Manager, Portfolio Management Group
BMO — Toronto, ON, CAN
Posted 2026-08-26
Application Deadline: 09/08/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service 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 executing transactions upon request. Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks. Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio