Looking for a job

Harshal Joshi

@harshaljoshi1

Investment and trading professional at BMO who executed 100+ daily securities trades and supported oversight of portfolios exceeding $2.2B AUM.

India

Message

At BANK OF MONTREAL (BMO FINANCIAL GROUP), I produced portfolio exposure, drift, and performance analysis supporting oversight of multi-asset portfolios exceeding $2.2B AUM. I also validated and executed 100+ daily securities trades and supported trade settlement, reconciliation, and exception resolution.

As an Investment Specialist at BANK OF MONTREAL (BMO FINANCIAL GROUP), I provided quotes and executed 50+ daily trades across FX, equities, bonds, bullion, ETFs, mutual funds, and options. Earlier, at TANGERINE BANK, I supported client service and maintained KYC, AML, and FATCA compliance for registered investment accounts.

Experience

Work history, roles, and key accomplishments

Portfolio Associate

Bank of Montreal

Jul 2026 - Aug 2026 (1 month)

Produced portfolio exposure, drift and performance analysis for multi-asset portfolios exceeding $2.2B AUM. Validated and executed 100+ daily securities trades while maintaining operational controls and compliance.

Trade Execution Trading Lifecycle Portfolio Analysis Performance Analysis Trade Validation Controls Settlement Coordination Reconciliations Exception Management Operational Risk Compliance Charles River IMS Factset Broadridge

Service Specialist, Managed Accounts

Bank of Montreal

Aug 2022 - Jul 2026 (3 years 11 months)

Served as primary liaison for discretionary managed accounts exceeding $15M AUM, coordinating with advisors and custodians. Produced portfolio performance reports and supported trade lifecycle activities.

Portfolio Servicing performance reporting Reconciliations Compliance Monitoring Operational Controls Stakeholder Management Training Wealth360 Salesforce

Investment Specialist

Bank of Montreal

Apr 2021 - Aug 2022 (1 year 4 months)

Provided quotes and executed 50+ daily investment trades across FX, equities, bonds, bullion, ETFs, mutual funds and options. Supported portfolio performance analysis and investment product transactions.

Trade Execution FX Equities Bond ETF Mutual Funds Options Performance Analysis Corporate Actions Investment Regulation Global Plus Nexen

Client Service Specialist

Tangerine Bank

Dec 2020 - Mar 2021 (3 months)

Delivered professional client service while supporting client acquisition and cross-selling. Maintained KYC, AML and FATCA compliance across registered investment accounts.

Client Services KYC AML FATCA Compliance Account Servicing