Corporate Actions, Data Notification Analyst

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Analyst

🚫👨‍🎓 No degree required

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Logo of BMO U.S.

BMO U.S.

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Provide support and deliver operational processes for timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally • Confirm activity is accurately recorded in the bank’s book of records • Support pre- and post-settlement processes related to account opening, confirmation, cash management, margin, and collateralization • Support specialized operations including Asset Servicing, corporate actions/entitlements, Correspondent Banking Services, and Wire Payment Operations • Ensure compliance with regulatory topics and reporting requirements • 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 • Organize work information and execute service requests, transactions, and queries within SLAs • Follow documented policies and procedures; check and reconcile information and documentation • Analyze data and information to provide insights and recommendations • Identify and resolve issues and discrepancies; deal directly with clients and escalate as required • Communicate and collaborate with internal and external stakeholders • Maintain stakeholder relationships to fulfill service delivery expectations • Understand regulatory requirements and operational risks; maintain operational integrity • 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 and handle escalations • Analyze issues and determine next steps • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

🎯 Requirements

• Typically between 2 - 3 years of relevant experience • Post-secondary degree in 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 & written communication skills - Good • Organization skills - Good • Collaboration & 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 • Accommodations available on request during the selection process

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