BMO Financial Group
Finance
PortfolioAssociate
“Portfolio Associate at BMO Financial Group. Skills: Portfolio Administration, Implementation, Risk Management, Control. Implementation of investment recommendations. Creation of standard and customized reporting”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
Minimum of 3 years working experience in the investment and/or financial services industry
Nice to Have
Completion of a university degree in related field, Completion of Level 1 of the CFA Program, or in process of achieving the CIM (Chartered Investment Manager) designation
What You'll Do.
Implementation of investment recommendations
Creation of standard and customized reporting
Analysis and review of asset allocation and model portfolios
Preparation and coordination of communications with stakeholders
Support Investment Counsellors in administration and management of client portfolios
Creation of investment models
Creation of client proposals
Completion of routine activities to support portfolio management processes
Liaising with the trading desk
Adherence to policies and procedures relating to investment management
Ensuring risk management procedures and controls are followed
How You'll Work.
Team & Collaboration
Establish and maintain positive relationships with PMG Managers and ICs; Support a work environment that inspires innovation, creativity, collaboration, diversity; Work as part of a team
Communication Scope
Verbal communication; Listening skills; Writing skills; Persuasion skills
Process & Methodology
Project Management, Subject matter expert for ad-hoc projects
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