VP/Director, Portfolio Manager, Global Consumer Sector

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BMO Global Asset Management is seeking an experienced Portfolio Manager, Global Consumer Sector to join its Global Equity team. The successful candidate will be responsible for generating differentiated investment insights and managing capital within the Consumer Discretionary and Consumer Staples sectors on a global basis. The role requires deep fundamental research capabilities, strong portfolio construction skills, and the ability to identify long-term secular winners and emerging investment opportunities across developed and emerging markets.

The Portfolio Manager will contribute directly to investment performance through security selection, sector allocation, risk management, and active participation in portfolio management discussions. The successful candidate will operate within a collaborative team environment while maintaining ownership over sector research and investment recommendations.

Key Responsibilities

Investment Research & Idea Generation

• Develop and maintain deep expertise in the global Consumer Discretionary and Consumer Staples sectors.
• Conduct comprehensive fundamental research on companies, including:
  • Business model analysis
  • Competitive positioning
  • Industry structure
  • Management assessment
  • Capital allocation
  • ESG and responsible investment considerations
  • Financial modeling and valuation
• Generate high-conviction, actionable investment recommendations supported by differentiated insights.
• Identify secular growth opportunities and disruptive trends impacting global consumers.
• Evaluate industry dynamics including:
  • Consumer behavior shifts
  • E-commerce penetration
  • Brand strength and pricing power
  • Supply chain developments
  • Demographic trends
  • Digital transformation

Portfolio Management

• Manage sector exposures across global equity portfolios.
• Construct and maintain concentrated portfolios while balancing risk and return objectives.
• Assess position sizing, portfolio risk, liquidity, correlation impacts, and factor exposures.
• Monitor portfolio holdings continuously and reassess investment theses as new information emerges.
• Contribute to overall asset allocation and investment strategy discussions.
• Collaborate with other sector portfolio managers and analysts to identify cross-sector investment opportunities.

Thought Leadership

• Develop and communicate sector views to investment committees, clients, and distribution teams.
• Produce written research reports and investment commentary.
• Present investment recommendations with confidence and conviction.
• Be recognized as a credible internal and external voice on consumer sector trends and opportunities.
• Maintain awareness of macroeconomic, geopolitical, regulatory, and market developments that may influence sector performance.

Team Contribution

• Mentor junior analysts and associate portfolio managers.
• Foster collaboration across the Global Equity team.
• Contribute to research process improvements and investment innovation.
• Participate in client meetings, conferences, and industry events as required.
• Support business development and marketing initiatives through investment expertise and client engagement.

Qualifications

Education & Credentials

• Undergraduate degree in Finance, Economics, Commerce, Business, or related discipline.
• CFA designation strongly preferred.
• MBA or other advanced degree considered an asset.

Experience

• 10+ years of relevant investment management experience.
• Demonstrated experience covering Consumer Discretionary and/or Consumer Staples sectors.
• Proven track record of successful investment recommendations and portfolio management decisions.
• Experience managing institutional or retail investment portfolios preferred.
• Strong understanding of global financial markets, capital markets, and portfolio construction.

Technical Skills

• Advanced financial modeling and valuation expertise.
• Strong analytical and quantitative capabilities.
• Excellent understanding of portfolio risk management.
• Ability to synthesize large amounts of information into actionable investment conclusions.

Personal Attributes

The ideal candidate will demonstrate:

• Deep curiosity and passion for investing.
• Independent thinking and intellectual rigor.
• High conviction supported by evidence-based analysis.
• Strong communication and presentation skills.
• Ability to influence investment outcomes through thoughtful debate.
• Collaborative, team-oriented mindset.
• Entrepreneurial spirit and ownership mentality.
• Humility, integrity, and continuous learning orientation.
• Ability to thrive in a fast-paced, performance-driven environment.

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.