Senior Associate – IC Investment Operations

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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 the Investment Operations function • executes and delivers on investment product and service processes • gathers and formats data into regular and ad-hoc reports • supports change management activities • functions as a problem-solving resource for junior staff • organizes work information to ensure accuracy and completeness • executes routine tasks within relevant service level agreements • communicates and collaborates with internal and external stakeholders • develops and maintains relationships with stakeholders • analyzes data and information to provide insights and recommendations • takes measured risks while applying the Risk Management Framework

🎯 Requirements

• 2 - 3 years of relevant experience • post-secondary degree in related field or equivalent combination of education and experience • knowledge and experience using relevant systems and technology • knowledge and understanding of key products and services, processes and controls • knowledge of risk and regulatory requirements of the business • good customer service skills • good PC skills (MS Word, Excel, PowerPoint) • good verbal & written communication skills • good organization skills • good analytical and problem solving skills

🏖️ Benefits

• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans • performance-based incentives • discretionary bonuses