[Hiring] Corporate Actions & Data Notification Analyst @BMO

Role Description

Provides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include:

• Pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization.
• Support for specialized operations - Asset Servicing (corporate actions/entitlements), Correspondent Banking Services, and the Wire Payment Operations hub for the bank.
• Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports.

Additional responsibilities include:

• Gathering and formatting data into regular and ad-hoc reports, and dashboards.
• Supporting change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Functioning as a problem-solving resource for more junior staff.
• Organizing work information to ensure accuracy and completeness.
• Executing routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
• Following documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements (SLAs) are met.
• Checking and reconciling information and documentation to ensure accuracy and completeness.
• Analyzing data and information to provide insights and recommendations.
• Identifying and analyzing issues and problems, and resolving discrepancies in a timely manner.
• Dealing with clients directly to resolve issues and/or escalating as required.
• Communicating and collaborating with internal and external stakeholders in order to deliver on business objectives.
• Developing and maintaining effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.
• Understanding the regulatory requirements and risks inherent in the operations and ensuring appropriate actions are taken and operational integrity is maintained.
• Collaborating in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
• Supporting the development of tools and delivery of training focused on delivering business results.
• Completing complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzing issues and determining next steps.
• Taking measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role.

Qualifications

• Typically between 2 - 3 years of relevant experience and 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.
• Prioritization skills – Good.
• Customer service skills – Good.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Requirements

• Salary: $40,500.00 - $80,000.00
• Pay Type: Salaried
• 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 Group’s expected target for the first year in this position.
• BMO Financial Group’s 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.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans