Remote Investment Operations Specialist

BMO; United States; Remote; USD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a detail-oriented Operations Analyst to support Investment Operations. You will gather data, build regular and ad-hoc reports, and deliver timely transactions within SLAs while ensuring regulatory compliance.

Working remotely from the United States, you will collaborate with stakeholders to implement improvements, analyze issues, and maintain data accuracy, contributing to efficient operations and risk controls.

Qualifications

• Typically between 1-3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge and experience using relevant systems and technology – Good.
• Knowledge of the business unit’s key products and services, processes and controls – Good.
• Knowledge of the risk and regulatory requirements of the business – Good.
• Prioritization skills – Good.
• Customer service skills – Good.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• 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.
• May function as a problem-solving resource for more junior staff.
• Organizes work information to ensure accuracy and completeness.
• Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
• 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.
• 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.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Skills

MS Word

MS Excel

MS PowerPoint

Data analysis

Report writing

Communication skills

Time management

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

BMO Financial Group is seeking a detail-oriented Operations Analyst to support Investment Operations. You will gather data, build regular and ad-hoc reports, and deliver timely transactions within SLAs while ensuring regulatory compliance.

Working remotely from the United States, you will collaborate with stakeholders to implement improvements, analyze issues, and maintain data accuracy, contributing to efficient operations and risk controls.