Analyst, Client Analytics, Capital Markets

Address:

BMO Capital Markets is a leading full-service financial services provider. We offer corporate and investment banking treasury management as well as research and advisory services to clients around the world. #bmocapitalmarkets

The Business & Client Analytics team within Capital Markets is responsible for generating client information for lines of business(LOB) across BMO Capital Markets to track core clients and grow share of wallet.

The Analyst Client Analytics delivers Capital Markets (CM) client-level reporting/analytics and business insights to senior executives and front-line professionals to support their business development performance management and strategic objectives. The Analyst assists senior members of Business & Client Analytics Team.

Key Accountabilities:

Client Services and Reporting

• Develop and implement new reporting for Investment and Corporate Banking and Trading Products

• Utilize technical skills to efficiently and effectively extract and manipulate data from client databases or other source systems to meet various reporting needs (e.g. weekly monthly quarterly and ad hoc reports)

• Understand the business rationale of all requests being made

• Manage client expectations and meet agreed upon deadlines; produce work that is timely and accurate. Strive to provide great customer service and anticipate follow-up inquiries

• Question the integrity of data; delve into data issues raised and work with Operations / Technology to fix at the source considering the implication on any other data that would be similarly impacted

• Participate in and contribute to project and team meetings interacting and collaborating with team members and other departments as appropriate to understand project requirements

Analytical Insights and Observations

• Implement advanced analytics to help resolve priority business problems

• Utilize knowledge of CMs businesses products and risk measures to provide insight and analysis in support of LOB performance and strategic objectives

• Perform detailed financial and business analysis as necessary to support Capital Markets

Process Efficiencies

• Leverage existing reports and business metrics reported where possible to minimize unnecessary work

• Assess current practice of generating reports and introduce process efficiencies / automation in database and reporting

Day-to-Day Support

• Drives multiple priorities meeting deadlines

• Gains trust and confidence of colleagues

• Able to influence peers and secure endorsements when necessary

• Clearly and confidently communicates solutions; establishing credibility at all levels

• Prioritizes solutions based on clear thoughtful analysis

• Frames arguments to address specific challenges or concerns

• Builds strategic relationships to achieve common goals

• Delivering consistent results

Cross Functional Relationships

• Line of Business (LOB) Users

• Technology Business Analysts

• LOB Group Heads

• LOB Business Managers

Qualifications:

• Undergraduate degree in Business Math or Engineering with 1 - 3 years of relevant work experience

• Proficiency in MS Office MSBI VBA SQL MS Visual Studio Power BI

• Knowledge of advanced statistical packages such as R SAS would be an asset

• An understanding of Capital Markets products

• Knowledge of BMOCMs financial systems an asset

• Understanding of financial accounting concepts

• Effective self-starter with a can-do attitude who takes ownership and accountability for project deliverables with a demonstrated ability to multitask

• Strong communication analytical presentation interpersonal and organization / time management skills

• Superior attention to detail and accuracy while being able to draw out big picture conclusions from analyses and focus on the critical business issues particularly when taking on complex and ambiguous tasks

The salary range for this role is $75000 to $80000 CAD (subject to the candidate meeting the specific skills experience education and qualification requirements)

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 committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

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.