Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers
Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines
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
May function as a problem-solving resource for more junior staff
Organizes work information to ensure accuracy and completeness
Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements
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
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps.
Requirements
Typically between 2
3 years of relevant experience
post-secondary degree in related field of study desirable or an equivalent combination of education and experience
Knowledge and experience using relevant systems and technology – Good
Knowledge and understanding of the business unit’s key products and services, processes and controls – Good
Knowledge of the risk and regulatory requirements of the business – Good
