Investment Operations

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Job Family Group:

Provides support and service for the Investment Operations function of BMOs business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Communicates with internal business partners and external customers in response to standard and non-standard inquiries.
• Monitors and tracks performance and addresses any issues
• Breaks down strategic problems and analyses data and information to provide insights and recommendation.
• 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.
• Executes work to deliver timely accurate and efficient service
• Resolves standard and relatively straightforward issues referring non-routine issues to more senior team members and/or manager.
• May function as a problem-solving resource for more junior staff.
• Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning testing and implementation of projects and new / revised products services or processes.
• Provides accurate and timely processing of transactions activities services etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
• 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.
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
• 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.
• 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 post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and experience using relevant systems and technology In-depth.
• Knowledge and understanding of the business units key products and services processes and controls In-depth.
• Knowledge of the risk and regulatory requirements of the business In-depth.
• Prioritization skills Good.
• Customer service skills In-depth.
• PC skills (MS Word Excel PowerPoint) In-depth.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

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 part-time roles will be pro-rated 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 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: 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 in-depth training and coaching to manager support and network-building 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 e-mail 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.