BMO · 19 hours ago
Associate Portfolio Manager
Chicago, IL, USA
Full-time
Onsite
Mid Level
$58K/yr - $106K/yr
4+ years expBMO Bank N.A. is seeking an Associate Portfolio Manager to provide high quality sales and service to investment clients. The role involves managing investment accounts, developing client relationships, and ensuring compliance with investment strategies and regulations.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Assists / oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs
Directly manages a limited number of investment accounts
Develops and implements customer contact schedule
Develops an overall understanding of assigned client’s investment strategy to best serve the customer
Provides general investment support to assigned accounts
Develops an understanding of the Bank’s investment strategy and philosophy and is effectively communicates this to clients and prospects
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Monitors and tracks performance, and addresses any issues
Designs and produces regular and ad-hoc reports, and dashboards
Uses models to structure a portfolio based on specific criteria
Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc
Implements portfolio re-optimizations and enters client equity and fixed income trades
Monitors cash balances in client accounts and identifies cash requirements
Participates in account review process and completion of required action items
Organizes client files and ensures proper documentation
Performs sales & service support activities as required to meet client needs and maintain overall service levels
Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports
Meets high-quality service standards to maximize relationship retention and growth
Develops rapport and instills confidence with the client to develop credibility and earn their trust
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Broad knowledge of financial markets, portfolio management theory, and relevant regulations
Proficiency with investment management software
Technical proficiency gained through education and/or business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Preferred
Finance related degree preferred
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
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