Bilingual Manager, Investment Operations - Ottawa, Canada - BMO Financial Group

BMO Financial Group
BMO Financial Group
Verified Company
Ottawa, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description
rue St-Jacques O Montreal Quebec,H2Y 1L6

Provides support and service for the Investment Operations function of BMO's business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • Ensures alignment between values and behaviour that fosters diversity and inclusion.
  • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attracts, retains, and enables the career development of top talent.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Acts as a trusted advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Identifies emerging issues and trends to inform decisionmaking.
  • Assists in the development of strategic plans.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Communicates with internal business partners and external customers in response to standard and nonstandard inquiries.
  • Designs and produces regular and adhoc reports, and dashboards.
  • Monitors and tracks performance, and addresses any issues.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Develops and manages a business/group program.
  • Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.
  • Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
  • Fulfills routine and frequently nonroutine transactions, responds to internal business partner and/or external customer inquiries / requests, and/or audit/reconciliation activities.
  • Analyzes and resolves complex issues in accordance with Bank and industry standards.
  • Acts as primary backup to team members and as backup to the manager.
  • Evaluates circumstances requiring exceptions and engages senior management for resolution.
  • May acts as the daytoday contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
  • Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
  • Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
  • Follows documented policies and procedures to execute daytoday transactions, activities, processes and meet all Service Level Agreements (SLAs).
  • Checks and reconciles information and documentation to ensure accuracy and completeness.
  • Analyzes data and information to provide insights and recommendations.
  • Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
  • Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
  • Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
  • Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
  • 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.
  • Focus is primarily on business/group within BMO; may have broader, enterprisewide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and reg

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