Investment Specialist - BMO Private Bank Operation

Bank of Montreal; Canada; On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking an experienced Investment Operations professional to provide essential trading support and daily operational assistance. You will handle trade files, in-depth data tasks, and collaborate with internal teams to ensure timely, accurate processing in a remote setting.

The ideal candidate brings 3–5 years of relevant experience, strong analytical skills, and solid knowledge of investment systems. This role offers remote work in the U.S.

Qualifications

• Typically between 3–5 years of relevant experience and a post-secondary degree in a related field or equivalent.
• In-depth knowledge of the business unit’s products, processes and controls.
• In-depth understanding of risk and regulatory requirements of the business.
• Strong verbal and written communication skills and collaboration abilities.

Responsibilities

• Provide team trading support on heavy trade days.
• Support daily tasks and reconciliation with accuracy and efficiency.
• Communicate with internal partners and external customers to resolve inquiries.
• Ensure compliance with SLAs and regulatory controls; follow policy and process.
• Assist in data gathering for reports and dashboards; support process improvements.

Skills

Investment systems knowledge

Analytical skills

Problem solving

Customer service

Education

Post-secondary degree

Tools

MS Word

MS Excel

MS PowerPoint

Fund SERV

Job description

Application Deadline:09/20/2026Address:VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMOJob Family Group:Customer Shared ServicesProvides 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.Provide team trading support on heavy trade days - Asset MixSupport team members with daily tasks when neededKnowledge of Investment Systems - Global Plus a plusKnowledge of Fund SERV application a plusCreating trade files and submitting to Fund SERVExecutes work to deliver timely, accurate, and efficient serviceCommunicates with internal business partners and external customers in response to standard and non-standard inquiries.Support the Operation team when issue arisesFollows 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.Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.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.Monitors and tracks performance, and addresses any issuesBreaks 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.Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.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, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.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.Salary :$45,000.00 - $100,000.00Pay Type:SalariedThe 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-RewardsAbout UsAt 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.