VP, GAM Alternative Investments, Investor Relations

Application Deadline:

01/05/2025

Address:
100 King Street West

Job Family Group:

Strategy & Change

Provides subject matter expertise in the development and implementation of key processes related to investor relations communications for alternative investment products at BMO GAM.

Works across BMO to deliver specific business results in alignment with overall group goals.

Core accountabilities:

• Develop and maintain investor materials such as investor presentations, fact sheets, due diligence materials and internal communications.
• Key point of contact for Alternative Distribution team in responding to wholesaler, investment advisor/counsellor, or end-client queries.
• Respond to client queries related to published content and coordinate internally to provide high-quality, timely responses.
• Produce compelling, investor-friendly thought leadership aimed at enhancing BMO GAM's current alternative investments platform, from both a product and implementation standpoint.
• Conduct ad hoc research in support of building Alternatives platform and processes.
• Provide continuous support, knowledge, and training to the Sales Team regarding product structures and investment solutions.
• Conducts analysis required to inform strategic recommendations and considers the "big picture" when assessing whether a course of action is advisable in terms of the group and enterprise goals.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Leads implementation of investment communication priorities across BMO GAM by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders and industry partnerships.

Qualifications:

• Typically, between 5-7 years of experience and post-secondary degree.
• Ideally +3 years of directly relevant experience in Asset Management , Investor Relations, Communications, or Investment Product Management roles.
• Must be intellectually curious, particularly about asset management and alternative investments.
• In depth verbal & written communication skills.
• In-depth analytical and problem-solving skills.
• In-depth data driven decision-making.

Salary :

$74,800.00 - $138,600.00

Pay Type:

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.