Posted 5 months ago
Associate, Portfolio Analytics
@ Bank of Montreal
Toronto, Ontario
Overview
Bank of Montreal is hiring an Associate, Portfolio Analytics to support the CIO Office at BMO Life Assurance with quantitative analytics on portfolios, liabilities and balance-sheet metrics. The role builds Python-based analytics, pipelines and dashboards and runs asset-liability, trade and stress analysis for portfolio managers. The posting states the salary range of $78,400 to $144,900 per year, salaried, with a closing date of June 30, 2026.
Responsibilities:
- Build and maintain Python analytics, pipelines and calculation engines
- Produce asset-liability analytics and pre- and post-trade quantification
- Run scenario and stress tests and summarize results for PMs
- Develop and update investment and risk dashboards
- Support portfolio reviews and committee materials
Requirements summary:
- SQL, Python/R/SAS and visualization skills essential
- Capital markets and data analytics experience essential
- Investment designation preferred
- Knowledge of investment performance and risk strongly preferred
- Typically 3+ years of relevant experience
Tools & skills
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-06-20
- First seen by our source
- 2026-11-06
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Data & analytics |
| Experience | 3+ years |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (preferred), Master’s degree (preferred) |
| Fields of study | Relevant field |
| Perks mentioned | Retirement plan, Tuition support, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Bank of Montreal
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
- LinkedIn followers
- 529,147
- People associated on LinkedIn
- 59,168
- Reported office locations
- First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
- 111 W Monroe St, Chicago, IL 60603, US
- Business categories
- Wealth Management
- Finance
- Banking
- Financial Services
- Crowdfunding
- Other recorded names
- Bank of Montreal
- BMO
- Specialties
- Personal Banking
- Commercial Banking
- Wealth Management
- Capital Markets
- and Asset Management
- Profile identifies a recruitment agency
- No
- Reported total investment
- 8,114,072,573
Currency and observation date were not supplied; this is not a current valuation or a funding round.
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 10,001+ employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Specialties | Personal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management |
| Open jobs on Jobsy | 965 |
| View page |
Application Deadline:
06/30/2026Address:
250 Yonge StreetJob Family Group:
Customer SolutionsThis Associate, Portfolio Analytics will support the CIO Office in BMO Life Assurance (BMOLA) by delivering high‑quality quantitative analytics across portfolios, liabilities, and balance‑sheet metrics. The position plays an important enabling and influencing function by ensuring that investment conversations are supported by robust, transparent, and timely quantitative analysis. The role develops and maintains analytics, models, and dashboards that help decision‑makers understand portfolio risks, trade‑offs, and balance‑sheet implications.
This is a hands‑on, technical role designed for candidates with strong quantitative and programming skills who want direct exposure to front‑office investment process.
Key Responsibilities:
Portfolio, ALM & Trade Analytics
- Support discount curve construction and maintenance under established methodologies.
- Produce asset‑liability analytics, including duration, convexity, KRDs, and cash‑flow mismatch measures.
- Assist with pre‑trade and post‑trade quantification, calculating impacts on portfolio risk, carry, roll‑down, and surplus sensitivity.
- Run scenario and stress tests (rates, curve shape, spreads) and summarize results for PMs and CIO Office.
Balance Sheet & Risk Analysis
- Calculate surplus sensitivity and risk metrics under different market scenarios.
- Support decomposition of portfolio and surplus risk into rate, spread, and credit components.
- Assist with monitoring concentration, liquidity, and key risk indicators.
Dashboard & Analytics Development
- Build and maintain Python‑based analytics, data pipelines, and calculation engines.
- Develop and update investment and risk dashboards used by CIO Office and PMs.
- Ensure data accuracy, documentation, and reproducibility of analytics.
Collaboration &c Learning
- Work closely with senior analysts, PMs, ALM, and Risk teams.
- Contribute to investment materials and analytics for portfolio reviews and committees.
- Continuously enhance technical and market knowledge.
Required Qualifications:
- SQL, Python/R/SAS, and visualization (e.g., PowerBI) skills are essential.
- Knowledge and experience in capital markets are essential.
- Investment designation preferred.
- Knowledge of investment performance and investment risk strongly preferred.
- Data analytics skills are essential.
- Collaboration & team skills; with a focus on cross-group collaboration.
- Typically, 3+ years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Bachelor or M.Sc in relevant field preferred.
Salary:
$78,400.00 - $144,900.00Pay Type:
SalariedThe 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.
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