Business Coordinator

BMO U.S.; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Capital Markets seeks a Business Coordinator to work with Business Managers, Product Heads and senior leaders, delivering operational excellence and data-driven insights to enable strategic priorities and ensure day-to-day execution runs smoothly.

Responsibilities include meetings, reporting, expense management, event planning, and professional communications. Strong Excel/PowerPoint skills and executive-ready analyses are essential.

Qualifications

• 2–5 years in a business coordination, administrative, analyst, or business support role.
• Experience building Excel-based analyses and creating executive-ready PowerPoint presentations.
• Strong organizational, communication, and cross-functional collaboration skills.

Responsibilities

• Support senior leaders with operational excellence and decision-ready insights.
• Coordinate meetings, capture decisions, track actions, and share notes with stakeholders.
• Develop management reports and data analyses to inform decisions.
• Own expense processing and review for senior leadership with accuracy.
• Plan internal and client events, manage logistics and venues.
• Draft and distribute professional communications for product leaders.

Skills

Data analysis

Executive reporting

Organizational skills

Communication

Problem solving

Collaboration

Tools

Excel

PowerPoint

Calendar management tools

Expense management systems

STAR

Job description

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarket

Role Overview

The Business Coordinator extends beyond traditional administrative duties, partnering closely with Business Managers, Product Heads, and senior leadership to execute strategic initiatives, enhance decision-making through data-driven insights, and optimize business operations. Acting as a trusted partner and key point of contact, the Business Coordinator combines operational excellence, analytical reporting, and thoughtful business support to enable leaders to focus on strategic priorities while ensuring day-to-day execution runs

Key Responsibilities

• Senior Leadership & Business Support: Provide high-quality operational and business support to select senior leaders within a designated product line, ensuring priorities are managed efficiently in a fast-paced, complex environment.
• Meeting Coordination & Participation: Convene and actively participate in high-level meetings; capture key decisions, document outcomes, track action items, and ensure timely follow-up with stakeholders. Distribute clear, concise meeting notes immediately following meetings to maintain momentum and accountability.
• Management Reporting & Data Analysis: Compile, analyze, and deliver recurring and ad-hoc management information reports using Excel and related data sources. Identify trends, risks, and key insights to support business decision-making. Develop polished PowerPoint presentations that clearly communicate performance metrics, business updates, and insights to senior leadership and broader stakeholders.
• Business Performance & Insights: Partner with Business Managers to support reporting on business performance, initiatives, and operational metrics. Ensure reporting is accurate, well-structured, and tailored to the needs of different audiences, with a focus on clarity, consistency, and actionable outcomes.
• Expense Management & Review: Manage expense processing for senior leadership, ensuring submissions are accurate, timely, and compliant with firm policy. Review expenses with appropriate judgment and attention to detail, partner with Junior Sales Assistants on expense accuracy, and analyze expense trends to identify potential issues or cost-saving opportunities.
• Expense Analysis: Support broader expense oversight through review of trends and data accuracy within SmartProcure dashboards. Challenge discrepancies where necessary and collaborate with stakeholders to ensure reporting integrity and policy alignment.
• Event Planning: Coordinate internal team and client events, including venue selection, logistics, catering, and entertainment. Liaise with the client entertainment team to manage ticket requests and approvals.
• Communication Management: Draft and distribute professional communications on behalf of product leaders to internal teams and key stakeholders, ensuring messaging is clear, timely, and aligned with business objectives.

Key Skills & Qualifications

• Experience: 2–5 years of experience in a business coordination, administrative, analyst, or business support role, ideally within financial services or a fast‑paced corporate environment.
• Analytical & Reporting Skills: Strong ability to analyze data, identify trends, and produce management information reports with clear, insightful commentary. Demonstrated experience building Excel-based analyses and creating executive-ready PowerPoint presentations.
• Organizational Skills: Proven ability to manage multiple priorities, schedules, and deliverables across a complex business structure.
• Communication Skills: Excellent written and verbal communication skills, with the confidence to interact effectively across multiple levels of the organization.
• Technical Proficiency: Advanced proficiency in Microsoft Office (particularly Excel and PowerPoint), calendar management tools, STAR, and expense management systems.
• Problem Solving & Initiative: Ability to anticipate issues, proactively identify solutions, and drive continuous improvement in processes and reporting.
• Collaboration: Strong interpersonal skills and the ability to work effectively with senior leaders, team members, and partner functions across the organization.

Please note the base salary for this role is $100,000 USD

Salary

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/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.