Senior Portfolio Manager: Strategy & Client Growth

BMO U.S.

Scottsdale (AZ)

On-site

USD 120,000 - 250,000

Full time

6 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Scottsdale, AZ is seeking a senior investment professional to provide high-quality sales and service to investment clients, and to lead investment management and fiduciary activities within the assigned portfolio. You will collaborate across the branch and regional teams to deliver compliant, data-driven insights and strategic initiatives.

The role requires deep knowledge of portfolio management, equity and fixed income markets, tax issues, and regulatory requirements,

Qualifications

Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
BA or Finance certification preferred.
In-depth / expert understanding of portfolio management principles and asset mix determination.
In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.
In-depth / expert knowledge of equity and fixed income markets.
In-depth / expert understanding of tax-related issues affecting investments.
In-depth / expert knowledge of the regulatory environment.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Responsibilities

Develops investment proposals and participates in meetings with prospects/clients.
Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.
Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.