Portfolio Manager, Multi Asset Solutions - BMO Global Asset Management

Application Deadline :

07 / 07 / 2024

Address : 100 King Street West

100 King Street West

Job Family Group : Customer Solutions

Customer Solutions

The BMO Multi-Asset Solutions team is a Toronto based center of excellence within BMO Global Asset Management (GAM) Canada.

The Multi-Asset Solutions team offers an inclusive workplace and values the diverse background of its employees. The team manages approximately C$60 billion covering over 100 investment mandates for retail and institutional clients.

The team has a strong investment process and discipline to deliver repeatable investment excellence. BMO's multi-asset capabilities and funds are designed around helping investors meet their long-term investment goals.

Our team works to achieve the right balance between managing risks and grasping opportunities - both elements are important as we work to deliver the outcomes our clients seek.

In addition to a rigorous strategic asset allocation process, tactical asset allocation is also used to take advantage of market opportunities.

The Portfolio Manager will be a key individual on the Multi-Asset Solutions team, helping to drive strong risk adjusted returns across the various portfolios.

The ideal candidate has a very collaborative approach with a strong background in macroeconomics, understanding of global asset classes, strong technical expertise, strong analytical skills, and can mentor individuals.

Key Responsibilities include :

• Managing daily cashflows for the portfolios
• Providing thought leadership
• Participating in underlying fund reviews
• Providing economic and market views
• Driving portfolio construction improvements
• Providing input into model enhancements
• Designing and producing regular and ad-hoc reports and dashboards
• Staying on top of domestic and international economic and political trends
• Providing mentorship to more junior members of the team
• Collaborating, sharing information and insights across the investment teams
• Fostering relationship with various internal partners
• Presenting to external clients
• Adhering to all compliance, regulatory and legal guidelines

Competencies :

• 8+ years of industry experience in top-down portfolio construction / portfolio management / capital markets / risk management
• Meet the requirement of an Advising Representative (OSC)
• Strong multi-asset class knowledge
• Experience with Bloomberg, Charles River, and FactSet
• Exceptional analytical and quantitative skills
• Experience in the use of derivatives
• Excellent verbal and written skills
• Strong collaborator
• Undergraduate degree in Math, Statistics, Computer Science, Economics, Engineering, Finance, or similar discipline
• CFA Charterholder

Salary :

$95,200.00 - $176,400.00

Pay Type : Salaried

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.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.

bmo.com / global / en / Total-Rewards

We're here to help

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 impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https : / / jobs.bmo.com / ca / en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives.

Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property.

BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.