Associate, Institutional Client Portfolio Management, GAM

04/02/2026

Address:

100 King Street West

Customer Solutions

Role Overview

The Associate, Institutional Client Portfolio Management (CPM) supports the Institutional business by acting as bridge between investment management and distribution. The associate CPM will combine investment expertise across one or more asset classes with a commercial mindset to bring the best of BMO GAM’s capabilities to bear in solving for the complex needs of institutional investors.

Key accountabilities include supporting portfolio data and analytics requests, producing thoughtful and high-quality commentary, supporting strategic projects, and proactively identifying opportunities to leverage our investment capabilities in the institutional space.

The role involves a high level of visibility and requires close collaboration across several teams including Portfolio Management, Sales, Marketing, Product, and Data and Analytics. The successful candidate will demonstrate strong investment acumen, excellent communication skills, and a high degree of adaptability as they collaborate with colleagues across the organization.

Accountabilities

Investment Analytics & Portfolio Support

• Prepare and maintain portfolio analytics using 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 across institutional mandates.
• Develop a strong understanding of portfolio construction frameworks, asset allocation decisions, and positioning across strategies.
• Support investment solution design for the institutional business, leveraging analytical skills and knowledge of asset allocation principles.

Content Creation & 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 pitch decks, client review materials, and institutional presentations.
• Collaborate with Marketing & Communications teams to ensure investment content is accurate, consistent, and aligned with institutional standards.
• Support the Head of Institutional Client Portfolio Management in creating thought leadership pieces

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 institutional requests.

Qualifications / Skills / Experience

• CFA designation (or progress toward CFA)
• 2–5 years’ experience in asset management, investment consulting, or capital markets, ideally in an investment analytics, research, CPM, or portfolio management role.
• Strong understanding of portfolio construction and asset allocation concepts as they relate to different types of institutional investors.
• Broad investment knowledge across asset classes, with depth in one or more areas.
• Strong analytical skills, including experience with performance analysis, attribution, and investment data.
• Skilled in the use of some, or all, of the following software: FactSet, Bloomberg, Morningstar Direct, Excel, Powerpoint.
• Excellent written and verbal communication skills, with the ability to produce clear, accurate, and professional materials.
• High attention to detail and strong judgement; commitment to accuracy and quality in all deliverables.
• Commercially aware, with an understanding of the institutional investment landscape and client needs.
• Highly adaptable, self‑directed, and comfortable working in an environment with evolving 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.