. The selected candidate will provide leadership to technical teams, guidance and...

  • Associate Director, Portfolio Management

    5 days ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** The Associate Director is a key member of the team and plays a lead role in producing timely and accurate concentration analysis. They also support the development of portfolio insights including deep dive analyses of significant emerging risks and trends and benchmarking the bank's portfolio against optimum portfolios and peers. **What is...

  • Project Portfolio Performance Analyst

    6 days ago

    Greater Toronto Area, Canada SunGrid Solutions Full time

    **Job Title** Project Portfolio Performance Analyst **Company’s Basic Information** SunGrid Solutions Inc. is one of the world’s leading Renewable Power and Battery Energy Storage Solutions provider. The excellence we bring to our work and to our workplace recognizes SunGrid as a growing value-added partner globally. **Role Summary** SunGrid is...

  • Manager, Portfolio Management Data Analytics

    4 weeks ago

    Toronto, Canada Moneris Solutions Full time

    At Moneris, we are re-imagining commerce and shaping the future of FinTech. To do that, we empower our teams to redefine what's possible, enable them with the right tools, and support them every step of the way. Connect. Impact. Grow. Turn your passion into purpose with a career at Moneris. Your Moneris Career - The Opportunity Location: Toronto...

  • IT Portfolio Manager

    1 week ago

    Toronto, Canada Workplace Safety and Insurance Board Full time

    Provide support in all aspects of the ITC portfolio. Maintain and monitor project governance standards and risk assessments to ensure that ITC projects are initiated, budgeted, executed and managed in a manner that will provide oversight to ITC executives. **Major Responsibilities**: IT portfolio advisor for oversight on governance, risk management,...

  • Business Solutions Manager

    3 days ago

    Toronto, Canada Tundra Technical Solutions Full time

    Job Summary: Our client currently has an exciting opportunity - Manager, EBS TCI Consumer & Dealer - for a leader in the Application Development and Business Relationship areas. This is a full-time role and will report to the National Manager, Enterprise Business Solutions. The selected candidate will provide leadership to technical teams, guidance and...