Investment Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Offers support and service for BMO’s Investment Operations function.

• Implements investment product and service processes in line with financial and regulatory controls and operational guidelines.

• Provides trading assistance for the team during busy trading days, including Asset Mix.

• Aids team members with daily responsibilities and assists the Operations team when issues arise.

• Generates trade files and submits them to Fund SERV.

• Engages with internal business partners and external customers regarding both standard and non-standard inquiries.

• Adheres to documented policies and procedures to execute transactions and fulfill Service Level Agreements.

• Verifies and reconciles information and documentation for accuracy and completeness.

• Processes transactions and services accurately and promptly while complying with regulatory and risk controls.

• Provides advice and guidance to designated business groups regarding solution implementation.

• Supports strategic initiatives with both internal and external stakeholders.

• Monitors and tracks performance, addressing any issues that arise.

• Analyzes data and information to deliver insights and recommendations.

• Collects and formats data for regular and ad-hoc reports and dashboards.

• Aids in change management processes, including execution and sustainment activities.

• Resolves standard issues and escalates non-routine matters to senior team members or the manager.

• Contributes to the ongoing improvement of business processes and procedures.

• Participates in the planning, testing, and implementation of projects and new or revised products, services, or processes.

• Collaborates on the development of new processes and systems, as well as enhancements to existing systems and processes.

• Supports tool development and the delivery of training.

• Establishes and maintains relationships with internal and external stakeholders.

• Keeps abreast of regulatory requirements and operational risks.

• Works primarily independently and fulfills additional assigned responsibilities.

⛳️ Requirements

• Typically possesses 3 to 5 years of relevant experience.

• Holds a post-secondary degree in a related field of study or an equivalent combination of education and experience.

• Extensive knowledge and experience with relevant systems and technology.

• Comprehensive understanding of the business unit’s key products, services, processes, and controls.

• Profound knowledge of the risk and regulatory requirements pertinent to the business.

• Strong prioritization abilities.

• Exceptional customer service skills.

• Advanced PC skills, including proficiency in MS Word, Excel, and PowerPoint.

• Specialized knowledge gained through education and/or business experience.

• Advanced verbal and written communication skills.

• Strong collaboration and teamwork abilities.

• Excellent analytical and problem-solving skills.

• Strong influencing skills.

🏝️ Benefits

• Performance-based incentives.

• Discretionary bonuses.

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Managerial support.

• Opportunities for network building.

• Accommodations available upon request for candidates participating in all aspects of the selection process.