Investment Portfolio Manager
7 days ago
The Portfolio Management Group at BMO Financial Group is seeking an Investment Portfolio Manager to join our team. In this role, you will be responsible for managing client portfolios, developing and implementing investment strategies, and ensuring compliance with regulatory requirements. The successful candidate will have a strong understanding of portfolio management principles and be able to analyze complex data to identify opportunities for growth and improvement.
About the Role- Key Responsibilities:
- Manage client portfolios, developing and implementing investment strategies to meet client needs and expectations.
- Monitor and analyze market trends and economic conditions to identify opportunities for growth and improvement in portfolio management processes.
- Develop and maintain strong relationships with Investment Counsellors, providing guidance on portfolio management and asset allocation.
- Evaluate and recommend investment products and services to meet client needs and expectations.
- Requirements:
- Bachelor's degree in a related field, such as finance or business administration.
- Minimum 5 years of experience in portfolio management or a related field.
- CFA Charter or Canadian Investment Manager designation preferred.
- Strong analytical and problem-solving skills, with ability to interpret complex data and make informed decisions.
- Excellent communication and interpersonal skills, with ability to work effectively with clients, colleagues, and stakeholders.
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