Current jobs related to Portfolio Manager - Mississauga - BMO Financial Group
-
Portfolio Manager
4 days ago
Mississauga, Canada MD Financial Management Full timeRequisition ID: 184567 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Portfolio Manager to join our team. The Portfolio Manager occupies a key role within MD...
-
Portfolio Manager
4 days ago
Mississauga, Ontario, Canada BMO Full timeAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.Negotiates loan structures and...
-
Director, Portfolio Management
4 days ago
Mississauga, Canada Element Fleet Management Full timeGet started on an exciting career at Element!_ Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the...
-
Portfolio Manager, Oncology
6 days ago
Mississauga, Ontario, Canada McKesson Full time US$113,500 - US$189,100McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.What you do at McKesson matters. We foster a...
-
Director, Portfolio and Capacity Management
2 weeks ago
Mississauga, Canada AstraZeneca Full time**Introduction to role**: Join us at AstraZeneca as the Director, Portfolio and Capacity Management (Aggregate Planning) in our Biopharmaceuticals R&D division. This role provides business leadership and capacity management expertise to BioPharma Clinical Operations. You will ensure visibility and management of activity-based resource demand peaks across the...
-
Portfolio Manager
7 days ago
Mississauga, Canada GHD Full timeJoin to apply for the Portfolio Manager - Canadian Federal Sector role at GHDJob DescriptionThere’s no pledge more important than the one we make to look after our environment, and we’re committed to helping you do exactly that.Join us as we strive to ensure a sustainable future for our communities and the world we live in.Become part of our global...
-
Portfolio Finance Manager
2 weeks ago
Mississauga, Canada Citi Full time**Citi's Institutional Clients Group (ICG) comprises of diverse, talented professionals located globally. Citi's Banking, Capital Markets and Advisory (BCMA) is one of four divisions within ICG that provides comprehensive relationship coverage along with a full suite of products and services.**: **Our mission as a business focused technology organization is...
-
Director, Innovation Portfolio Management
15 hours ago
Mississauga, Canada High Liner Foods Full timeThe Director, Innovation Portfolio Management is responsible for leading Innovation process (Stage Gate Process) and Innovation Governance (Portfolio Management Review) at High Liner Foods. This position balances the need for strong innovation process understanding, stage gate familiarity, portfolio oversight, efficiency planning along with strong leadership...
-
Strategic Funding
3 weeks ago
Mississauga, Canada Daimler Trucks North America LLC Full timeA leading automotive company is seeking a Manager for Funding and Portfolio Strategy in Mississauga, Canada. This role involves optimizing interest rate exposure, overseeing portfolio performance, and collaborating with various teams to enhance funding decisions. The ideal candidate will have a Bachelor's degree in Finance or Accounting, along with...
-
Strategic Funding
3 weeks ago
Mississauga, Canada Daimler Trucks North America LLC Full timeA leading automotive company is seeking a Manager for Funding and Portfolio Strategy in Mississauga, Canada. This role involves optimizing interest rate exposure, overseeing portfolio performance, and collaborating with various teams to enhance funding decisions. The ideal candidate will have a Bachelor's degree in Finance or Accounting, along with...
Portfolio Manager
3 weeks ago
5750 Explorer Dr Mississauga Ontario,L4W 0A9
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
- Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
- Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
- Signs off on new, renewal and extension loans within delegated authority.
- Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
- Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
- Leads proposal development and delivers presentations to capture new business and expand client relationships.
- Networks with industry contacts to gather competitive insights and best practices.
- Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
- Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
- Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
- Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions
- Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
- Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
- Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
- Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
- Identifies revenue and cross-selling opportunities to enhance portfolio growth.
- Identifies share of wallet opportunities.
- Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
- Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
**Qualifications**:
- Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
Foundational level of proficiency:
- Structuring Deals
Advanced level of proficiency:
- Problem Solving
- Collaboration
- Detail-Oriented
- Customer Service
- Loan Structuring
- Regulatory Compliance
- Portfolio Management
- Credit Risk Assessment
- Banking Operations
- Microsoft Office
Expert level of proficiency:
- Financial analysis
**Salary**:
$69,000.00 - $129,000.00
**Pay Type**:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
**About Us**
At BMO we are 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. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an i
