Senior Associate - Investment Operations

Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

• Verbal & written communication skills - Good.
• Organizes work information to ensure accuracy and completeness.
• Analyzes issues and determines next steps.
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
• Specialized knowledge.
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analytical and problem solving skills - Good.
• Organization skills - Good.
• May function as a problem-solving resource for more junior staff.
• Prioritization skills – Good.
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
• Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
• Knowledge and experience using relevant systems and technology – Good.
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
• Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
• Supports the development of tools and delivery of training focused on delivering business results.
• Knowledge of the risk and regulatory requirements of the business – Good.
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
• Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
• Collaboration & team skills - Good.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Analyzes data and information to provide insights and recommendations.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
• Customer service skills – Good.

We’re here to help

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.