# Harshal Joshi

Harshal Joshi is a remote worker on Himalayas, Portfolio Associate at Bank of Montreal, based in India.

Source: https://himalayas.app/@harshaljoshi1

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

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | India |
| Authorized to work in | India |
| Salary expectations | 70k+ INR |
| Job categories | Investment Specialist, Portfolio Associate, Service Specialist, Client Services Specialist |
| Skills | Trade Execution, Trading Lifecycle, Order Workflows, Equity Markets, Portfolio Management, Portfolio Analysis, Performance Analysis, Investment Transactions, Trade Validation Controls, Trade Confirmation, Settlement Coordination, Reconciliations, Exception Management, Operational Controls, Regulatory Compliance |

## About

```text
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

### Portfolio Associate

[Bank of Montreal](https://himalayas.app/companies/bmo). Jul 2026 - Aug 2026

```text
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.
```

Skills: 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](https://himalayas.app/companies/bmo). Aug 2022 - Jul 2026

```text
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.
```

Skills: Portfolio-Servicing, performance-reporting, Reconciliations, Compliance-Monitoring, Operational-Controls, Stakeholder-Management, Training, Wealth360, Salesforce

### Investment Specialist

[Bank of Montreal](https://himalayas.app/companies/bmo). Apr 2021 - Aug 2022

```text
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.
```

Skills: 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

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

Skills: Client-Services, KYC, AML, FATCA, Compliance, Account-Servicing

## Education

### Seneca College

Post-Graduate Diploma, Financial Services Compliance. 2019 - 2020. Grade: 3.4/4

```text
Post-Graduate Diploma in Financial Services Compliance from Seneca College, Toronto, Canada, with a GPA of 3.4/4.
```

### Centennial College

Post-Graduate Diploma, Financial Planning. 2019 - 2019. Grade: 3.35/4

```text
Post-Graduate Diploma in Financial Planning from Centennial College, Toronto, Canada, with a GPA of 3.35/4.
```

### Mithibai College

Bachelor's Degree. 2015 - 2018. Grade: A

```text
Bachelor's degree from Mithibai College, Mumbai, India, with a grade of A.
```

## Tech stack

- Salesforce
- Microsoft Excel

To contact Harshal, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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