BMO Financial Group Investment Associate in Palo Alto, California


This position primarily involves supporting IAS Directors and Investment Advisors in the management of client relationships and oversight of client investment portfolios.


Advising, Support and Operations

  • Assist the IAS Directors and Investment Advisors in:

  • Investment policy creation and development

  • Asset allocation modeling

  • Coordinate with advisors and research on portfolio construction, investment manager recommendations and implementation of portfolios

  • Ongoing portfolio monitoring

  • Conduct special projects as requested by clients, IAS Directors and Advisors

  • Conduct review of client performance reports and work with Performance Group to ensure reports are correct, reflect all investment decisions and are timely

  • Prepare custodian searches

  • Prepare implementation plans

  • Prepare meeting notes when attending client meetings

  • Support advisors with coordinating investments between client, bank, custodian, etc.

  • Support advisors in coordinating meeting materials with advisory, research, performance and administrative staff

Relationship Management

  • Assist with correspondence to clients – quarterly meeting memos, topical briefs, etc.

  • Respond to client correspondence in a timely manner

  • Interface with family office, custodian, managers, etc.

  • Maximize client retentionInvestment Acumen and Professional Development

  • Have working knowledge of financial markets demonstrated by:

  • Reading publications on markets and keeping abreast of news/developments in the marketplace

  • Be able to explain investment concepts to clients without financial knowledge

  • Have working knowledge of all CTC buy list managers

  • Have working knowledge of client’s current and historical investments

  • Have working knowledge of estate planning (GRATs, CRTs, CLTs, etc.) and taxation (AMT, capital gains, K1s, UBIT, etc.)

Internal Responsibilities

  • Work with investment strategy team to implement and support internally and externally developed asset allocation software

  • Partner with advisory, research, performance and administrative staff at CTC to manage client relationships

  • Coordinate research and performance groups to ensure client deadlines are met

  • Respond to clients’ and CTC staff correspondence in a timely manner

  • Attend all Investment Committee and advisor meetings and Client Quarterly Research call

  • Serve of various committees and subcommittees as necessary



  • Undergraduate degree, CFA or CFA candidate, CIMA or CIMA candidate is a plus

  • 3 to 5 years of financial services experience

  • Excellent Excel skills

  • Strong verbal and written communication skills

  • Strong analytical abilities and superior attention to detail

  • Fundamental understanding of all types of financial markets and alternative investments

  • Understanding of statistical performance measures

  • Basic understanding of CTC’s systems and methodology (performance, asset allocation, research)

  • Work well in a team environment

  • High ethical standards

  • Understand and follow CTC compliance rules

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank 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 .

BMO Harris Bank 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. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.

Job Field:

Analytics & Reporting

Job Schedule:


Primary Location:

United States-California-Palo Alto