BMO · 13 hours ago
Senior Analyst, Private Bank Operations
United States
Full-time
Remote
Mid, Senior Level
$46K/yr - $84K/yr
3+ years expBMO is a financial institution dedicated to creating positive change for customers and communities. They are seeking a Senior Analyst for their Private Bank Operations to provide support and service for the Investment Operations function, ensuring adherence to financial and regulatory controls.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Perform trading support (team members) on heavy trade days - Asset Mix
Support team members with daily tasks when needed
Knowledge of Investment Systems - Global Plus a plus
Knowledge of FundServ application a plus
Creating trade files and submitting to FundServ
Executes work to deliver timely, accurate, and efficient service
Communicates with internal business partners and external customers in response to standard and non-standard inquiries
Support the Operation team when issue arises
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
Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls
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
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
Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager
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, consistent, and knowledgeable responses to internal/external stakeholder questions and requests
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
Qualification
Required
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 unit's 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
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.99M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
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