Senior Associate, Investment Operations

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

📋 Description

• Offer assistance and services to BMO’s Investment Operations business stakeholders and clients.

• Implement and deliver Investment products and service processes in compliance with financial and regulatory controls, as well as operational guidelines.

• Collect and organize data into regular and ad-hoc reports and dashboards.

• Aid in the execution and sustainability of change management activities.

• Arrange work information to ensure accuracy and completeness.

• Process service requests, transactions, queries, and related routine tasks within established SLAs.

• Accurately and promptly handle transactions, activities, and services in response to stakeholder requests.

• Provide knowledgeable and precise responses to inquiries from internal and external stakeholders.

• Adhere to documented policies and procedures to fulfill SLAs.

• Verify and reconcile information and documentation.

• Analyze data and information to deliver insights and recommendations.

• Identify, assess, and resolve issues or escalate as necessary.

• Communicate and collaborate effectively with internal and external stakeholders.

• Build and maintain relationships with stakeholders.

• Keep abreast of regulatory requirements and operational risks.

• Collaborate on the development of new processes/systems and enhancements to existing ones.

• Assist in tool development and the delivery of training.

• Manage complex and diverse tasks and address escalations from colleagues.

• Analyze issues and determine appropriate next steps.

• Utilize BMO’s Risk Management Framework to make informed risk decisions in line with business strategy and applicable policies, laws, and regulations.

⛳️ Requirements

• Generally, 2–3 years of relevant experience is expected.

• A post-secondary degree in a related field of study is preferred, or a comparable combination of education and experience.

• Proficiency and experience with relevant systems and technology – Good.

• Understanding of the business unit’s key products, services, processes, and controls – Good.

• Familiarity with the risk and regulatory requirements of the business – Good.

• Skills in prioritization – Good.

• Customer service skills – Good.

• Proficient in PC skills (MS Word, Excel, PowerPoint) – Good.

• Specialized knowledge is an asset.

• Strong verbal and written communication skills – Good.

• Organizational skills – Good.

• Teamwork and collaboration skills – Good.

• Analytical and problem-solving abilities – Good.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for network building.

• Access to tools and resources to achieve new milestones.

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