Asset Management Portfolio Specialist
23 hours ago
BMO Financial Group is a leading financial institution that provides a wide range of financial services and products.
Salary InformationThe estimated salary for this position ranges from $60,000 to $90,000 per year, depending on experience and qualifications.
Job DescriptionWe are seeking an experienced Asset Management Portfolio Specialist to join our team. In this role, you will be responsible for managing investor subscriptions and redemptions, providing subject matter expertise in product launch and support, and assisting the National Accounts team with dealer approvals.
- Manage investor subscriptions and redemptions for alternative investment products.
- Provide subject matter expertise in product launch and support for alternative investment products.
- Assist the National Accounts team with obtaining necessary dealer approvals for new alternative investment product launches.
You will work closely with internal business partners and external vendors to ensure seamless execution of these tasks.
Required Skills and QualificationsTo be successful in this role, you will need:
- A minimum of 3 years of experience in asset management, investment product management, wealth management operations, or dealer services.
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills.
- Intellectual curiosity and a passion for learning.
We offer a comprehensive benefits package, including:
- A competitive salary and bonus structure.
- A generous retirement plan.
- Health, dental, and vision insurance.
- Flexible work arrangements.
This role requires someone who is detail-oriented, organized, and able to work well under pressure. If you are a motivated and results-driven individual with a passion for asset management, we encourage you to apply.
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