06/27/2026
Address:
100 King Street West
Customer Solutions
This role sits within the Client Portfolio Management team and supports senior Client Portfolio Managers primarily across equities and fixed income strategies. The Associate will contribute to portfolio analytics, investment commentary, and presentations by translating investment insights into clear and valuable insights for investors.
This role is suited to individuals looking to build broad investment knowledge and commercial awareness across the retail and institutional investment landscape.
Accountabilities
Investment Analytics & Portfolio Support
Prepare and maintain portfolio analytics using data from platforms such as Bloomberg, FactSet, Morningstar, and internal systems.
Work with the Analytics team and assist in the setup, maintenance, and interpretation of performance attribution and reporting.
Develop a strong understanding of portfolio construction frameworks, asset allocation decisions, and positioning across strategies.
Investment Communication
Draft high‑quality investment materials including market commentaries, portfolio reviews, investment updates, and internal briefing notes.
Support the development and ongoing improvement of presentations and marketing collateral
Collaborate with Marketing & Communications teams to ensure investment content is accurate, consistent, and aligned with firm standards.
Coordination & Project Support
Act as a point of coordination between Client Portfolio Management, Portfolio Management, Product, Sales, and Operations teams on analytics, reporting, and investment‑related initiatives.
Proactively follow up on deliverables, resolve data or process issues, and ensure timely completion of assigned projects.
Support strategic initiatives including new product development and enhancements to institutional offerings.
Contribute to responses for RFPs, due diligence questionnaires, consultant reviews, and ad‑hoc requests.
Qualifications / Skills / Experience
1–4 years of experience in asset management, wealth management, or investment consulting
Progress toward CFA is preferred
Demonstrated knowledge of financial markets, different asset classes, and portfolio construction
Strong analytical skills with attention to detail and data accuracy
Proficiency in Excel and PowerPoint; experience with Bloomberg, Morningstar Direct, FactSet, or similar platforms is an asset
Clear and concise written and verbal communication skills, with the ability to translate market and portfolio data into valuable insights for both retail and institutional investment audiences.
Organized, proactive, and able to manage multiple priorities
$63,700.00 - $118,300.00
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.
