BMO Financial Group ESG Integration Manager, Responsible Investment in Toronto, Ontario
100 King Street West
Job Family Group:
BMO GAM’s Responsible Investment team oversees the firm’s ESG initiatives and supports all investment teams in integrating ESG considerations into the investment process. In addition to supporting investment processes, the team owns and executes on BMO GAM’s firm wide commitments to responsible investment, develops thought leadership on emerging ESG topics and employs a progressive approach to active ownership activities. The team works with both internal and external stakeholders across all sales channels in both asset management and the wider wealth businesses.
The ESG Integration Manager, Responsible Investment conducts investment research to support portfolio and business objectives, including researching managers and/or performing analysis that supports portfolio management and the development of new investment strategies. Works closely with Portfolio Managers and the portfolio management team to capture research in the portfolio management process.
Work with portfolio managers to support the integration of material ESG risks and opportunities in the investment analysis process across asset classes
Recommend, procure and integrate applicable ESG data for all asset classes to support investment decision making process
Support investment professionals (Analysts and PMs) on accessing and analysing ESG data related to their respective asset class and coverage area
Understand the SASB materiality framework to advise Analysts and PMs on how to incorporate ESG factors into their modelling
Work with multi-asset to build a robust ESG due diligence questionnaire to be used with sub-advised funds
Partner with Product and the relevant investment team to develop credible ESG reporting across fund range
Develop narrative on our ESG integration strategy by asset class to be used in client marketing material
Work with the Business Architecture team to integrate ESG analytics into in-house portfolio management systems
Coordinate and align with business lines across BMO Financial Group to ensure consistent integration of ESG characteristics in reporting to end investors
Customer Service Advisory
Acts as a trusted subject matter expert to assigned investment sector(s) or coverage area.
Influences and negotiates to achieve investment objectives.
Recommends and implements solutions or recommendations based on analysis of issues and implications for the investment sector and/or portfolio.
May assist in the development of sector or portfolio strategies
Identifies emerging issues and trends to inform decision-making.
Strategy / Strategic Initiatives
- Conducts independent analysis and assessment to contribute to team priorities or strategies to resolve strategic issues
Monitors and tracks performance, and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Analyses complex data and information to provide insights and recommendations.
May manage databases and provide support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards
Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined research.
Works with more senior staff on larger and/or more complex client portfolios or mandates, territories, issues and relationships.
Typically require 10+ years of direct or relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, preferably in Asset Management
Strong foundation in quantitative analysis, statistics, econometrics, modelling, and/or big data processing
Experience using quantitative and qualitative ESG data and the ability to translate complexities into concrete recommendations for investment decision-makers
Experience working on ESG issues applied in an investment context (quantifying ESG risks and opportunities into valuations)
Portfolio management experience an asset and a broad understanding of the nuances between asset classes (equity, fixed income, ETFs, alternatives)
Growing understanding of the market. In-depth analytical and interpretive skills; capable of sourcing and identifying pertinent factors from large volumes of information.
In-depth organizational skills; strong attention to detail and risk. Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
We’re here to help
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.
BMO Financial Group Serving 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.