Portfolio Strategy Lead — Client Growth & Analytics

BMO; Scottsdale (AZ); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking an experienced investment professional to join our Scottsdale office. You will deliver high-quality investment management and fiduciary leadership within our client portfolios, partnering with regional teams to drive client outcomes and compliant solutions.

You will develop investment proposals, analyze performance, and lead strategic initiatives, governance meetings, and reporting to inform decision making.

Qualifications

• In-depth knowledge of portfolio management principles and asset mix determination.
• Familiarity with fiduciary law and applicability to trust investments.
• Strong understanding of equity and fixed income markets.
• Knowledge of tax-related issues affecting investments.

Responsibilities

• Develops internal and external networks to grow business in the assigned portfolio.
• Provides investment management, fiduciary leadership and strategic guidance for business units.
• Prepares proposals and participates in meetings with clients.
• Analyzes data and produces reports to inform decision making.

Skills

Portfolio management

Fiduciary law

Equity markets

Fixed income

Data driven decisions

Analytical skills

Regulatory knowledge

Collaboration

Education

BA or Finance certification

Job description

BMO Financial Group is seeking an experienced investment professional to join our Scottsdale office. You will deliver high-quality investment management and fiduciary leadership within our client portfolios, partnering with regional teams to drive client outcomes and compliant solutions.

You will develop investment proposals, analyze performance, and lead strategic initiatives, governance meetings, and reporting to inform decision making.