Strategic Investment Portfolio Leader

BMO Harris Bank

Chicago (IL)

On-site

USD 120,000 - 180,000

Full time

4 days ago

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Job summary

BMO Harris Bank is seeking an experienced investment leadership professional in Chicago to deliver high quality sales and service to investment clients and to lead risk-aware portfolio management activities. You will collaborate across the branch and regional teams to drive client solutions, develop investment proposals, and oversee governance of investment policies and performance.

The role emphasizes fiduciary expertise, equity and fixed income markets knowledge, and strategic leadership

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 internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.
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.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Helds responsibilities to determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
Leads/supports contract negotiations with vendors, balancing cost, risk and performance.
Develops and manages a business/group program.