Director of Model Management

BMO • Chicago, IL

8d

About The Position

Oversees BMO's centralized investment models (multi-asset, equity, etc.), alongside the necessary investment/portfolio strategy development and communications. Manages equity separately managed accounts (SMAs) and multi-asset models (trade implementation, rebalancing, etc.) Oversees risk/performance reporting Authors model positioning and performance commentary Coordinates between Investment Strategy - Portfolio Strategist and Investment Strategist teams on investment strategy and portfolio analysis Member of working groups tasked with multi-asset portfolio positioning (Capital Market Assumptions Working Group, Asset Allocation Working Group, Support Portfolio Working Group and Investment Strategy Implementation Working Group).

Requirements

• Seasoned professional with a combination of education, experience and industry knowledge - specifically, 10+ years of model management experience with a 4-year college degree (MBA welcomed, not required)
• CFA mandatory (CAIA/other accreditations welcomed, not required)
• Strong investment, quantitative and portfolio management acumen
• Process-oriented, showing strong attention to detail
• Bloomberg/FactSet/Morningstar knowledge/experience
• Microsoft productivity-tool proficiency
• Verbal & written communication skills - In-depth / Expert
• Analytical and problem solving skills - In-depth / Expert
• Collaboration & team skills - In-depth / Expert
• Data-driven decision making - In-depth / Expert

Nice To Haves

• MBA welcomed, not required
• CAIA/other accreditations welcomed, not required

Responsibilities

• Oversees BMO's centralized investment models (multi-asset, equity, etc.)
• Investment/portfolio strategy development and communications
• Manages equity separately managed accounts (SMAs) and multi-asset models (trade implementation, rebalancing, etc.)
• Oversees risk/performance reporting
• Authors model positioning and performance commentary
• Coordinates between Investment Strategy - Portfolio Strategist and Investment Strategist teams on investment strategy and portfolio analysis
• Member of working groups tasked with multi-asset portfolio positioning (Capital Market Assumptions Working Group, Asset Allocation Working Group, Support Portfolio Working Group and Investment Strategy Implementation Working Group).

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees