Portfolio Manager and Analyst

Location
Vancouver, BC Canada
Salary
Competitive salary plus full benefits with opportunities for growth based on Team Performance
Posted
Oct 26, 2021
Closes
Dec 25, 2021
Employment Type
Full Time
Education
Bachelors

We are looking for a dynamic individual to join the portfolio management side on one of the top teams in Canada at BMO Nesbitt Burns Private Client Division.  Our team in Vancouver, BC has $1.1bn+ AUM in proprietary portfolio models and the candidate would be working alongside the existing Portfolio Managers on idea generation, portfolio analysis, quantitative research, and much more.  The candidate should be a CFA charter holder, CMT preferred, and will have to be registered with IIROC as a licensed Investment Advisor and Portfolio Manager.  It is expected that the applicant has strong knowledge of the equity markets and prior industry experience is also preferred.  Key responsibilities of this role could include and are not limited to: Monitoring portfolio positions relative to the market Portfolio analysis using relative strength and quantitative tools to generate themes and investment opportunities Technical analysis and charting to indicate buy or sell recommendations Portfolio Performance monitoring and analysis, providing commentary for newsletters and marketing Provide support to team members for marketing and business development Overall management and construction of portfolio models within IPS and Compliance standards Qualifications include: Bachelor Degree CFA/CMT Charter holder 5+ years industry experience Ability to prioritize tasks and manage multiple responsibilities with integrity Ability to collaborate in a team environment Any experience with trade platforms, research and charting programs, is a benefit Language skills would also be a benefit Please contact us if you would like to learn more about our team and this exciting opportunity.  We look forward to hearing from you. http://nesbittburns.bmo.com/brezer.vos/ 

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