Specialist III-IC Investment Research at BMO | CA, US | Rezi

Specialist III-IC Investment Research at BMO

Specialist III-IC Investment Research

BMO · CA, US

1 months ago

Specialist III-IC Investment Research

BMO · CA, US

a month ago
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About the Role

The Research Director is involved in the investment selection, due diligence, and ongoing monitoring of 3rd party hedge fund managers. This role requires experience with hedge funds, familiarity with various strategies, relationship-building skills, a broad understanding of financial markets, and critical thinking. Direct client contact may be involved.

Responsibilities

  • Identify new hedge fund managers and investment strategies through networking and industry events.
  • Perform qualitative and quantitative analysis on prospective funds, assessing strategy, team, risk management, and performance.
  • Monitor existing hedge fund managers to ensure investment strategies remain consistent and risks are within expectations.
  • Assist with client portfolios and participate in client meetings.
  • Collaborate with internal partners to build the hedge fund platform, maximize usage, and provide communications.

Requirements

  • Must have a high level of interpersonal skills to handle sensitive and confidential situations.
  • Must demonstrate poise, tact, and diplomacy.
  • Must be able to interact and communicate with individuals at all levels of the organization.
  • Requires continual attention to detail, establishing priorities, and meeting deadlines.
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
  • Bachelor’s degree in a related field.
  • Seven or more years of relevant experience.
  • Strong preference for a graduate degree and/or CFA.

Skills

  • Collaboration & team skills
  • Analytical and problem-solving skills

Location

  • 320 S Canal Street

Work Type

  • Salaried

Experience Level

  • Seven or more years of relevant experience

Education Level

  • Bachelor’s degree in a related field
  • Graduate degree
  • CFA

Salary/Compensations

  • $96,200.00 - $179,400.00

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

About the Company

  • 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 http://jobs.bmo.com/us/en

Equal Opportunity

  • BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
  • BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.