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BMO Financial Group Analyst, Hedge Fund Research in Portland, Oregon


4380 SW Macadam Avenue

Job Family Group:

Wealth Sales & Service


The Hedge Fund Research Analyst is directly involved in supporting the hedge fund investment, monitoring and due diligence processes. The position has limited client contact, with a focus on critical research functions including information and data management.


  • Hedge Fund Research Due Diligence and Monitoring

  • Ensure the integrity of the collection and processing of information and data

  • Support Hedge Fund Research team with cyclical and non-cyclical reporting functions

  • Help in the preparation of written correspondence and updates to clients regarding investments

  • Assist Hedge Fund Research team and advisors in generating routine and custom client reports

  • Information/Database Management

  • Secure and organize all essential documentation for the Hedge Fund Research team

  • Log materials and other relevant information in internal databases and systems

  • Interact with fund managers and related third parties to obtain necessary information and data

  • Generate and analyze various reports for internal and external distribution

  • Provide operational support for internal fund offerings

  • Investment Process Execution

  • Coordinate with funds to procure necessary investment documents (offering memorandum, subscription agreement, etc.) and coordinate with advisors and clients to ensure documents are received and properly executed

  • Coordinate with advisors and clients on redemptions and notify analysts and funds directly on such redemptions


  • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy.

  • Must be able to interact and communicate with individuals at all levels of the organization.

  • Must have knowledge of a variety of computer software applications in word processing, spreadsheets, database and presentation software (MSWord, Excel, PowerPoint)

  • Continual attention to detail in composing, typing and proofing materials, 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; three or more years of relevant experience; or equivalent combination of education and experience.

  • Growing understanding of the functional area and operating environment.

  • Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.

  • Collaboration & team skills

  • Analytical and problem solving skills

We’re here to help

At BMO Harris Bank 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 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.

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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 N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial GroupServing customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.