Senior Associate - IC Investment Operations

Bank of Montreal

Job Overview

Location

REMOTE/TELETRAVAIL, ON, CAN

Job Type

Full-time

Full Job Description

📋 Description

• The Senior Associate - IC Investment Operations role at BMO provides essential support and service for the Investment Operations function, ensuring adherence to financial and regulatory controls while delivering on product and service processes for business stakeholders and customers.
• Day to day, the person will gather and format data into reports and dashboards, support change management activities, process transactions within SLAs, reconcile information, analyze data for insights, resolve issues, and collaborate with internal and external stakeholders to meet service delivery expectations.
• The role sits within BMO’s Customer Shared Services team, part of a larger organization committed to Boldly Grow the Good, fostering an inclusive, equitable, and accessible workplace where employees are valued and supported with tools, training, and growth opportunities.
• In this role, the person can develop expertise in investment operations, regulatory compliance, data analysis, and stakeholder management, while gaining experience in process improvement, risk-informed decision-making, and cross-functional collaboration within a major financial institution.

🎯 Requirements

• 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
• Verbal & written communication skills - Good
• Organization skills - Good
• Collaboration & team skills - Good
• Analytical and problem solving skills - Good

🏖️ Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses
• Other perks and rewards

Skills & Technologies

Senior

Remote

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Bank of Montreal

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About Bank of Montreal

Bank of Montreal, founded in 1817, is one of North America’s largest diversified financial services providers. It offers personal, commercial, corporate, and investment banking, wealth management, and capital markets services across Canada, the United States, and select global markets. The bank serves over 13 million customers through a network of branches, digital platforms, and specialized subsidiaries. BMO is traded on the Toronto and New York stock exchanges and is recognized for its commitment to sustainable finance and community investment.

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