Manager, Portfolio Management Group, BMO Private Wealth

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The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)’s philosophy, strategies and mandates.

Key Accountabilities

1. Portfolio Administration and Implementation

2. Leadership & Team Effectiveness

3. Project Management

4. Risk Management & Control

1. Portfolio Administration and Implementation

Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC’s discretionary accounts.
Support Investment Counsellors in the administration and management of client portfolios by generating orders and exe...