Portfolio Analyst

2 weeks ago

Toronto, Canada BMO Financial Group Full time

100 King Street West Toronto Ontario,M5X 1A1

**Portfolio Analyst - Overlay Management**

**Job Summary**

Under the day-to-day direction of the Overlay Portfolio Managers (OPM), the primary role of the Portfolio Analyst is to assist and support the portfolio administrative and trade management functions for BMO Nesbitt Burns Managed Account Programs, coordinating with a number of stakeholders to ensure timely execution and completion of responsibilities.

**Major Duties and Responsibilities**
- Assist OPMs with review and monitoring of assigned accounts
- Support OPMs in ensuring the continuous and accurate flow of trade-orders
- Support Overlay team in the day-to-day activities related to portfolio administration processes
- Provide operational support to identify, research and resolve problems in a high paced, high pressure environment (including trade error corrections)
- Assist with compliance functions to ensure activities and processes are within guidelines and meet regulatory requirements
- Assist with the development and maintenance of operational policies and procedures
- Participate in the management of internal and external relationships
- Perform other duties and responsibilities as assigned.

**Qualifications**
- Successful completion of Canadian Securities Course
- Enrollment in or completion of a CFA designation
- 3+ years in investment industry experience
- University Degree (Business, Economics, Accounting, Finance)
- Experience in problem resolution
- Experience in client support management

**Knowledge and Skills**
- Strong analytical skills
- Strong attention to detail and ability to work in a fast-paced, dynamic environment
- Ability to think clearly under pressure
- Able to work independently as well as collaboratively within a team environment
- Effective time-management and ability to learn, prioritize and execute quickly to meet deadlines consistently
- Highly flexible and adaptable to change
- Excellent oral and written communication skills are required
- Understanding of tax-related issues affecting investments
- Proficient computer literacy, advanced Excel Skills

**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.

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