Portfolio Analyst, Overlay Management
BMO — Toronto, ON, CAN
Posted 2026-09-03
Application Deadline: 09/08/2026 Address: 100 King Street West Job Family Group: Customer Solutions Under the day-to-day direction of the Associate Director and Lead, the primary role of the Portfolio Analyst is to assist and support the portfolio administrative and trade management functions for BMO Nesbitt Burns Managed Account Programs, coordinating with a number of stakeholders to ensure timely execution and completion of responsibilities. Major Duties and Responsibilities Assist in the processing and review of trades as a result of sub-advisors’ trade instructions and account-level requests in a timely and accurate manner Support ensuring the continuous and accurate flow of trade-orders Assist in the daily review and monitoring of client accounts and trades Support daily portfolio administrative processes such as corporate action reviews, model reconciliations and constraint management. Provide operational support to identify, research and resolve problems in a fast-paced, high-pressure environment, including those related to trade corrections. Participate with compliance functions to ensure activities and processes are within guidelines and meet regulatory requirements. Assis