Senior Associate, Investment Operations

BMO U.S.

. Provide support and service for BMO’s Investment Operations business stakeholders and customers .

Posted 10/2/2026full-timeRemote • CanadaSenior💰 CA$40,500 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Investment Operations by executing processes in compliance with financial and regulatory controls, while effectively analyzing data to provide insights. Strong communication and collaboration skills are essential for maintaining stakeholder relationships and supporting change management initiatives.

Highest-signal resume keywords

Investment Operations SupportRegulatory Compliance KnowledgeData Analysis and ReportingCustomer Service SkillsRisk Management Framework Application

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReport GenerationTransaction ProcessingRegulatory Requirements KnowledgeOperational Guidelines AdherenceFinancial Controls UnderstandingMS WordMS ExcelMS PowerPointProcess Improvement

Soft Skills

Verbal CommunicationWritten CommunicationOrganization SkillsCollaboration SkillsProblem-Solving Skills

Industry Keywords

Investment ProductsStakeholder ManagementChange ManagementOperational RisksService Level Agreements

About the role

Key responsibilities & impact

Provide support and service for BMO’s Investment Operations business stakeholders and customers
Execute and deliver Investment product and service processes in adherence with financial and regulatory controls and operational guidelines
Gather and format data into regular and ad-hoc reports and dashboards
Support change management execution and sustainment activities
Organize work information for accuracy and completeness
Execute service requests, transactions, queries and related routine tasks within SLAs
Process transactions, activities and services accurately and promptly in response to stakeholder requests
Respond accurately and knowledgeably to internal and external stakeholder questions and requests
Follow documented policies and procedures to meet SLAs
Check and reconcile information and documentation
Analyze data and information to provide insights and recommendations
Identify, analyze and resolve issues or escalate as required
Communicate and collaborate with internal and external stakeholders
Develop and maintain stakeholder relationships
Maintain understanding of regulatory requirements and operational risks
Collaborate on new processes/systems and improvements to existing processes and systems
Support tool development and training delivery
Complete complex and diverse tasks and handle escalations from other employees
Analyze issues and determine next steps
Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws and regulations

Requirements

What you’ll need

Typically 2–3 years of relevant experience
Post-secondary degree in a 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 and written communication skills – Good
Organization skills – Good
Collaboration and team skills – Good
Analytical and problem-solving skills – Good

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 for candidates taking part in all aspects of the selection process