Manager, Portfolio Management Group

3 weeks ago

Toronto, Canada BMO Financial Group Full time

100 King Street West Toronto Ontario,M5X 1A1

The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)’s philosophy, strategies and mandates.

Key Accountabilities

**1. Portfolio Administration and Implementation**

**2. Leadership & Team Effectiveness**

**3. Project Management**

**4. Risk Management & Control**

**ACCOUNTABILITIES**

**1. Portfolio Administration and Implementation**
- Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC’s discretionary accounts.
- Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request.
- Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks.
- Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints.
- Proactively liaise with the trading desk to enhance synergies.
- In some cases, may have direct interaction with clients in establishing appropriate Investment Policy Statements for centrally managed mandates for Trust and staff accounts.

**2. Practice Management and Team Effectiveness**
- Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios.
- Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.
- Provide insight and share expertise with team members and colleagues in regards to BPIC’s investment platform and products.
- Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.
- Provide feedback and support to the Regional Directors of Investments.

**3. Project Management**

**4. Risk Management and Control**
- Protect the Bank’s assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management.

**Knowledge and Skills**

Knowledge
- University degree
- CFA Charter or Canadian Investment Manager designation
- Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions.

**Skills**:

- Strong understanding of portfolio management principles and the regulatory environment.
- Ability to work in a face-paced environment
- Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing)
- Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative
- Strong ability to work independently and as part of a team
- Strong understanding of financial markets, investment products and familiarity with taxation issues.
- Strong understanding of the regulatory environment
- Strong technical skills and exposure to portfolio management and trading (Charles River - CRIMS and CRA) and book of record software (FIS - Global Plus) is an asset.
- Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset.

**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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