Application Deadline:05/16/2026

Address:100 King Street West

Customer Solutions

The Associate Portfolio Manager will join an experienced and dynamic team that builds and manages exchange traded funds (ETF), mutual funds and institutional mandates. The role will focus on Index ETFs and will support both equity and fixed income portfolio management teams.
This role's main focus will be Equity Index portfolios, but will have cross asset opportunities and will be responsible for analysis and management of indexed ETFs, mutual funds, and institutional strategies, across Canadian and international mandates. The portfolio manager will aid in the development of scalable processes to drive business growth. The portfolio manager’s responsibilities will include, but are not limited to, portfolio management, trading and execution, rebalancing, regular economic commentaries, corporate actions, idea generation and product engineering, and interacting with market participants/liquidity. In addition to portfolio management responsibilities, the successful candidate will also contribute to client focused commentary, performance and attribution analysis, as well as taking part in client presentations, to support the overall ETF product offering within BMO GAM.

Key Dimensions

• Investment Management - Index ETF and Passive Institutional Strategies
• Programming (Python) - Business Infrastructure
• Trading and Execution
• Custom Solutions Research
• Economic Commentary
• Client Service
• Risk Management & Compliance

Accountabilities

Investment Management – Index ETF and Passive Institutional Strategies

• Responsible for the day to day management of a defined set of Index ETFs - Equity
• Ensure each ETF tracks their respective index within allocated tolerance.
• Monitor corporate actions and decide on best course of action.
• Build a trading strategy for any fund rebalances and portfolio transitions to minimize market impact and tracking
• Currency Hedging – Support the team during monthly hedge roll adjustments
• Aid in the analysis of performance and investment decisions to defend to senior investment committee.

Programming (Python) - Business Infrastructure

• Responsible to maintain and enhance the BMO ETFs investment infrastructure, for both fixed income and equity mandates.
• Work with internal parties (Business infrastructure, data, technology, operations) to ensure that daily processes are effectively designed, built and operating
• Work with portfolio management team to improve the scalability of the business by improving automation

                                        

Sales/Client Service

• Function as subject matter expert to support sales initiatives to drive asset growth.
• Foster a highly integrated and collaborative partnership with the sales team to deliver exceptional client service.
• Support products through education and sales
• Participate in client focused road shows, presentations and meetings.
• Support the construction of PR and media messaging as the subject matter expert for ETFs as opportunities arise.
• Promote BMO ETFs both externally and internally.

Risk Management & Compliance

• Maintain the highest fiduciary duty when representing and acting in our clients’ interests.
• Continuously pursue and identify potential risk within our business and processes. 
• Eliminate, where possible, manual processes
• Automate and build systems that reduce operational risk.
• Ensure controls are in place and are being followed
• Join a culture that continuously looks to mitigate operational risk.

Qualifications:

• Typically between 4 - 5 years of direct investment experience, either buy or sell side (sales, trading, research, portfolio management, etc)
• Established track record of providing strong investment performance and effective risk management.
• Completion of relevant investments certification. Completion (or working towards) CFA.
• Experienced understanding of business line and a basic understanding of the overall firm.
• Experienced understanding of specialized discipline.
• 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.

$78,400.00 - $144,900.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.