Client Portfolio Associate at BMO

Elevate your career with BMO as an Associate in Client Portfolio Management. Focus on portfolio analytics across equities and fixed income strategies in a dynamic team environment.

This position is tailored for individuals seeking to deepen their investment knowledge within retail and institutional landscapes. You will support Senior Client Portfolio Managers by maintaining portfolio analytics, translating insights into compelling presentations, and ensuring the accuracy of investment materials. Your contributions will drive informed decision-making and enhance client relationships across various investment strategies.

Key Responsibilities:

• Prepare portfolio analytics using Bloomberg, Fact Set, and other platforms

• Draft high-quality market commentaries and investment updates

• Support analytics coordination among various teams

• Ensure investment content aligns with firm standards

• Contribute to RFP responses and consultant reviews

Requirements:

• 1–4 years in asset management or investment consulting

• Progress towards CFA preferred

• Strong analytical skills and financial markets knowledge

• Proficiency in Excel and Power Point

• Organized with the ability to manage multiple projects

Bring your expertise in analytics and investment communication to BMO and make a real impact.
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