Senior Associate, IC Investment Operations
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Job Description
BMO Investment Operations associate supporting investment products through transaction processing, controls, reporting, and stakeholder service. Remote role based in Ontario.
Responsibilities:
- Provide support and service for BMO’s Investment Operations business stakeholders and customers
- Execute and deliver investment product and service processes in adherence with financial and regulatory controls and operational guidelines
- Gather and format data into regular and ad-hoc reports and dashboards
- Support change management execution and sustainment activities
- Serve as a problem-solving resource for more junior staff
- Execute service requests, transactions, queries, and other routine tasks within SLAs
- Process transactions, activities, and services accurately and promptly in response to stakeholder requests
- Respond to internal and external stakeholder questions and requests
- Follow documented policies and procedures to meet SLAs
- Check and reconcile information and documentation for accuracy and completeness
- Analyze data and information to provide insights and recommendations
- Identify, analyze, resolve, or escalate issues and problems
- Communicate and collaborate with internal and external stakeholders
- Develop and maintain stakeholder relationships
- Maintain understanding of regulatory requirements and operational risks
- Collaborate on development and implementation of new processes and systems and improvements to existing ones
- Support development of tools and delivery of training
- Complete complex and diverse tasks, including escalations from other employees
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
- Perform other broader work or accountabilities as assigned
Requirements:
- Typically 2–3 years of relevant experience
- Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience
- Knowledge and experience using relevant systems and technology – Good
- Knowledge and understanding of the business unit’s key products and services, processes and controls – Good
- Knowledge of the risk and regulatory requirements of the business – Good
- Prioritization skills – Good
- Customer service skills – Good
- PC skills (MS Word, Excel, PowerPoint) – Good
- Specialized knowledge
- Verbal and written communication skills – Good
- Organization skills – Good
- Collaboration and team skills – Good
- Analytical and problem-solving skills – Good
Benefits:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
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