Trade and Risk Analyst

Job not on LinkedIn

🔥 1 hour ago

🇨🇦 Canada – Remote

💵 $55.5k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎲 Risk

👻 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

• Review and evaluate complex equity, option, mutual fund, GIC, fixed income, and foreign exchange orders for release, modification, restriction, rejection, or escalation • Act as a gatekeeper and first line of defense by balancing client service with operational, financial, regulatory, market, and reputational risk • Assess liquidity, trading volume, volatility, concentration, and price sensitivity on large or unusual orders • Perform complex margin and buying power calculations across multi-leg option strategies, concentrated positions, and leveraged accounts • Identify excessive leverage, margin deficiencies, under-equity conditions, and deteriorating account conditions; recommend or apply restrictions • Contact clients regarding margin calls, cash debits, credit sellouts, loan conditions, FX risk, and account restrictions • Manage option lifecycle risk, including exercise and assignment notifications and expiry report review • Research and control corporate action risk, including reverse splits and reorganizations • Monitor and resolve order rejects, trade breaks, and unfilled or incorrectly booked transactions • Monitor accounts for fraud, wash trading, unauthorized trading, market manipulation indicators, and unacceptable trading behaviour • Apply CIRO requirements, internal policies, AML, privacy, and consumer protection obligations • Identify control gaps, system deficiencies, and process weaknesses; support control enhancements • Conduct root cause analysis on recurring exceptions, client-impacting incidents, and control failures • Act as a TMD subject matter expert on strategic platform, margin, order management, and risk-control initiatives • Define requirements, evaluate solutions, and complete user acceptance testing • Review and recommend updates to procedures, job aids, and control documentation • Collaborate with Credit, Risk, Margin Lending, Equity Desk, Compliance, Technology, InvestorLine frontline, and support teams • Train new hires and coach team members on difficult orders • Support Audit, Compliance, Legal, and Operational Risk reviews with transaction evidence and documented analysis • Document decisions, calculations, client outreach, and actions accurately and audibly • Exercise judgment on escalation to management, Credit, Compliance, or trading desks • Work independently on complex, time-sensitive, and non-routine tasks in a high-volume environment • Safeguard sensitive Bank, customer, transactional, and employee information • Apply BMO’s Risk Management Framework, Risk Culture, and approved Risk Appetite

🎯 Requirements

• Typically 4–6 years of relevant experience • Post-secondary degree in a related field of study or equivalent combination of education and experience • Completion of the CSC, CPH and DFOL, or CIRO-administered CIRE and Derivatives examinations • At least one year of relevant experience acquired after obtaining these qualifications • In-depth knowledge of BMO InvestorLine products, order and trade lifecycle, brokerage operations, and related trading systems • Advanced knowledge of equities, options and multi-leg strategies, fixed income, margin and buying power calculations, concentration risk, and credit exposure • Strong understanding of Canadian securities regulation, CIRO requirements, AML, privacy, internal controls, and operational risk principles • Ability to manage high volumes of work and data, prioritize competing risks, and maintain accuracy under time-sensitive conditions • Proficient with in-house trading applications, MS Office, and macros • Ability to multi-task in a fast-paced environment • Strong verbal and written communication skills • Strong analytical and problem-solving skills • Strong collaboration and team skills • Strong influence skills and data-driven decision making

🏖️ 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