Investment Portfolio Analyst
1 month ago
As a key member of our Investments team at BMO Financial Group, you will be responsible for providing administrative and analytical support to Portfolio Managers. This includes monitoring portfolio performance, conducting statistical analyses, assembling and reviewing data, and completing performance attribution analyses.
Additionally, you will work closely with the Investments team to design, code, build, and maintain an extensive investments summary report to be updated weekly, and more frequently if required, for distribution to senior management within BMO Insurance and BMO Wealth.
You will also 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.
This role offers opportunities for professional growth and development in a dynamic and collaborative environment. If you have a passion for investments and a strong desire to contribute to the success of our organization, we encourage you to apply.
Responsibilities:- Portfolio Monitoring: Provide ongoing monitoring of the investment portfolio and provide regular reporting of portfolio metrics.
- Data Analysis: Conduct statistical analyses and assemble and review data to support investment decisions.
- Reporting: Work closely with the Investments team to design, code, build, and maintain an extensive investments summary report.
- Collaboration: Coordinate closely with the Asset-Liability Management group to ensure timely provision of investments data and information.
- Education: A degree in a related field such as finance, economics, or mathematics is preferred.
- Experience: Strong experience in investments and financial analysis is essential.
- Skillset: Advanced MS Excel skills, Python programming skills, and strong analytical and problem-solving skills are highly valued.
- Certification: Chartered Financial Analyst (CFA) or Associate of the Society of Actuaries (ASA) designation is preferred.
BMO Financial Group is a leading North American financial institution committed to providing exceptional client service and supporting the communities we serve. Our company culture values diversity, equity, and inclusion and offers a range of benefits and programs to support employee well-being.
We offer a competitive salary range of $95,200 - $176,400, commensurate with experience and qualifications. Please note that salaries may vary based on factors such as location, skills, and qualifications.
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