Research Operations Analyst

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The Research Operations Analyst is principally responsible for the production of critical Manager Research reports. The Analyst will coordinate with individual investment teams in the collection and management of data to ensure timely delivery of reports to clients of BMO Wealth Management. Additionally the Analyst will be involved in maintaining and monitoring the global data infrastructure of the Manager Research team. Further the Analyst will provide support in conducting operational due diligence on investment strategies. Lastly the Analyst will contribute to a variety of projects that relate to the overall growth of BMO Wealth Management. The Analyst may be called on to provide analysis related to processes and systems to internal teams requiring strong verbal and written communication skills as well as careful attention to data integrity.

KEY ACCOUNTABILITIES
Gathering organizing and recording data from asset managers
Managing the creation and dissemination of investment reports
Maintaining and monitoring of data systems and processes
Assisting in the operational due diligence process of investment strategies

KNOWLEDGE and SKILLS
Undergraduate degree required
Desire or progress in working toward professional designation(s)
Excellent attention to detail
Established competency with various computer programs including Microsoft 365 Applications (Excel in particular) and Morningstar Direct
Inherent analytical and problem solving skills
Appreciation for work in a team environment adhering to highest ethical standards

Conducts investment research to support portfolio and business objectives including researching managers and/or performing fundamental quantitative or credit research that supports portfolio management and the development of new investment strategies. Works closely with Portfolio Managers and the portfolio management team to capture research in the portfolio management process.

• Makes an investment recommendations senior investment leaders and portfolio management team within the business.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works well under direct supervision to support smaller portfolio mandates territories issues and relationships.
• Analyzes data and information to provide insights and recommendations.
• Provides timely accurate service and support to team members by completing a wide variety of research related activities and deliverables.
• Executes research according to the specific discipline/portfolio management requirements (manager research quantitative research fundamental research etc.).
• Develops tests and implements selection factors and models asset allocation factors and models and portfolio construction and risk modeling.
• May research and select managers for their investment platforms and/or sub-advised funds wrap products etc. Seeks new opportunities and provides information about investment performance philosophy and asset allocation.
• Monitors domestic and international economic and political trends for potential impact on the fundamentals of issuers industries and portfolios.
• Reviews academic literature and maintains knowledge and understanding of the market/industry.
• Evaluates alternate third-party data sources models or software.
• Presents research results to internal and external clients.
• Provides written and verbal research reports to Portfolio Managers for communication to clients.
• 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.
• Growing understanding of the functional area and operating environment.
• Able to maintain effectiveness accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.
• 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.

l standards

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.