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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Investment Operations by executing processes in compliance with financial and regulatory controls, while effectively analyzing data to provide insights and recommendations. Strong ability to communicate and collaborate with stakeholders, ensuring service delivery expectations are met.
Highest-signal resume keywords
Investment Operations SupportData AnalysisRegulatory ComplianceCustomer ServiceProblem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisTransaction ProcessingReport GenerationRisk Management FrameworkFinancial ControlsOperational GuidelinesService Level AgreementsRegulatory RequirementsProcess ImprovementStakeholder Management
Soft Skills
Communication SkillsCollaboration SkillsOrganizational SkillsPrioritization SkillsProblem-Solving Skills
Tools & Technologies
MS WordMS ExcelMS PowerPoint
Industry Keywords
Investment ProductsService DeliveryChange ManagementOperational RisksFinancial Services
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
- Act as a problem-solving resource for more junior staff
- Organize work information for accuracy and completeness
- Execute service requests, transactions, queries, and other routine tasks within service level agreements
- Process transactions, activities, and services accurately and timely in response to stakeholder requests
- Respond accurately and knowledgeably to internal and external stakeholder questions and requests
- Follow documented policies and procedures and meet all SLAs
- Check and reconcile information and documentation
- Analyze data and information to provide insights and recommendations
- Identify, analyze, resolve, or escalate issues and problems
- Communicate and collaborate with internal and external stakeholders
- Develop and maintain stakeholder relationships to fulfill service delivery expectations
- Maintain understanding of regulatory requirements and operational risks
- Collaborate on developing and implementing new processes and systems and improving existing ones
- Support development of tools and delivery of training
- Complete complex and diverse tasks and handle escalations
- 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 related field of study desirable or equivalent combination of education and experience
- Good knowledge and experience using relevant systems and technology
- Good knowledge and understanding of key products and services, processes and controls
- Good knowledge of risk and regulatory requirements
- Good prioritization skills
- Good customer service skills
- Good 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
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 and network-building opportunities
- Accommodations available on request during the selection process