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Overview of salaries statistics of the profession "Investment Financial Analyst in "

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Overview of salaries statistics of the profession "Investment Financial Analyst in "

10 080 $ Average monthly salary

Average salary in the last 12 months: "Investment Financial Analyst in "

Currency: CAD USD Year: 2024
The bar chart shows the change in the level of average salary of the profession Investment Financial Analyst in .

Distribution of vacancy "Investment Financial Analyst" by regions

Currency: CAD
As you can see on the diagramm in the most numerous number of vacancies of Investment Financial Analyst Job are opened in . In the second place is Peel, In the third is Leeds and Grenville.

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Internal Wholesaler, ETFs - BMO Global Asset Managemenet
BMO, Toronto, ON
Application Deadline: 06/16/2024Address: 100 King Street WestJob Family Group:Asset Mgmt Sales & ServiceDrives sales results for ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts the client first and supports their wholesaler in driving sales results across their region. This internal wholesaling position will cover regions in our ETF Distribution channel. Works with clients, prospects, internal stakeholders to build relationships and drive results.Proposes investments solutions to clients and makes recommendations based on an understanding of the client needs and market opportunities.Builds effective relationships with internal/external stakeholders.Works closely with partnered wholesaler, maintains consistent and clear communication at all times.Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.Participates in industry and intermediary events to grow presence in the marketplace.Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.Demonstrated self starter - proactively finds new ways to identify new clients, and convert prospects into new relationships.Comfortable managing multiple priorities and competing deadlines.Takes initiative when handling ad hoc tasks for clients.Demonstrates effective and timely use of the Salesforce/customer relationship management systems. Knowledge of Financial Services Cloud a plusAdheres to all compliance, regulatory, and legal guidelines.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Hybrid work arrangement expected - 4 days in the office minimum.Qualifications:Typically 5 years of relevant work experiences in Inside Sales Wholesaling, Financial Planning, Personal Banking or Investment Specialists roles and post-secondary degree in related field of study or an equivalent combination of education and experiences.Completed Canadian Securities Course, CIM or CFP certifications are strong assetsBasic understanding of intermediary Advisory sales and the Investment market.Specialized knowledge from education and/or business experience in Western Canada is a strong asset.Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with Advisors internally or externally to BMO.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Influence skills - In-depth.Compensation and Benefits:$44,500.00 - $82,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Senior Analyst, Sales Force Analytics
BMO, Toronto, ON
Application Deadline: 06/09/2024Address: 33 Dundas Street WestJob Family Group:Data Analytics & ReportingThis role will be responsible to identify opportunities for specialized sales roles including but not limited to Mortgage Specialists/Advisors, Financial Planners, etc. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools for the development of the SSG (Specialized Sales Group) strategy. Key Responsibilities: Acts as a trusted advisor to assigned business/group.Leads the design, development, and implementation of analytic solutions.Identifies emerging issues and trends to inform decision-making.Recommends and implements solutions based on analysis of issues and implications for the businessEnsures alignment between stakeholders about business needs and data needs.Ensures alignment between stakeholders about business needs and data needs.Leads/participates in the design, implementation and management of new analytics & reporting solutions.Designs, develops, and implements innovative analytical solutions.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.Structures and assembles data into multi-dimensions with various granularities (e.g., demographics, customers, products, transactions).Cleanses, manipulates, and transforms data through programming / scripting for model training and validation.Automates validation tests to improve quality and efficiency of the validation process.Validates and tests models used in analytics and reporting to assess/address performance and compliance.Conducts various pre-implementation and post-implementation analyses to estimate/measure business impact caused by model adoption (e.g., revenue increase, cost reduction, corporate brand image).Promotes reporting automation, self-serve analytics consumption, and the culture of analytics-driven decision making.Monitors and tracks tool performance, user acceptance testing, and addresses any issues.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Designs, develops, and implements innovative analytical solutions.Designs and produces regular and ad-hoc reports, and dashboards.Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.Analyzes data and information to provide subject-matter insights and recommendations.Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.Documents and maintain operational procedures and processes relating to analytical and reporting processes.Builds effective relationships with internal/external stakeholders.Collaborates with internal and external stakeholders in order to deliver on business objectives.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in Mathematics, Statistics, Computer Science , Engineering, or a related field of study. Advanced degree preferred. 2-3 years' work experiences in data manipulation and analysis. Familiarity with BMO Home Financing and Investment products is a plus. Proficiency in MS Office products (Word, Excel, PowerPoint, etc.) Knowledge and experience in data preparation, data analysis, and statistical tool sets including but not limited to SQL, SAS, Power BI, Python, SSRS, Tableau.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills.Collaboration & team skills.Analytical and problem solving skills.Influence skills.Data driven decision making.Compensation and Benefits:$54,500.00 - $101,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Analyst, Global Markets Corporate Banking - Securitization
BMO, Toronto, ON
Application Deadline: 06/27/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsThe Analyst will be part of a Global Markets Corporate Banking Securitization team that is responsible for Underwriting and Account Management of securitization and other structured finance transactions is a wide variety of asset classes including, but not limited to, automobile loans and leases, equipment loans, student loans, credit cards, consumer installment loans, residential mortgage backed securities, commercial mortgage backed securities and leveraged loans for both US and Canadian clients. The Analyst will support Account Management in making approval recommendations regarding deal structure and exposure amounts and complete due diligence and credit analysis on current and prospective clients. The Analyst will further support Account Management in a variety of other portfolio management responsibilities.Credit Risk and Financial AnalysesPrepare concise, accurate and well-reasoned written credit applications and memoranda for both new and existing transactions for presentation to Credit.Conduct credit risk analysis of securitization transactions using all available sources of information including, but not limited to servicer reports, cash flow models, financial statements, servicer audits, legal documentation, etc.Determine estimated capital for current and prospective securitization transactions using the bank's capital models.Conduct due diligence that includes on-site client visits and conference calls, analysis of business models, and comprehensive review of industry trends and related regulations.Analyze transactions for structural strengths and weaknesses and structure appropriately to mitigate weaknesses.Research and analyze financial and operating information relating to companies and industries.Assess financial soundness of counterparties and underlying securitization assets including appropriate debt levels, debt service, historic financial performance and repayment capabilities.Perform financial statement analysis including completion of spreading software (MRA).Review documentation for conformity with approved Credit terms and conditions.Keep abreast of industry trends and regulatory developments.Portfolio Management SupportAssist Account Managers in managing a diverse portfolio of accounts. This includes: i) preparing written concise credit reviews as needed, at least annually, delivering same within required timeframes, and ii) continuous monitoring of transaction performance and financial performance of the underlying client and its respective industry.Provide analytical findings to Account Management team including input on credit risks and related mitigants.Maintain current financial performance information on clients and securitization transactions in order to perform timely annual reviews, financial covenants, and internal trigger monitoring.Assist Account Managers in development of presentations or ad-hoc portfolio updates for relevant credit partners.Support Account Managers with portfolio management needs for the business.Participate in decision making with clients and internal product group partners.Expert knowledge of Bank policies and standards to ensure portfolio adheres to BMO's policies and procedures, especially as they pertain to the securitization product.Review and negotiation of legal documentation.Monitor exposure across different BMO clients and products.Assist in AML/KYC processing and obtain any pending required documentation.Partnership EffortsLiaise with Global Markets areas and with various lines of business and operational areas of the Bank as required.Support Global Markets areas on portfolio management needs and growth initiatives of the business.Participate in deal teams to negotiate structure and documentation for securitization transactions.Assist in updating Financing Guidelines.Involve in projects as required.QualificationsAn undergraduate degree with outstanding academic achievement. Specific academic coursework in finance, economics, or accounting.Relevant experience for analysts in similar roles; formal credit training preferred. 0-3 years of experience.Relevant experience for analysts hired into 2nd or 3rd year slots.Typically analysts maintain this role for 1-3 years before advancement to the next level.Credit analysis experience and understanding preferred. Will provide Global Markets specific training.Knowledge of capital markets, investment banking products and applicable regulations.Knowledge of organizational lending and portfolio management policies and objectives.Excellent analytical skills to include business, financial, and credit analysis areas.Highly developed written and oral communication skills.Strong interpersonal skills used within a collaborative and demanding team environment.Expertise in financial computer applications and database management tools including MS Excel, Moody's, Capital IQ and Bloomberg. Strong proficiency in other Microsoft Office products including MS Word and PowerPoint.Self-starter with keen attention to detail and ability to work under limited supervision.Ability to be creative, insightful, and resourceful in performance of duties.Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.Excellent capability to independently function as part of a team through self-motivation.Proficient in building cash flow and other financial models is beneficial.Additional Job DescriptionBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsCompensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Analyst, Real Estate Property Brokerage, BMO Capital Markets
BMO, Toronto, ON
Application Deadline: 06/27/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & ServicePosition Overview BMO Capital Markets is seeking an Analyst with an interest in real estate who will support the Real Estate Capital Markets team in Toronto.Responsibilities Supports deal teams in business development, pitch presentations, and transaction execution for both investment banking and property brokerage assignments;Writing and preparing detailed confidential information memorandum and other marketing materials;Collecting real estate market information and maintaining research databases;Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of properties across all major asset classes;Conduct corporate level financial modelling, various financial and strategic analyses, discounted cash flow analysis, comparable company analysis, precedent transaction analysis and evaluate other industry metrics as required;Perform quantitative and qualitative company / industry specific data analysis and research;Present analytical findings to deal teams to support strategic recommendations to clients; andBuild effective relationships with internal/external stakeholdersEducation & Qualifications Undergraduate degree in a related field, preferably in real estate, commerce, finance, economics, math or engineering;Demonstrated an interest in real estate, finance and the capital markets;Completion or current pursuit of a master's degree or professional designation (CFA, CPA, AACI) would be an asset;Strong analytical and financial modelling skills, including proficiency with Microsoft Excel and Argus Software;Excellent written and verbal communication and interpersonal skills;Exceptional organizational, time management and multi-tasking skills;Demonstrated ability to manage competing priorities and requests while maintaining strong attention to detail in a fast-paced, demanding work environment; andWork effectively in a team environment and independently as requiredWork Experience Minimum 1-2 years of work experience in one or more of the following areas: investment banking, real estate investment, financial analysis or investment brokerageCompensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Trust Clerk
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Trust Clerk is a vital role of KPMG Law's finance team and is focused on supporting KPMG Law Leadership in achieving key business metrics. What you will do Process time-sensitive deposit and withdrawal transactions as directed by legal teams in conjunction with AR, AP and Treasury, ensuring forms are accurately completed and reconciled to trust records, and organized and detailed financial documentation is maintained. Ensure compliance with Law Society regulations and risk requirements. Process investment transactions, including investment of funds, interest and withdrawals, pursuant to client instruction, maintaining organized and detailed financial documentation. Ensure compliance with Law Society regulations and risk requirements. Reconcile trust account balances and address any discrepancies. Monitor and coordinate the disbursement of inactive trust funds. Assist the Financial Analyst with annual trust audits. Maintain banking records, including tracking of opening and closing of trust accounts and updating signing authorities, in collaboration with Treasury. Respond to queries from stakeholders (legal teams, Central Finance, banking representatives) in a prompt and professional manner. Coordinate reporting to Law Society of opening and closing of trust accounts. Manage annual CDIC reporting for Trust funds. Suggest process improvements that improve efficiency and maintain compliance with Law Society requirements across all provinces Ad hoc financial reporting and analysis What you bring to the role College or University degree in Business, Finance or Accounting. Strong knowledge of accounting required. Minimum two years' experience in a related field. Experience in a law firm or similar role is an asset. Strong interpersonal and organization skills required. Ability to work independently and prioritize with time-sensitive transactions. Advanced skills with IBS considered an asset. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Financial Analyst Fall 2024 (Co-op/Internship) - 4 Months
BMO, Toronto, ON
Application Deadline: 06/04/2024Address: 100 King Street WestJob Family Group:Finance & AccountingSupports the execution of accurate and efficient cyclical reporting processes for regulatory and management information and note disclosure in financial statements to internal and external stakeholders and regulatory bodies. Works across BMO to deliver specific project/program results in alignment with overall group goals. Supports an efficient and effective Accounting function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk.Provides input into the planning and implementation of financial, regulatory, and management reporting programs.Participates in the design, implementation and management of core business/group processes.Supports the production of financial, regulatory, and management reporting requirements.Executes work to deliver timely, accurate, and efficient service for monthly, quarterly and annual processes for reporting.Analyses data and information to provide financial, regulatory and related risk insights and recommendations.Supports the interpretation and definition of internal and external policies and regulatory requirements e.g. credit reporting.Ensures strong governance and effective controls across finance & accounting activities and information in accordance with enterprise standards.Provides attestation to the validity of financial results and highlight significant information including variances, trends, opportunities and exposures to their Manager.Provides information and support the process for internal (Corporate and SOX) and external audits.Gathers and formats data into regular and ad-hoc reports, and dashboards.Organizes work information to ensure accuracy and completeness.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:As a full-time employee, we would require 2-4 years of experience, however as part of the BMO campus program, we are looking for motivated individuals with a strong desire to learn. Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits:$49,000.00 - $90,800.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Lead Data Engineer (Global Asset Management)
BMO, Toronto, ON
Application Deadline: 06/18/2024Address: 100 King Street WestJob Family Group:Data Analytics & ReportingA team lead role with deep knowledge of current data technology and data engineering practices. This role will lead a team of data engineers to build and automate databases for asset management data, including investment, market, and sales data. Technical knowledge on database structure, maintenance, pipelines, and automation is essential. This role will also be accountable for database migration to upgraded technology and working with broader technology teams to access and automate new datasets. As a team lead, the ideal candidate will be collaborative and sociable and have strong people management skills. They will also work with data scientists and analysts to create and automate datasets and models for analytics. This role includes:Database governance and maintenance, including schema structure, table creation, and ensuring database best practices and naming conventions.Building ETL pipelines across the our data ecosystems.Working in different data platforms, including on-premises and cloud-based infrastructures.Managing and reviewing work done by junior data engineers and business analysts.Communicating technical concepts in non-technical terms.Fostering strong internal and external networks and working across multiple teams to achieve business objectives.Collaborating with other team members to deliver analytics solutions.Collaborating with broader technology and cybersecurity teams to source data and keep in compliance with data security guidelines.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Attracts and retains top data talent and enables career development of junior members.Broader accountabilities may be assigned as needed.Qualifications:SQL, Python/R/SAS and Git skills are essential.Knowledge and experience in building solutions in data cloud platforms, including Snowflake, AWS, and/or Azure is essential.Expertise in building and automating datasets and reports.Experience in proper data documentation and version control is essential.Experience in scheduling and automating advanced analytics solutions (e.g. machine-learning or generative AI) is strongly preferred.Investment industry knowledge/Asset Management is an asset, including basic knowledge of sales and portfolio management.8+ years of relevant experience and/or certification in related fields of study, or an equivalent combination of education and experience. Advanced degree in related field is preferred.Compensation and Benefits:$81,600.00 - $151,200.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Internal Wholesaler, ETFs - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 07/07/2024Address: 100 King Street WestJob Family Group:Asset Mgmt Sales & ServiceDrives sales results for ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts the client first and supports their wholesaler in driving sales results across their region. This internal wholesaling position will cover regions in our ETF Distribution channel. Works with clients, prospects, internal stakeholders to build relationships and drive results.Proposes investments solutions to clients and makes recommendations based on an understanding of the client needs and market opportunities.Builds effective relationships with internal/external stakeholders.Works closely with partnered wholesaler, maintains consistent and clear communication at all times.Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.Participates in industry and intermediary events to grow presence in the marketplace.Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.Demonstrated self starter - proactively finds new ways to identify new clients, and convert prospects into new relationships.Comfortable managing multiple priorities and competing deadlines.Takes initiative when handling ad hoc tasks for clients.Demonstrates effective and timely use of the Salesforce/customer relationship management systems. Knowledge of Financial Services Cloud a plusAdheres to all compliance, regulatory, and legal guidelines.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Hybrid work arrangement expected - 4 days in the office minimum.Qualifications:Typically 5 years of relevant work experiences in Inside Sales Wholesaling, Financial Planning, Personal Banking or Investment Specialists roles and post-secondary degree in related field of study or an equivalent combination of education and experiences.Completed Canadian Securities Course, CIM or CFP certifications are strong assetsBasic understanding of intermediary Advisory sales and the Investment market.Specialized knowledge from education and/or business experience in Ontario is a strong asset.Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with Advisors internally or externally to BMO.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Influence skills - In-depth. Salary :$44,500.00 - $82,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Senior Analyst - Structural Market Risk
BMO, Toronto, ON
Application Deadline: 06/23/2024Address: 100 King Street WestJob Family Group:Finance & AccountingAs part of our Corporate Treasury team, this role supports the research and development of quantitative risk modeling methodologies and related strategies in support of managing structural market risks (also known as asset-liability management or ALM) arising from business/group portfolios and products. Supports and implements models to ensure market risk in banking products are properly measured and support effective risk management practices.Develops analytical solutions, models and methodologies used to manage risks related to the Bank's portfolios and products e.g. valuations; hedging strategies, customer behavior models, performance measurement, etc.Monitors the financial market environment and model performance impacts for optimal execution of risk strategies.Performs analytics and reporting of economic and P&L performance of Corporate Treasury as a result of its hedging, investment and funding activities.Researches industry best practices with respect to structural market risk modeling and methodology.Monitors and tracks changes to position and component risk metrics over reporting periods; addresses and / or escalates any issues.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Provides input to policy positions with respect to structural market risk programs considering legislative requirements.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Conducts independent analysis to resolve strategic issues.Provides input to the planning & implementation of structural market risk data acquisition and reporting programs.Documents data flow, systems and processes in data collection to improve efficiency; advances automation of processes.Applies scripting / programming skills to assemble source data into structured datasets with multiple levels of granularities e.g., demographics, customers, products, transaction.Applies suitable statistical techniques to perform analysis e.g., A/B testing, mathematical models, algorithms, machine learning to test, verify, refine hypotheses.Builds effective relationships with internal/external stakeholders.Participates in the design, implementation and management of core business/group processes.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 5 years of relevant experience or an equivalent combination of education and experience.Degree in either Risk Management, Finance, or Economics.FRM or CFA certifications preferred.Technical proficiency gained through education and/or business experience.Strong knowledge of Excel, Access, SQL, VBA. Experience with Power BI (or general business intelligence systems experience) preferred.Working experience in a Finance environment with exposure to one or more of the following: Risk management, financial market products and pricing, Balance Sheet / Asset Liability management.Knowledge of quantitative modelling including understanding of statistics, risk and financial metrics.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$65,400.00 - $121,800.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Financial Analyst (NOC 11101)
9585729 Canada Inc, Brampton, Ontario
Vacancies: 1Terms of employment: Permanent, Full time, DayJob requirementsTasksEvaluate financial riskAdvise on and participate in the financial aspects of contracts and calls for tenderAnalyze investment projectsAssist in preparing operating and investment budgetsPlan short- and long-term cash flows and assess financial performancePrepare a regular risk profile for debt portfoliosDevelop monetary policies and forecasts of financial activityWork conditions and physical capabilitiesFast-paced environment, Attention to detail
Treasury & Payment Analyst
BMO, Toronto, ON
Application Deadline: 06/27/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceProvides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Responds to information requests and follows established protocols.Resolves issues escalating as required.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports, and dashboards.Supports product change management initiatives with tasks typically focused on execution and sustainment activities.Provides input into the planning and implementation of operational programs.Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets.Follows corporate policies, operating directives, laws and regulatory requirements.Makes recommendations to improve BMO processes and systems.Executes work to deliver timely, accurate, and efficient service.Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications: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 of cash management products and services - Basic.Knowledge of business investment and lending products - Basic.Knowledge of other banking products and services - Basic.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$37,500.00 - $69,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
BMO Capital Markets Summer 2025 Investment Banking Analyst - Real Estate Brokerage, Toronto
BMO, Toronto, ON
Application Deadline: 07/05/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: This position will be situated with the Real Estate Property Brokerage team in Toronto.The Summer/Spring Co-op Analyst program is designed for candidates between their third and fourth undergraduate years. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. Responsibilities: As an Investment Banking Summer/Spring Co-op Analyst within the Real Estate Property Brokerage team at BMO Capital Markets, you will gain valuable exposure to the real estate industry and work with a variety of financial products, including mortgage financings, individual and portfolio asset sales, mergers and acquisitions, and financial advisory. Responsibilities can include:Assisting in preparation of pitches and presentations;Writing and preparing portions of confidential information memorandums and other marketing material;Collecting real estate market information and maintaining research databases;Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of real estate properties across all major asset classes;Reading and summarizing property leases and other legal documents;Reviewing third party reports including appraisal, building condition and environmental reports; andPerforming other tasks supporting client relationships and business development.This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking, with a particular focus on the real estate sector. Qualifications: As an Analyst, you will be part of a dynamic investment banking environment. We are looking for highly motivated, mature individuals with the following attributes:Enrolled in an undergraduate degree program; graduating in December 2025 or Spring 2026 Currently enrolled in an undergraduate degree program specializing in: real estate, commerce, finance, economics, math or engineering;A minimum cGPA of 3.4/4.0;Outstanding academic, achievement and peer recognition;Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and potentially Argus Software;Strong interpersonal skills used within a demanding team environment;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self-motivation;Strong work ethic;A high level of integrity; andExperience working within one or more of the following areas would be an asset: real estate appraisal, asset/ investment management, financial analysis or investment brokerage. How to Apply: For your application to be eligible for consideration, you must apply to the BMO application link below: Please ensure the following items are submitted in your application:1. Cover Letter (optional)2. Resume3. Transcript The campus internship job description above aligns to the full time job description below: Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.Delivers financial modeling to support strategic recommendations to clients.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $100,000 CAD.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Vice President, Energy Trading
BMO, Toronto, ON
Application Deadline: 07/25/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Position Description We have the unique opportunity for a VP/Director, Commodities Trading to join our Energy group in North America. The broad mandate to grow market share in Commodities will require the candidate to utilize knowledge of physical and financial energy markets to price, execute and manage natural gas and/or crude oil derivatives for BMO's corporate and investor client base. This role includes direct responsibility for executing trades, actively managing linear and non-linear risk, and running/maintaining fundamental models. The candidate also identifies opportunities for increased efficiency and improved service to internal and external clients and implements positive change within the business unit. Group Overview The Commodities Trading group is a team within Global Markets' Global Origination team responsible for managing and executing hedging and financing transactions for BMO's investor, corporate and commercial clients. Working closely with the Global Client Coverage (GCC) group as well as investment, corporate and commercial banking, the team serves as product experts with a coverage universe including fixed price swaps, basis, options, and exotic derivatives. Key Areas of Accountability Skills: Minimum 5 years experience at a bank, trade shop, market-maker or hedge fund managing an active book of Energy Derivatives Excellent communication skills (written and verbal) including listening, understanding, and respondingExpertise in financial computer applications including MS Excel, VBA, and Bloomberg. Strong proficiency in other Microsoft Office products.Able to exercise independent thought and judgment under limited supervision and to adapt to new tasks with little noticeCreative, insightful and eager to learn Knowledge: Demonstrates strong knowledge of Energy markets - financial and physicalThorough knowledge of derivatives including optionsKnowledge of banking and risk concepts as well as derivative regulationsCurrent on existing and emerging Energy Industry trends in Canada and the U.S.Relevant experience and passion for working in a market making, direct client-facing role Transaction Modelling & Financial Analysis: Use abilities in financial analysis to communicate effectively and succinctly with GCC and clients to facilitate dealsDevelop marketing ideas and help initiate transactions through appropriate presentation of financial dataUnderstand all software systems for trading and pricing transactionsDevelop, maintain, and build out fundamental models Collaboration: Be a strong partner and collaborator with the Commodities Team to share market information and solve problemsBuild relationships with product partners across Global Markets to provide/solicit cross-product mandates for new opportunitiesContinuously coaching and mentor Analysts and AssociatesEnsure high levels of client satisfaction through strong cross-department coordination with the following groups:I&CB and P&C Coverage and Portfolio ManagementOther Global Markets GroupsCross-Business Risk and Cross-Business StructuringDocumentation & LegalMarket RiskClient OnboardingComplianceCompensation and Benefits:$150,000 - 175,000 CADCompensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Analyst, Global Markets
BMO, Toronto, ON
Application Deadline: 06/27/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsProvides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. The focus of this role will be on equity derivatives and financing solutions (concentrated margin loans, equity monetization and equity swaps). Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.Acts as point person to provide client support in the form of proposals, marketing material, and more with the cooperation of trading and sales, research, and marketing and with the support of a senior leaderSeeks to develop an understanding of client needs and outcomesMaintains a proactive, client service focus in order to meet their needs and increase revenue; develops client prospects from among current customers, referral leads and other sourcesVerifies that all confirms on trades or sales are accurate and promptly deliveredDevelops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendationsReads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needsSupports the execution of strategic initiatives in collaboration with internal and external stakeholderBuilds effective relationships with internal/external stakeholdersUses analytical skills (financial modeling, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverablesDefines problems, collects data, establishes facts, and draws valid conclusionsExecutes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, maintenance of databases, revenue reconciliations, etc.).Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and proceduresManages firm's risk and takes action to reduce exposure in developing and delivering client strategies including the development of hedging and trading strategiesUnderstands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.)Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectivenessExercises judgment to identify, diagnose, and solve problems within given rulesWorks independently and regularly handles non-routine situationsBroader work or accountabilities may be assigned as needed Qualifications: Typically between 1-3 years of relevant experience and post-secondary degree in Accounting/Commerce/Economics/Mathematics or an equivalent combination of education and experienceProfessional designation (CFA, CPA, etc.) helpful but not requiredSeries 7, 63 licenses are helpful but not requiredFamiliarity with capital markets, derivatives and derivatives pricing, and hedging strategiesStrong familiarity with Microsoft Office (Outlook, Excel, PowerPoint), and BloombergStrong financial analysis skillsSpecialized knowledge from education and/or business experienceVerbal & written communication skills - In-depthCollaboration & team skills - In-depthAnalytical and problem solving skills - In-depthInfluence skills - In-depthCompensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Analyst, Corporate Structured Finance, Global Markets
BMO, Toronto, ON
Application Deadline: 07/18/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsAnalyst, Corporate Structured Finance, Global MarketsThe Corporate Structured Finance team is part of a multi-asset group at BMO Capital Markets. The team services Corporate, Commercial, Sponsor, and High Net Worth clients across Commodities, Equity & Equity-Linked, FX, and Rates.In this role you will be primarily focused on Equity Derivatives & Financing Solutions (Concentrated Margin Loans, Equity Hedging & Monetization strategies utilizing derivatives & swaps, and more). You will be part of a lean team with a flat structure which provides for an accelerated & enhanced learning experience.Responsibilities:You will be expected to assist the team in growing revenue via opportunity identification with respect to existing clients and prospecting new clientsThis role requires collaboration across the spectrum with stakeholders in accounting, banking, legal, risk, trading as part of the transaction underwriting & execution processYou will be expected to execute live transactions and work on all transaction aspects including structuring, transaction booking, liaising with clients, and negotiation of legal documentsThis role requires an individual that is able to work as part of a team, has a strong analytical and problem solving mindset, and is highly attentive to details under time sensitive situationsThe expectation for this role is that you have the ability to work independently and have the ability to regularly handle non-routine situationsBroader work or accountabilities may be assigned as needed Qualifications: Between 1-3 years of relevant experience and post-secondary degree in Accounting, Commerce, Finance, Economics, and/or MathematicsFamiliarity with capital markets, derivatives and derivatives pricing, and hedging strategiesStrong financial analysis skills and critical thinking abilityStrong qualitative skills (collaboration, communication, presentation, team-work, etc.)Strong familiarity with Microsoft Office (Outlook, Excel, PowerPoint), and BloombergProfessional designations (CFA, CPA, etc.) are helpful but not requiredSeries 7, 63 (FINRA registrations) are helpful but not requiredCompensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.