Senior Associate, IC Investment Operations

Job not on LinkedIn

🔥 18 hours ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟠 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.

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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

• 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