Senior Associate - Investment Operations

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BMO U.S.

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Commercial Banking • Personal Banking • Small Business Banking

5001 - 10000

Description

• Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. • Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines. • Gathers and formats data into regular and ad-hoc reports, and dashboards. • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. • May function as a problem-solving resource for more junior staff. • Organizes work information to ensure accuracy and completeness. • Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements. • Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls. • Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests. • Checks and reconciles information and documentation to ensure accuracy and completeness. • Analyzes data and information to provide insights and recommendations. • Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required. • Communicates and collaborates with internal and external stakeholders to deliver on business objectives. • Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations. • Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity. • Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes. • Supports the development of tools and delivery of training focused on delivering business results. • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. • Analyzes issues and determines next steps. • Broader work or accountabilities may be assigned as needed.

Requirements

• Typically between 2 - 3 years of relevant experience • Post-secondary degree in related field of study desirable or an 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