Senior Associate, Investment Operations - Remote

Overview

The Senior Associate in Investment Operations provides support and service for BMO’s investment functions, ensuring adherence to financial and regulatory controls while delivering accurate and timely processing of transactions.

In Short

• Support investment operations for BMO’s business stakeholders.
• Execute and deliver on investment product and service processes.
• Gather and format data into reports and dashboards.
• Analyze data to provide insights and recommendations.
• Maintain effective relationships with stakeholders.
• Ensure compliance with regulatory and risk controls.
• Handle service requests and transactions within SLAs.
• Collaborate in the development of new processes and systems.
• Provide training and support for the team.
• Identify and resolve issues in a timely manner.

Requirements

• 2 - 3 years of relevant experience.
• Post-secondary degree in a related field or equivalent experience.
• Knowledge of investment operations and regulatory requirements.
• Good customer service and communication skills.
• Proficient in MS Office applications.
• Strong analytical and problem-solving skills.
• Ability to prioritize tasks effectively.
• Good organization and collaboration skills.
• Experience in data analysis.
• Specialized knowledge in investment products.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and bonuses.
• Support for career growth and development.
• Inclusive and equitable workplace environment.
• Access to training and resources.
• Networking opportunities.
• Valued and respected team members.