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Portfolio Associate, Portfolio Management Group at BMO — NeverHard
Portfolio Associate, Portfolio Management Group at BMO in Toronto, Ontario. View salary, required skills, and apply on NeverHard.
- Company
- BMO
- Location
- Toronto, Ontario
- Type
- part_time
Application Deadline:
05/24/2026
Address:
100 King Street West
Job Family Group:
Wealth Sales & Service
The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada's Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)'s philosophy, strategies and mandates.
Key Accountabilities
1. Portfolio Administration and Implementation
2. Leadership & Team Effectiveness
3. Project Management
4. Risk Management & Control
ACCOUNTABILITIES
1. Portfolio Administration and Implementation
Proactively assist PMG Managers with implementation of investment recommendations (from BPIC's Investment Policy Committee and investment managers) in BPIC's discretionary accounts.
Create standard and customized reporting including, but not limited to, analysis and review of asset allocation and model portfolios, to support various BPIC teams and professionals.
Prepare and coordinate communications with various stakeholders internal and external to BPIC or BMO to support investment recommendation implementation.
Support Investment Counsellors
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