Portfolio Analyst, Overlay Management

BMO•Toronto, ON

12d•CA$61,600 - CA$113,900•Onsite

About The Position

Under the day-to-day direction of the Associate Director and Lead, the primary role of the Portfolio Analyst is to assist and support the portfolio administrative and trade management functions for BMO Nesbitt Burns Managed Account Programs, coordinating with a number of stakeholders to ensure timely execution and completion of responsibilities.

Requirements

Successful completion of Canadian Securities Course
Enrollment in or completion of the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation
3+ years in investment industry experience, with a strong preference to overlay management
3+ years of portfolio management and trade-related experience
University Degree (Business, Economics, Accounting, Finance)
Experience in problem resolution
Experience in client support management
Strong understanding of overlay/portfolio management and trade-related concepts
Strong analytical and investigative skills
Strong attention to detail and ability to work in a fast-paced, dynamic environment
Ability to think clearly under pressure
Able to work independently as well as collaboratively within a team environment
Effective time-management and ability to learn, prioritize and execute quickly to meet deadlines consistently
Highly flexible and adaptable to change
Excellent oral and written communication skills are required
Understanding of tax-related issues affecting investments
Proficient utilizes investment-related software with a preference to overlay management software
Proficient computer literacy, advanced Excel Skills

Nice To Haves

Sufficient qualifications and experience to attain the Associated Portfolio Manager or Portfolio Manager designation with the Canadian Investment Regulatory Organization (CIRO) is an asset

Responsibilities

Assist in the processing and review of trades as a result of sub-advisors’ trade instructions and account-level requests in a timely and accurate manner
Support ensuring the continuous and accurate flow of trade-orders
Assist in the daily review and monitoring of client accounts and trades
Support daily portfolio administrative processes such as corporate action reviews, model reconciliations and constraint management.
Provide operational support to identify, research and resolve problems in a fast-paced, high-pressure environment, including those related to trade corrections.
Participate with compliance functions to ensure activities and processes are within guidelines and meet regulatory requirements.
Assist with the development and maintenance of operational policies and procedures
Participate in the management of internal and external relationships
Perform other duties and responsibilities as assigned.