Investment Specialist

🔥 14 hours ago

🇨🇦 Canada – Remote

💵 $45k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

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

• Provides support and service for BMO’s Investment Operations function • Executes Investment product and service processes in accordance with financial and regulatory controls and operational guidelines • Provides team trading support on heavy trade days, including Asset Mix • Supports team members with daily tasks and the Operations team when issues arise • Creates trade files and submits them to Fund SERV • Communicates with internal business partners and external customers regarding standard and non-standard inquiries • Follows documented policies and procedures to execute transactions and meet Service Level Agreements • Checks and reconciles information and documentation for accuracy and completeness • Processes transactions and services accurately and timely in compliance with regulatory and risk controls • Provides advice and guidance to assigned business groups on solution implementation • Supports strategic initiatives with internal and external stakeholders • Monitors and tracks performance and addresses issues • Analyzes data and information to provide insights and recommendations • Gathers and formats data for regular and ad-hoc reports and dashboards • Supports change management, including execution and sustainment activities • Resolves standard issues and escalates non-routine issues to senior team members or the manager • Contributes to continuous improvement of business processes and procedures • Participates in planning, testing, and implementation of projects and new or revised products, services, or processes • Collaborates on new processes and systems and improvements to existing systems and processes • Supports tool development and training delivery • Develops and maintains relationships with internal and external stakeholders • Maintains understanding of regulatory requirements and operational risks • Works mostly independently and performs other assigned accountabilities

🎯 Requirements

• Typically between 3 - 5 years of relevant experience • Post-secondary degree in related field of study or an equivalent combination of education and experience • In-depth knowledge and experience using relevant systems and technology • In-depth knowledge and understanding of the business unit’s key products and services, processes and controls • In-depth knowledge of the risk and regulatory requirements of the business • Good prioritization skills • In-depth customer service skills • In-depth PC skills, including MS Word, Excel, and PowerPoint • Specialized knowledge from education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request for candidates taking part in all aspects of the selection process