Portfolio Manager
- Employer
- BMO Private Bank | Wealth Management
- Location
- Scottsdale, Arizona
- Salary
- Competitive compensation package.
- Closing date
- Nov 13, 2022
View more
- Job Function
- Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Commercial Bank, Credit Union, Private Bank, Savings & Loan,
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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BMO Private Bank Portfolio Managers work collaboratively within a Client Strategy Team as the investment portfolio manager / investment specialist by drawing from BMO Private Bank's global research and resources to construct, monitor, and manage client investment portfolios. Must have in-depth understanding of portfolio management principles, asset mix determination, equity and fixed income markets, and tax-related issues affecting investments. Strong analytical, problem-solving, and communication skills are required.
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