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Lead Manager, Portfolio Strategy

2 months ago


Toronto, Ontario, Canada Bank of Montreal Full time
Lead Manager, Portfolio Strategy & Analytics

Locations: Toronto, ON, CAN

Time Type: Full time

Job Requisition ID: R

Application Deadline: 08/21/2024

Address: 100 King Street West

Job Family Group: Data Analytics & Reporting

Utilizes mathematical and statistical techniques to address financial and risk management challenges, including internal controls, enterprise-wide stress testing, scenario analysis, capital modeling, and valuations. Through advanced quantitative analytical modeling, identifies critical factors for financial disaster preparedness and recovery strategies. Engages in research and develops tools leveraging data to create scenario-based planning and frameworks that enhance decision-making, foster innovation, and mitigate uncertainty impacts.

  • Oversees risk management in portfolios and strategies across various risk categories.
  • Conducts research and formulates tools that leverage data for improved financial decision-making.
  • Applies expertise in risk assessment and controls, coupled with a comprehensive understanding of industry compliance standards and regulations.
  • Identifies potential risk mitigation strategies; proposes and implements solutions based on thorough analysis of issues and their implications for the organization.
  • Documents data flows, systems, and processes to enhance the design, execution, and management of business/group operations.
  • Engages in quantitative research concerning risks across strategies and portfolios.
  • Promotes a culture aligned with organizational purpose, values, and strategic objectives.
  • Ensures that values and behaviors align to foster diversity and inclusion.
  • Regularly connects work to the organization’s purpose, establishes inspiring goals, defines clear expected outcomes, and ensures accountability for follow-through.
  • Builds interdependent teams that collaborate across functional and operational groups to maximize value for all stakeholders.
  • Attracts, retains, and supports the career development of top talent.
  • Enhances team performance, acknowledges and rewards achievements, mentors employees, supports their growth, and addresses performance issues.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and innovative thinking to navigate unique or ambiguous situations and solve complex problems.
  • Implements adjustments in response to evolving trends.
  • Broader responsibilities may be assigned as necessary.

Qualifications:

Intermediate proficiency in:

  • Regulatory capital and stress testing.
  • Compliance and regulation.
  • Machine learning.
  • Learning Agility.
  • Systems Thinking.

Advanced proficiency in:

  • Model risk management.
  • Data visualization.
  • Data wrangling.
  • Data preprocessing.
  • Critical thinking.
  • Driving Results.
  • Quantitative financial modeling.
  • Computational thinking and programming.
  • Verbal & written communication skills.
  • Analytical and problem-solving skills.
  • Collaboration & team skills; with a focus on cross-group collaboration.
  • Ability to manage ambiguity.
  • Data-driven decision making.
  • Typically requires 7+ years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • Seasoned professional with a blend of education, experience, and industry knowledge.

Salary: $100, $187,200.00

Pay Type: Salaried

The above represents the organization’s pay range and type.

The total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. The organization also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We're here to help

The organization is 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.

The organization is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.