Associate, Institutional Relationship Management

Bank of Montreal
London, United Kingdom
Nov 08, 2017
Dec 09, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Key Accountabilities:

Client Support and Relationship Management  

  • Support sales and trading activities with strategies and market information customized to suit their client's individual needs. The Relationship Manager will be available to accompany all staff to assist with client calls, presentations, and seminars.
  • Respond to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.
  • Develop and leverage relationships across LOBs, with executive and external clients to foster and support intra-group coordination while carrying out accountabilities
  • Working knowledge of Institutional Client sectors and their investment strategies across hedge funds, asset management, pension funds, insurance investment managers, sovereign wealth funds and central banks.
  • Establish own portfolio of Clients.

Market Knowledge and Analysis

  • Develop strong market knowledge in order to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
  • Read, analyse and interpret common technical journals, financial reports, and legal documents, specifically ISDA/CSAs, GMRAs, GMSLAs and MCAs in order to better serve client needs.
  • Use analytical skills (probability, statistical inference, concepts such as fractions, percentages, ratios and proportions) and be able to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Strong knowledge of current regulatory legislation - Dodd Frank, Uncleared margin rules & MiFID II impacting Institutional trading products clients and ability advise appropriately.
  • Define problems, collect data, establish facts, and draw valid conclusions
  • Use Financial & Analytical analysis to communicate effectively and succinctly with clients.
  • Develop marketing ideas and help initiate transactions through appropriate presentation of financial data.

Risk Management

  • Responsible for the prudent management of the Bank's exposure.  Must operate within Bank recommended policies.
  • Take action to reduce risk, including the development of hedging and trading strategies

Knowledge & Skills:


  • University degree in Finance/Accounting/Economics/Mathematics/Statistics
  • CFA & ACA qualified candidates are preferable
  • 7-10 years of industry related experience
  • Working knowledge of financial markets across North American (CAD &USD) Rates, Equities and Structured Trading Products with previous exposure to the financial markets and/or analysis gained through a combination of work and educational qualifications is required.
  • Working knowledge of capital markets, pricing, trading/hedging strategies, market and credit risk management and familiarity with a variety of the field's concepts, practices and procedures.
  • Working knowledge of Institutional Client sectors and their investment strategies across hedge funds, asset management, pension funds, insurance investment managers, sovereign wealth funds and central banks.
  • Required regulatory licenses as necessary for location.


  • Strong quantitative, technology and finance skills
  • Strong risk management skills, fundamental analysis skills and leadership abilities
  • Ability to find and communicate ongoing events that affect or that can affect the market
  • Delivers clear, effective communication and takes responsibility for understanding others
  • Able to exercise independent thought and judgment and adapt to new tasks with little notice
  • Details and results oriented and able to prioritize tasks in a multi-task environment
  • Demonstrated computer skills with the ability to learn new systems and spreadsheets quickly. 
  • Proficient in Microsoft Excel, Word and PowerPoint, Outlook, Bloomberg, Reuters and other market data packages.
  • Excellent problem solving and analytical skills
  • Ability to prioritize competing responsibilities working in a fast-paced, highly pressured work environment
  • Strong focus on meeting client needs
  • Ability to discern trading desk dynamics
  • Strong inter-personal and negotiating skills

Key Information:

Salary: Competitive salary offered

Application start date:8 November 2017

Application end date: 5 December 2017

Job Type: Full-time

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