Senior Analyst Stock Loans Income

National Bank; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial institution in Montreal is looking for a Senior Analyst Stock Loans Income to join their Capital Markets Operations team. The successful candidate will perform analyses related to securities distributions, monitor compliance tasks, and collaborate with various departments. Candidates should have a university degree and four years of relevant experience. This role offers a dynamic work environment and various employee benefits, including health programs and flexible insurance options.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Qualifications

• Four years of relevant experience in operations within the securities field.
• Familiarity with compliance policies and procedures.

Responsibilities

• Perform analyses related to securities distributions and compliance.
• Monitor reconciliation and discrepancy resolutions.
• Generate accurate reports and collaborate with multiple teams.
• Provide recommendations for process improvements.

Skills

Analytical skills

Attention to detail

Communication skills

Education

Three-year university degree or equivalent

Job description

A career as a Senior Analyst Stock Loans Income in Capital Markets Operations (CMO) means putting your expertise to work in the evolution and execution of the business strategy for Capital Markets and Wealth Management. It’s a role that allows you to pursue your ambitions with empowerment and collaboration. Through your involvement in various processes related to market events, you contribute to the transformation of the Bank.

Your Role

• Perform analyses and processing related to distributions generated by securities, taking into account deadlines, various variables (e.g., product and client types, tax withholdings, currency conversions), and a range of exceptions.
• Monitor activities such as reconciliation, discrepancy resolution, and collection of outstanding amounts, while ensuring compliance with established policies, standards, and procedures.
• Generate various reports and statistics, ensuring the accuracy and integrity of the data.
• Collaborate with different sectors of the Bank and experienced colleagues to provide technical support for processing activities.
• Provide relevant information to support decision-making and offer recommendations to improve systems and work processes.
• Actively contribute to the development and implementation of new systems and work processes, using a collaborative approach.

Your Team

Within the Dividends sector of the Corporate Actions team under CMO, you are part of a dynamic team of 20 colleagues and report to the Director, Dividends. You are joining a team that is constantly striving to make a meaningful impact on the success of the Bank and CMO. Its mission is to contribute to the success of capital markets through leading operational expertise and sound risk management.

We promote a variety of continuous learning methods to support your development, including learning through action, access to training content, and collaboration with colleagues from diverse backgrounds and areas of expertise. Moreover, this evolving role is part of a clear and structured development path that can help you grow in your position and access different levels of responsibility, propelling your career forward.

Prerequisites

• A three-year university degree or equivalent academic background, plus four years of relevant experience.
• Experience related to operations in the securities field.

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We\'re putting people first

We\'re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!