Corporate Action Entitlement Analyst

BMO U.S.

. Support operational processes for timely and accurate settlement of security, derivative, foreign exchange, and money market transactions executed globally .

Posted 9/23/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$40,500 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in operational processes for settlement of securities, derivatives, and foreign exchange transactions, while ensuring compliance with regulatory requirements. Proficient in data analysis, client communication, and collaboration with stakeholders to enhance service delivery and operational efficiency.

Highest-signal resume keywords

Operational Process SupportRegulatory ComplianceData AnalysisCustomer Service SkillsRisk Management Framework

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Settlement ProcessesReconciliation ProcessesCorporate Actions KnowledgeCash ManagementMargin and CollateralizationData FormattingReporting and DashboardsMS WordMS ExcelMS PowerPoint

Soft Skills

Problem-Solving SkillsCommunication SkillsCollaboration SkillsOrganizational SkillsPrioritization Skills

Industry Keywords

Foreign ExchangeMoney Market TransactionsAsset ServicingCorporate ActionsWire Payment OperationsClient Relationship ManagementService-Level AgreementsOperational Risks

About the role

Key responsibilities & impact

Support operational processes for timely and accurate settlement of security, derivative, foreign exchange, and money market transactions executed globally
Provide pre- and post-settlement support for account opening, confirmation, cash management, margin, and collateralization
Support specialized operations including asset servicing, corporate actions/entitlements, correspondent banking services, and wire payment operations
Ensure compliance with regulatory and reporting requirements
Gather and format data for regular and ad-hoc reports and dashboards
Support change management execution and sustainment activities
Serve as a problem-solving resource for junior staff
Organize work information for accuracy and completeness
Execute service requests, transactions, and queries within service-level agreements
Follow policies and procedures and check and reconcile information and documentation
Analyze data and provide insights and recommendations
Identify and resolve issues and discrepancies, escalating as required
Deal directly with clients to resolve issues
Communicate and collaborate with internal and external stakeholders
Maintain stakeholder relationships and meet service delivery expectations
Understand regulatory requirements and operational risks
Collaborate on new processes, systems, and improvements
Support development of tools and delivery of training
Complete complex and diverse tasks and handle escalations
Apply BMO’s Risk Management Framework and make risk-informed decisions

Requirements

What you’ll need

Typically 2–3 years of relevant experience
Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience
Knowledge and experience using relevant systems and technology
Knowledge and understanding of business unit products, services, processes, and controls
Knowledge of risk and regulatory requirements
Prioritization skills
Customer service skills
PC skills, including MS Word, Excel, and PowerPoint
Specialized knowledge
Good verbal and written communication skills
Good organization skills
Good collaboration and team skills
Good analytical and problem-solving skills
Exposure to reconciliation processes and/or accounting principles considered an asset
Basic understanding of Corporate Actions, particularly income events
Fresh graduates and recent post-secondary graduates are welcome to apply

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process