Senior Analyst, Investment Platforms

Bank of Montreal; Toronto; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group is hiring for a Trading Desk Support role in Canada. You will oversee daily OMS operations, troubleshoot trade entry issues, and coordinate with cross-functional teams to ensure accurate data and timely settlements.

You will work with OMS/EMS systems, Bloomberg tools, and Charles River IMS, applying risk and regulatory knowledge to streamline processes and support business goals.

Qualifications

• Experience in a Trading Desk Support position.
• Experience with Charles River IMS.
• Experience with Bloomberg Terminal, Bloomberg PORT and Bloomberg Per Security systems.
• Conceptual understanding of OMS, EMS and Investment Book of Record.
• Experience with market pricing systems, corporate actions and trade operations.
• Knowledge of risk, regulatory and compliance requirements.
• Verbal & written communication skills.
• Collaboration & team skills.
• Analytical and problem solving skills.
• Influence skills.
• Data driven decision making.

Responsibilities

• Facilitate daily operation of order management system (OMS).
• Review data quality in OMS.
• Troubleshoot trade entry issues from traders.
• Escalate issues to OMS vendor as needed.
• Broker setup and configuration in the OMS.
• Coordinate with Client Services for account provisioning.
• Coordinate data updates with Portfolio Accounting.
• Coordinate pre-trade issue resolution with Compliance.
• Collaborate with Technology on OMS issues.
• Maintain workflow documentation and processes.

Skills

Analytical thinking

Communication skills

Problem solving

Collaboration

Data-driven decisions

Tools

Charles River IMS

Bloomberg Terminal

Bloomberg PORT

Bloomberg Per Security

Job description

Application Deadline: 11/20/2026 Address: 100 King Street West

Job Family Group: Strategy & Change Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc. Facilitate daily operation of order management system (OMS) Review data quality in OMS Troubleshoot trade entry issues from traders Escalate issues to OMS vendor for resolution as needed Broker setup and configuration in the OMS Coordinate with Client Services group on account provisioning Coordinate data updates with Portfolio Accounting group Coordinate pre-trade issue resolution with Compliance team Partner with Technology teams on internal OMS issues Maintain and add to existing workflow documentation Collaborates in the design, implementation and management of core business/group processes. Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements. Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency. Maintains current process documentation to ensure available for stakeholders as required. Supports management of processes using established methodologies and tools/system/technology. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience. Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders. Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning. Resolves issues regarding processes that are raised from all sources/stakeholders. Learn new trading related programs (EMS, TCA, automation), as needed by the Business Contribute to projects related to OMS and trading workflows Cross-training with other Business Application Support resources Participate in new business meetings, pertaining to trading system capability Continuous improvement of workflows Identify areas for Technology automation Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed.

Qualifications:

• Experience in a Trading Desk Support position
• Experience with Charles River IMS
• Experience with Bloomberg Terminal, Bloomberg PORT and Bloomberg Per Security systems
• Conceptual understanding of OMS, EMS and Investment Book of Record
• Experience working with market pricing systems, corporate actions and trade operations
• Possesses a deep understanding of and problem solving ability for issues within the business/group.
• Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.
• Knowledge of business/group processes, procedures and controls - In-depth.
• Understanding of risk, regulatory and compliance requirements - In-depth.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Salary: $70,000.00 - $150,000.00 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.