Analyst, Mutual Funds

Application Deadline:

12/16/2024

Address:
VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Customer Shared Services

Join a dynamic and collaborative team supporting multiple lines of business, including BMO Private Wealth and BMO InvestorLine. As a mutual funds analyst supporting the internal transfers team, you'll play a pivotal role in ensuring seamless operations, maintaining compliance with regulatory standards, and delivering exceptional service to our partners and clients. This position is ideal for detail-oriented individuals who thrive in a fast-paced environment, are passionate about problem-solving, and enjoy contributing to innovative solutions in financial services.

Why This Role?

• Dynamic Work Environment: Support a variety of business functions and processes, providing opportunities to grow and learn within multiple areas of the organization.
• Impactful Role: Be at the heart of operations, ensuring accurate and timely delivery of services that directly affect client satisfaction and business success.
• Collaboration & Networking: Build strong relationships with internal teams and stakeholders, leveraging partnerships to enhance efficiency and service quality.
• Skill Development: Hone your skills in data analysis, process improvement, and regulatory compliance while gaining exposure to diverse operational challenges.

Ideal Candidate:

• A detail-oriented professional with excellent organizational skills.
• A natural problem-solver with a passion for delivering outstanding customer service.
• Someone who values teamwork and thrives in a collaborative environment.
• An individual eager to contribute to continuous improvement and operational excellence.

Take the next step in your career by joining a team where your contributions make a meaningful difference every day!

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.
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
• 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.
  
  Qualifications:
• Typically between 2 - 3 years of relevant experience and 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.

Salary :

$37,500.00 - $69,500.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.