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Bank of Montreal

Runs Canadian and US banks for people and firms

Vice President Portfolio Manager - Quantitative Investment

Asset ManagementConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaIn-person

About the Job

Requirements

  • A minimum of 10 years of experience working in active quantitative equity.
  • A minimum of 5 years of experience working as a portfolio manager in active quantitative equity.
  • Experience with quantitative equity investment is required.
  • Experience working with clients is required.
  • A CFA charterholder or CIM designation is required.

Responsibilities

  • Manage and execute a fundamentally driven, quantitatively implemented active equity investment process.
  • Manage quantitative portfolios with overall responsibility for positioning, trading decisions, investment performance, and internal and external client communications.
  • Perform quantitative and/or fundamental analysis to understand and validate proposed trades and portfolio exposures.
  • Generate investment insights to be tested and implemented in stock selection, portfolio construction, and risk management.
  • Work with fundamental research analysts within the firm to translate investment insights into a systematic, data-driven investment process.
  • Oversee and execute quantitative research projects.
  • Identify and implement opportunities to improve the investment process.
  • Oversee platform development, including production, research, and attribution capabilities, as well as new data sources and analytical techniques.
  • Represent the investment process to internal and external clients by educating internal sales and client service teams, meeting existing and potential clients in institutional and retail channels, and serving as a trusted thought partner to internal channels including Multi Asset and Wealth.
  • Help drive the business direction and growth strategy for the Canadian business.
  • Represent the business to internal and external constituents, including product, sales, and client service.
  • Develop and mentor junior members of the team.

Desired Qualifications

  • A graduate degree in business (MBA), finance, economics, mathematics, or a similar field is preferred.
  • A desire to work on a fundamentally driven, quantitatively implemented active equity investment team.
  • A strong understanding of quantitative investing.
  • Portfolio management experience.
  • Leadership and management experience, including the ability to drive a business forward, identify and execute on a growth plan, and potentially manage junior team members.
  • Strong teamwork and communication skills.
  • Strong attention to detail and demonstrated technical skills.
  • Strong presentation skills, including the ability to articulate complicated investment concepts in a way that resonates with consultants, institutional clients, and retail channels.
  • Comfort with technology and programming; coding experience in R, Python, Matlab, and/or SQL is attractive but not required.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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