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Senior Associate
Job Title: Business Process Analyst / Trade Processing Specialist
About BMO and the Role
Location: 100 Liverpool Street Job Family Group: Customer Shared Services
At BMO Financial Group, we are driven by a bold purpose: to Boldly Grow the Good in business and life. This role is critical in supporting the accurate processing of securities and trade transactions, ensuring flawless operations and downstream analytics within our global institution.
You will:
- Execute trade capture, governance, and control processes
- Provide expert guidance on new strategies and transactional workflows
- Maintain industry-leading audits and reconciliations
- Serve as a strategic advisor for assigned business areas
- Develop data-driven insights to enhance business decisions
- Lead change management initiatives (training, stakeholder collaboration, execution)
Our selected professional will be the trusted backbone of transactional accuracy, bridging business needs, systems, and regulatory rigor.
Key Responsibilities
Operational Excellence
- Trade Processing & Capture: Ensure timely, accurate booking of securities and trade transactions in all downstream systems.
- Strategy Support: Assist in executing new strategies and capturing transactional details for accurate financial accounting and analytics.
- Governance & Controls: Maintain robust governance practices over the trade capture process in compliance with BMO's risk framework.
Analytical & Strategic Influence
- Data-Driven Insights: Break down complex trade/operational issues, presenting actionable recommendations and influencing business decisions.
- Program Management: Develop and oversee business/group programs; assess effectiveness, integrate industry trends, and propose enhancements.
- Cross-Stakeholder Collaboration: Engage with internal teams, vendors, and external clients to deliver results, blending technical and commercial expertise.
Leadership & Continuous Improvement
- Billing Solutions & Improvements: Initiate assessments, design tools and training programs, and lead implementation (e.g., readying for new products/services).
- Process & Compliance: Ensure adherence to regulatory requirements (AML, anti-fraud, risk appetite frameworks) and internal policies.
- Risk-Focused Execution: Apply BMO’s Risk Management Framework; recommend sound, data-backed decisions that align with strategy while mitigating operational risks.
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Transaction Cycle Support
- React to audits and reconciliations by ensuring data accuracy and uncovering discrepancies.
- Resolve non-routine issues efficiently—from client-facing direct issue resolution to escalating to senior management for exceptions.
- Serve as primary backup for team members and manager where needed.
Essential Requirements
Experience & Knowledge
- 5-7 years of direct experience in trade processing, transactional analytics, risk controls, or operations within a regulated environment (preferably banking/financial services).
- In-depth expertise in:
- Securities/transaction operations, systems (e.g., trade processing platforms), and standard industry compliance (e.g., T+1 regulations, back-office/netting processes).
- rip consumer products/services; day-to-day troubleshooting under daily trade pressure.
- Risk management frameworks (governance, compliance, risk appetite frameworks) and regulatory requirements (e.g., BCBS 239, AML, GDPR).
- Technical competency in:
- BI tools (SQL, Power BI, Informatica, or similar) for reporting and exception management.
- Data analysis & reconciliation (Excel for advanced modeling/problem-solving).
- MS Office Suite (Word, Excel, PowerPoint)—not just competent, but adaptive and innovative in leveraging these tools.
Soft Skills (AND Anchor Competencies)
- Analytical Mindset: Rapid diagnosis of issues, ability to synthesise information from multiple sources, strong problem-solving (e.g., deduplication, process automation).
- Relationship Building: Serve as a bridge betweenagers/technical teams/external clients—demonstrating tact in stakeholder relations, adapting communication style for diverse audiences.
- Business Acumen: Translate complex technology/regulatory demands into action-oriented strategies; align with bank strategy while maintaining governance.
- Data-Driven Decisions & Judgment: Leverage data and predictive thinking; balance clientele needs, risk tolerance, and internal priorities.
- Agility: Manage non-routine situations independently; prioritise issues efficiently under strict targets (e.g., handling multi-person audits concurrently).
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Technical Tools
- Must Proficiency:
- Excel (pivot tables, formulae, conditional formatting, macros).
- Basic scripting (helpful but not mandatory) for report customizations.
- Recommended: Exposure to Bloomberg, Refinitiv, SWIFT, or trade-allocation platforms.
Compensation & Benefits
Each role has its own criteria affecting pay, but generally:
Pay:
- Salary Type: fixed (scalable based on location skills, and performance-based rewards).
- Range: per seniority/business unit; salaries reflect market alignment and may include commission/commission structures. Note: Exact pay tiers reflect business group needs; let your manager advocate for your best position.
- International Roles: May adjust based on bonus/performance incentives (per compliance guidelines). For part-time, full proration as per hours according to your contract.
Incentive Potential:
- Performance-related bonuses aligned to business outcomes.
- Capital Mid-Tier Benefits + Perks:
- Health, accident/life insurance.
- Tuition reimbursement ($6k annual max).
- Retirement planning (QP/RRSP matches).
- Pension programs (for eligible roles).
- Discretionary bonus funds and measures beyond salary benchmark.
Candidate Accommodations: BMO meets all reasonable requests for interview assistance. Please share with your recruiter.
Why BMO?
- Purpose-Driven Impact: Grow good—boldly. We align our business to measurable social/environmental goals, from cycling advocacy to sustainable investments.
- Career Growth: Mentorship translates expertise into big-picture achievements with vehicle programs like: Shadow a Chief Risk Officer (CRO) for 1 week.
- Authenticity: Awards ranked for leadership diversity, employee support tools (2‐hour team activity sessions on mental health). You’ll have voice in shaping the future of finance through employee resource groups.
Next Steps: Glide into new territory with BMO—invest in owning your excellence, see your impact. Apply via BMO Careers and learn more about our Total Rewards. We’re committed to an inclusive workplace—jointly growing stronger by amplifying all voices together.
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