Bmo funds advisor trax unitrax

bmo funds advisor trax unitrax

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Common Wealth Custody. Royal Bank Dominion. Knowledge of traditional and alternative investments including Hedge Funds, Private Equity and Real Estate, as well as capital markets vehicles such as structured notes and equity and fixed income derivatives, option strategies and taxation of investment products Expertise in Excel and PowerPoint required Experience using Bloomberg, Morningstar Direct and Zephyr preferred Ability to work well in teams and lead and manage projects from development to delivery Undergraduate background in Finance, Economics, Business, Statistics, Mathematics or Science valuable FINRA Series 7, 63 and 65 or 66 needed CFA or a commitment to pursue the certification desired.