Investment Support Analyst

BMO Financial Group; Montreal; On-site; CAD 44,000 - 83,000; Part time

Job summary

An established industry player is seeking a tech-savvy individual to join their Customer Shared Services team. This role focuses on providing support to senior leaders and employees, ensuring adherence to financial and regulatory controls. The ideal candidate will excel in multitasking, organization, and communication, while being fluent in both French and English. You'll be part of a collaborative environment where your analytical skills will help drive strategic initiatives and improve business processes. With a focus on continuous improvement, this position offers a unique opportunity to grow and make a meaningful impact.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• 3-5 years of relevant experience in a related field.
• Fluent in French and English for client support.
• In-depth knowledge of business unit's products and services.

Responsibilities

• Provide support for Investment Operations and execute processes.
• Communicate with internal partners and external customers.
• Analyze data and provide insights for business improvements.

Skills

Tech-savvy

Multitasking

Organization

Communication

Team-oriented

Analytical skills

Education

Post-secondary degree in related field

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Application Deadline:

05/24/2025

Address:

105-119-129 rue St-Jacques O

Job Family Group:

Customer Shared Services

* Monday to Friday

* 6h per day (30h per week)

Are you ready to join a great team? We we looking for someone tech-savvy to provide support to senior leaders and employees.

If you have the skills below don't think twice! This role is for you.

- Techy savvy

- Multitasker

- Organized

- Good communication

- Team oriented

- Analytical

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.

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Communicates with internal business partners and external customers in response to standard and non-standard inquiries.
• Monitors and tracks performance, and addresses any issues
• Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
• 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.
• Executes work to deliver timely, accurate, and efficient service
• Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
• May function as a problem-solving resource for more junior staff.
• Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing, and implementation of projects and new / revised products, services, or processes.
• 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.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and experience using relevant systems and technology – In-depth.
• Knowledge and understanding of the business unit’s key products and services, processes and controls – In-depth.
• Knowledge of the risk and regulatory requirements of the business – In-depth.
• Prioritization skills – Good.
• Customer service skills – In-depth.
• PC skills (MS Word, Excel, PowerPoint) – In-depth.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .

Salary:

$44,500.00 - $82,500.00

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

About Us

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.