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Director, ETF and Alternatives Strategy - R250010130 Toronto

BMO Bank of Montreal

Toronto, Ontario

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  Save this job      2025-06-14

Director, ETF and Alternatives Strategy - R250010130 Toronto

BMO Bank of Montreal

Toronto, Ontario

 

Salary: $88,400.00 - $163,800.00

 

Country: Canada

 

Application Deadline:

Key responsibilities

• Will be working on providing content for BMO GAMs diverse set of clients
• To support the senior strategist in regular publications – and take ownership of a few of those publications over time
• To support the senior strategist on idea generation and to discuss relevant views and topics to be covered in reports
• To develop quantitative models related to market movements and also on ETFs
• To maintain economic models and to contextualize them for others
• To support the distribution team on sales pitches, idea generation, and other requests related to client needs
• To support the PM team in developing predictive analytics and talking points
• Work with the product team to create content for targeted products
• To appear on podcasts related to the BMO GAM brands
• To eventually grow into a thought leader in the BMO GAM eco-system

Strong Assets:

• 5-6 years of experience in the capital markets and/or investment management areas.
• Bachelors degree in economics, and/or finance.
• MBA or CFA is preferred
• Strong quantitative skills (R, Python preferred)
• Excellent verbal and written communication skills
• Proficiency in French (oral and written) is highly desirable

Develops investment ideas, investment themes, and asset allocation recommendations that are used by other investment areas within the firm. Generates investment ideas but does not manage portfolios. Provides input to strategic decision making. Supports new product and business development.

• Influences and negotiates to achieve business objectives.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
• Develops and recommends strategies to achieve investment goals of the organisation and / or its clients.
• Creates frameworks for analysing alternative investment and risk scenarios (e.g. overall investment return, interplay of various asset classes or securities, comparative market returns).
• Forecasts market changes based on economic and industry analyses; monitors technical trading trends.
• May help develop and market investment products, services and solutions.
• Contributes to business development in client and industry facing activities and events.
• Continuously pursues and identifies potential risk within our business and processes.
• Understands and adheres to all compliance requirements; ensures supporting documentation is maintained.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

• Qualifications:

• Typically between 6 – 8 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Completion of relevant investment certifications.
• Advanced understanding of business line and a growing understanding of the overall firm and the competitive environment.
• Advanced understanding of specialized discipline and gaining understanding of other disciplines.
• Deep knowledge and technical proficiency gained through extensive education and 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.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About BMO Bank of Montreal

Careers for service members, veterans and their families

We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.

BMO is a Poppy Campaign partner and invests over $265k per year in 3+ signature sponsorship properties, including the Canada Army Run, the Navy Bike Ride, and the RCAF Run.

• Next February, BMO will proudly support Veterans as an official Gold Sponsor of the Invictus Games – Vancouver Whistler 2025 which will welcome more than 500 competitors from 25 nations to experience the first ever Winter Games in Invictus Games history. The Games will also raise awareness of Indigenous CAF members and highlight the extraordinary service of Indigenous Veterans dating back over 200 years.
• We have committed over $2.25 million in major gifts in recent past, including pledges to Homes for Heroes and Canada Company.

At BMO, you’ll have the opportunity to use your commitment, discipline, and dedication to teamwork to make a difference. Come and grow your career with us.