Expand your career as a Portfolio Associate at BMO Private Banking Canada. This role involves managing client investment accounts, implementing strategies, and generating insightful reports.

The Portfolio Management Group seeks a skilled individual to assist Investment Counselors in administering discretionary accounts. Collaborating with PMG Managers and the trading desk, you will ensure seamless implementation of investment recommendations. Your expertise will contribute to risk management and enhancing client proposals.

Key Responsibilities

• Assist with implementation of investment recommendations
• Create customized reports and client proposals
• Liaise with trading desk to maximize synergies
• Drive efficiencies within the team
• Support ad-hoc projects related to wealth initiatives

Requirements

• Minimum 3 years in investment or financial services
• University degree in rela...