Senior Investment Portfolio Manager

Senior Investment Portfolio Manager at BMO Financial summary:

Senior Investment Portfolio Manager provides advanced investment management, fiduciary oversight, and strategic leadership for a portfolio or jurisdiction, delivering high-quality client sales and service. The role designs model portfolios, conducts performance analytics and reporting, leads strategic initiatives and change programs, and manages vendor relationships and governance. Requires deep expertise in portfolio management, regulatory and tax issues, client relationship building, and data-driven decision making, typically with 7+ years' experience and relevant qualifications.

Final date to receive applications:

Address:

Job Family Group:

Provides high quality sales and service to investment clients to deliver an exceptional client experience. 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.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.
• Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.
• Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.
• May provide specialized support for other internal and external regulatory requirements.
• Oversees the design, development, and implementation of tools and training required to deliver business results.
• Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
• Leads/supports contract negotiations with vendors, balancing cost, risk and performance.
• Leads/participates in the design, implementation and management of core business/group processes.
• Develops and manages a business/group program.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Performs…