Corporate Actions & Data Notification - Analyst-2

04/29/2025

Address:

VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Customer Shared Services

Provides support and delivers specific operational processes to ensure timely and accurate creation and dissemination of Corporate Actions notices. Specific operational processes include verifying the accuracy of depo information and attention to detail regarding the delivery of notices to all lines of business. Also provides support for specialized operations within Asset Servicing (corporate actions/entitlements. Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports.

Responsibilities:

• Gathers and formats data into regular and ad-hoc reports and dashboards.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Organizes work information to ensure accuracy and completeness.
• Executes routine tasks such as service requests, translations, queries etc., within relevant service level agreements.
• Follows documented policies and procedures to execute day-to-day transactions, activities, and processes and ensure all Service Level Agreements (SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness.
• Identifies and analyzes issues and problems to resolve discrepancies in a timely manner. Deals with clients (internal) directly to resolve issues and/or escalates as required.
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
• Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.
• Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
• Collaborates in the development/implementation of new processes/systems and changes/improvements to existing systems and processes.
• Supports the development of tools and delivery of training focused on delivering business results.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyze issues and determine the next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically, between 2 - 3 years of relevant experience and a post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
• Knowledge and experience in investment financing
• Knowledge and experience brokerage
• Knowledge and experience of the stock market
• Knowledge and experience of Corporate Action is nice to have
• Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
• Knowledge of the risk and regulatory requirements of the business – Good.
• Prioritization skills – Good.
• Customer service skills – Good.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Specialized knowledge (Corporate Actions).
• Verbal & written communication skills - Excellent.
• Organization skills - Excellent.
• Collaboration & team skills - Good.
• Analytical and problem-solving skills - Good.

$37,500.00 - $69,500.00

Salaried

The 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

About Us

At 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.