Portfolio Management Specialist

1 week ago

Old Toronto, Canada BMO Financial Group Full time
Job Summary

BMO Financial Group is seeking a highly skilled Portfolio Management Specialist to join our team. As a key member of the Investments department, you will be responsible for providing administrative and analytical support to Portfolio Managers.

Your primary duties will include monitoring portfolio performance, conducting statistical analyses, assembling and reviewing data, and completing performance attribution analyses. You will also monitor cash flows and maintain target allocations.

Key Responsibilities:
  • Data Management: Build and maintain a central data repository system for BMOLA investment management. This will involve consolidating all investments and investment-related items into a single database for better reporting and tracking.
  • Reporting and Analysis: Work closely with the Investments team to design, code, build, and maintain an extensive investments summary report. This report will be updated weekly, and more frequently if required, for distribution to senior management within BMO Insurance and BMO Wealth.
  • Collaboration and Communication: Coordinate closely with the Asset-Liability Management group to ensure that all relevant investments data and information are provided to it as frequently and timely as required. Provide reports and inputs for accounting, capital, asset-liability management, and other key stakeholders.
  • Portfolio Monitoring: Perform ongoing monitoring of the investment portfolio and provide regular reporting of portfolio metrics. Liaise with various internal and external stakeholders to ensure proper accounting records are established for different investment activities.
  • Cash Management: Work closely with Finance Operations for effective cash management. Support product design and pricing initiatives by providing investment expertise.
  • Investment Opportunities: Conduct independent analysis and due diligence of available investment opportunities. Explore and propose emerging investment opportunities or alternative asset classes suitable for insurance companies.
  • Market Research: Conduct market research and stay abreast of new developments in the investment industry. Perform credit analysis to monitor and actively manage credit exposures.
  • Transfers and Payments: Facilitate timely transfers of cash and/or securities between internal and external accounts.

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