Wealth Management Strategy Intern

BMO; New York (NY); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Discretionary bonuses

Retirement savings plans

Job summary

BMO Financial Group is seeking a program/change analyst in New York to support management and execution of assigned business initiatives. You will design, develop, and manage program components, and collaborate with stakeholders to ensure successful delivery.

Ideal candidates have 2–3 years of experience with a related degree, strong communication, organization, and analytical skills, and the ability to synthesize data into actionable insights.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field desirable.
• Specialized knowledge.
• Verbal & written communication skills are good.
• Organization skills are good.
• Collaboration & teamwork skills are good.
• Analytical and problem solving skills are good.

Responsibilities

• Supports the management of the program/project, including developing program components and promoting the program.
• Participates in the design, development, implementation, and management of core program processes.
• Provides input to the program strategy by analyzing operations, researching best practices and industry trends.
• Provides support for investigation, analysis and documentation of program risks.
• Analyzes data to provide program insights and recommendations.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Gathers and formats data into regular and ad-hoc reports and dashboards.
• Supports the execution of strategic initiatives, including tracking metrics and milestones.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical problem solving

Specialized knowledge

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a program/change analyst in New York to support management and execution of assigned business initiatives. You will design, develop, and manage program components, and collaborate with stakeholders to ensure successful delivery.

Ideal candidates have 2–3 years of experience with a related degree, strong communication, organization, and analytical skills, and the ability to synthesize data into actionable insights.