BMO Financial Group
Financial Services
SpecialistIII-ICInvestmentResearch
Neural analysis suggests this role is
optimal for Senior candidates.
“Specialist III-IC Investment Research at BMO Financial Group. Skills: Hedge funds, Investment research, Manager monitoring. Identify new hedge fund managers. Perform qualitative analysis on funds”
Industry & Context.
Analytical skills; Problem-solving skills
What They're Looking For.
Must Have
Seven or more years of relevant experience, Bachelor's degree
Nice to Have
Graduate degree, CFA
What You'll Do.
Identify new hedge fund managers
Perform qualitative analysis on funds
Perform quantitative analysis on funds
Assess investment strategy
Assess fund risk management
Assess fund performance analytics
Monitor existing hedge fund managers
Ensure investment strategies remain consistent
Ensure risks are within expectations
Assist with client portfolios
Participate in client meetings
Build hedge fund platform
Maximize platform usage
Provide written communications
Provide verbal communications
How You'll Work.
Team & Collaboration
Internal partners; External partners; Client contact
Communication Scope
Verbal communications; Written communications
Full Job Description
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Customer Solutions ** _ROLE MANDATE_** The Research Director is involved in the investment selection, due diligence and ongoing monitoring primarily of 3rd party hedge fund managers. The position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. **_KEY ACCOUNTABILITIES_** * **Manager Research** * **Sourcing:** Identify new hedge fund managers and investment strategies primarily through networking and industry events. * **Initial Evaluation:** Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics. * **Ongoing Monitoring:** Actively monitor existing hedge fund managers to ensure investment strategies remain consistent and risks are within expectations. * **Internal Support** * Assist with client portfolios and participate in client meetings, as needed * Work with internal partners to build hedge fund platform, maximize usage and provide written and verbal communications. **_KNOWLEDGE and SKILLS_** * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy. * Must be able to interact and communicate with individuals at all levels of the organization. * Continual attention to detail, establishing priorities and meeting deadlines. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Bachelor’s degree in a related field; seven or more years of relevant experience, with a strong preference for a graduate degree and/or CFA. * Collaboration &
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