Top Benefits
About the role
250 Yonge Street Toronto Ontario,M5B 2L7
TheDirector, Portfolio Analyticsleads the CIO Office Portfolio Analytics function in BMOLA, providing senior‑level quantitative insight that shapes how investment risks, trade‑offs, and balance‑sheet implications are analyzed and communicated across the organization. The role is responsible for setting the analytical agenda, governing core frameworks, and ensuring that investment discussions are supported by robust, consistent, and decision‑ready analysis.
The Director ensures that analytics meaningfully connect market dynamics, portfolio outcomes, liabilities, capital, and surplus, elevating the quality of investment deliberation.
Key Responsibilities:
Strategic Leadership of Portfolio Analytics
- Lead the Portfolio Analytics team.
- Develop the analytical vision and priorities for the CIO Office, aligned with investment strategy and balance‑sheet objectives.
- Set and develop methodological standards across portfolio risk, ALM, trade quantification, and balance‑sheet analytics.
- Act as the senior point of accountability for analytical integrity, consistency, and relevance.
ALM, Discount Curve & Liability Analytics Oversight
- Provide senior oversight of discount curve development and governance, ensuring alignment between investment, ALM, actuarial, and risk perspectives.
- Guide asset‑liability analytics covering duration, convexity, KRDs, cash‑flow mismatches, and scenario sensitivities.
- Shape how liability dynamics and curve movements are incorporated into portfolio construction and rebalancing discussions.
Trade Quantification & Portfolio Decision Support
- Own the pre‑trade and post‑trade analytics framework used to evaluate rebalancing, new investments, and strategic portfolio changes.
- Review trade analytics presented to the CIO, ALCO, and investment committees.
Balance Sheet Optimization, Capital & Surplus Analytics
- Lead analysis linking portfolio construction to capital efficiency, surplus volatility, and downside risk.
- Ensure balance‑sheet metrics are integrated into asset allocation, relative‑value, and optimization discussions.
- Support senior investment leadership in understanding risk‑reward trade‑offs under capital and liquidity constraints.
Risk, Reporting & Dashboard Strategy
- Own the design philosophy and content standards for CIO‑level dashboards and reporting.
- Balance analytical depth with clarity and usability for senior stakeholders.
- Drive automation, standardization, and transparency across reporting views.
Data, Systems & Governance Partnership
- Act as the business owner for portfolio analytics systems and tools, ensuring analytics move from prototype to production‑grade implementation.
- Work with across functions technology, data, and platform teams to ensure analytics are supported by robust, scalable, and well‑governed data infrastructure.
- Ensure strong controls, documentation, and auditability for analytics.
Required Qualifications:
- Bachelor’s degree in Finance, Mathematics, Engineering, Economics, or related field; CFA or advanced degree strongly preferred.
- 8+ years of experience in insurance investments, portfolio analytics, ALM, risk analytics, or investment strategy.
- Strong working knowledge of Python‑based analytics, with ability to review and challenge models and code.
- Deep familiarity with dashboards, reporting systems, and analytics platforms.
- Strong appreciation of data architecture, governance, and system dependencies.
- Demonstrated experience operating in a front‑office or CIO‑level environment.
- Expert‑level understanding of portfolio analytics, scenario analysis, and risk decomposition.
Salary:
$86,000.00 - $160,000.00
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.
Not the right fit? Search for Director, Portfolio Analytics jobs in Toronto, ON
About BMO
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry.
Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.
Our social media terms of use: https://www.bmo.com/socialmediatermsofuse
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Top Benefits
About the role
250 Yonge Street Toronto Ontario,M5B 2L7
TheDirector, Portfolio Analyticsleads the CIO Office Portfolio Analytics function in BMOLA, providing senior‑level quantitative insight that shapes how investment risks, trade‑offs, and balance‑sheet implications are analyzed and communicated across the organization. The role is responsible for setting the analytical agenda, governing core frameworks, and ensuring that investment discussions are supported by robust, consistent, and decision‑ready analysis.
The Director ensures that analytics meaningfully connect market dynamics, portfolio outcomes, liabilities, capital, and surplus, elevating the quality of investment deliberation.
Key Responsibilities:
Strategic Leadership of Portfolio Analytics
- Lead the Portfolio Analytics team.
- Develop the analytical vision and priorities for the CIO Office, aligned with investment strategy and balance‑sheet objectives.
- Set and develop methodological standards across portfolio risk, ALM, trade quantification, and balance‑sheet analytics.
- Act as the senior point of accountability for analytical integrity, consistency, and relevance.
ALM, Discount Curve & Liability Analytics Oversight
- Provide senior oversight of discount curve development and governance, ensuring alignment between investment, ALM, actuarial, and risk perspectives.
- Guide asset‑liability analytics covering duration, convexity, KRDs, cash‑flow mismatches, and scenario sensitivities.
- Shape how liability dynamics and curve movements are incorporated into portfolio construction and rebalancing discussions.
Trade Quantification & Portfolio Decision Support
- Own the pre‑trade and post‑trade analytics framework used to evaluate rebalancing, new investments, and strategic portfolio changes.
- Review trade analytics presented to the CIO, ALCO, and investment committees.
Balance Sheet Optimization, Capital & Surplus Analytics
- Lead analysis linking portfolio construction to capital efficiency, surplus volatility, and downside risk.
- Ensure balance‑sheet metrics are integrated into asset allocation, relative‑value, and optimization discussions.
- Support senior investment leadership in understanding risk‑reward trade‑offs under capital and liquidity constraints.
Risk, Reporting & Dashboard Strategy
- Own the design philosophy and content standards for CIO‑level dashboards and reporting.
- Balance analytical depth with clarity and usability for senior stakeholders.
- Drive automation, standardization, and transparency across reporting views.
Data, Systems & Governance Partnership
- Act as the business owner for portfolio analytics systems and tools, ensuring analytics move from prototype to production‑grade implementation.
- Work with across functions technology, data, and platform teams to ensure analytics are supported by robust, scalable, and well‑governed data infrastructure.
- Ensure strong controls, documentation, and auditability for analytics.
Required Qualifications:
- Bachelor’s degree in Finance, Mathematics, Engineering, Economics, or related field; CFA or advanced degree strongly preferred.
- 8+ years of experience in insurance investments, portfolio analytics, ALM, risk analytics, or investment strategy.
- Strong working knowledge of Python‑based analytics, with ability to review and challenge models and code.
- Deep familiarity with dashboards, reporting systems, and analytics platforms.
- Strong appreciation of data architecture, governance, and system dependencies.
- Demonstrated experience operating in a front‑office or CIO‑level environment.
- Expert‑level understanding of portfolio analytics, scenario analysis, and risk decomposition.
Salary:
$86,000.00 - $160,000.00
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.
Not the right fit? Search for Director, Portfolio Analytics jobs in Toronto, ON
About BMO
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry.
Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.
Our social media terms of use: https://www.bmo.com/socialmediatermsofuse