Investor Relations Analyst

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Investor Relations supports the Capital Markets team in Transportation Finance. We are the lead contact for our Investors and support the daytoday servicing of Syndicated loans.

Please note that this is a hybrid work arrangement.

Provides daytoday delivery of critical lending operations processes including loan administration and servicing activities. Supports the of payments transactions service requests administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages consumer lending products leasing and/or commercial lending products.

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the of strategic initiatives in collaboration with internal and external stakeholders.
• Communicates with internal business partners and external customers to respond to standard and nonstandard inquiries.
• Integrates information from multiple sources to enable more efficient processes enhanced analysis and/or streamlined reporting.
• Breaks down strategic problems and analyses data and information to provide insights and recommendation.
• Gathers and formats data into regular and adhoc reports and dashboards.
• Supports change management of varying scope and type; tasks typically focused on and sustainment activities.
• Executes work to deliver timely accurate and efficient service
• Resolves standard and relatively straightforward issues referring nonroutine issues to more senior team members and/or manager.
• May function as a problemsolving resource for more junior staff.
• Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team and participate in the planning testing and implementation of projects and new/ revised products/services or processes as required.
• Provides accurate and timely processing of service requests transactions activities etc. within relevant service level agreements and in accordance with established policies processes and procedures.
• Provides accurate consistent knowledgeable responses to stakeholder questions and requests.
• Follows documented policies and procedures to execute day to day transactions activities processes and ensure all Service Level Agreements(SLAs) are met.
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Identifies and resolves discrepancies in accordance with standard procedures.
• Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
• Data enters reviews and verifies loan information and documentation for processing and/or further handling.
• Manages documentation to ensure that records are maintained in a proper manner.
• Analyzes data and information to provide insights and recommendations.
• Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
• Develops and maintains effective relationships with internal & external stakeholders.
• Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
• Supports the development of tools and delivery of training focused on delivering business results.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 5 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and experience using relevant systems and technology Indepth.
• Knowledge and understanding of the business units key products and services processes and controls Indepth.
• Knowledge of the risk and regulatory requirements of the business Indepth.
• Prioritization skills Good.
• PC skills (MS Word Excel PowerPoint) Indepth.
• Experience with InfoLease and Siebel Service is an asset
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills Indepth.
• Collaboration & team skills Indepth.
• Analytical and problem solving skills Indepth.
• Influence skills Indepth.

Salary:

Pay Type:

The above represents BMO Financial Groups 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 parttime roles will be prorated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased 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: 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. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From indepth training and coaching to manager support and networkbuilding opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at 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 email to and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.