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    Investment Accounting Analyst - Toronto, ON, Canada - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Toronto, ON, Canada

    1 week ago

    Default job background
    Description
    Portfolio Analyst (Contract) page is loaded Portfolio Analyst (Contract)
    Apply locations Toronto, ON, CAN time type Full time posted on Posted Yesterday job requisition id R

    Application Deadline:

    Under the day-to-day direction of the Associate Director and Lead, the primary role of the Portfolio Analyst is to assist and support the portfolio administrative and trade management functions for BMO Nesbitt Burns Managed Account Programs, coordinating with a number of stakeholders to ensure timely execution and completion of responsibilities.

    Assist with review and monitoring of assigned accounts
    Provide operational support to identify, research and resolve problems in a high paced, high pressure environment (including trade error corrections)
    Assist with compliance functions to ensure activities and processes are within guidelines and meet regulatory requirements
    Assist with the development and maintenance of operational policies and procedures
    3+ years in investment industry experience
    ~ University Degree (Business, Economics, Accounting, Finance)
    ~ Highly flexible and adaptable to change
    Understanding of tax-related issues affecting investments
    Proficient computer literacy, advanced Excel Skills
    Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    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. We're here to help
    It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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