BMO U.S.

Director, Senior Portfolio Manager

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: San Francisco • California • United States

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Salary

💰 $122,400 - $228,000 per year

Job Level

Senior

About the role

  • Provides technical expertise for all aspects of investment management and administration to ensure compliance.
  • Works collaboratively within the branch and the regional team as part of the client/relationship management solution.
  • Identifies and makes referrals to other business groups as appropriate.
  • 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.

Requirements

  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • MBA 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.
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio managementfiduciary lawequity marketsfixed income marketstax-related issuesregulatory environmentinvestment managementstrategic leadershipbusiness development strategiesinvestment proposals
Soft Skills
verbal communicationwritten communicationanalytical skillsproblem solvinginfluence skillscollaboration skillsteam skillsmanaging ambiguitydata driven decision making
Certifications
MBAFinance certification