Senior Analyst, Corporate Funding

01/18/2024

Address:

100 King Street West

Data Analytics & Reporting

Under the direction of the Director, Corporate Funding this position supports the development and execution of the Bank’s capital market funding activities encompassing an annual program of $25-$30B/yr. This includes preparing and maintaining analysis on funding options, market conditions and position against limits, helping to ensure Senior Managers’ decisions are well informed and supporting the ticketing of the funding deals and other internal tickets on a daily basis. In addition, this role supports the completion of key governance, reporting, invoicing and compliance activities for the team. This job provides a key support function to the Corporate Funding and securitization activities that are significant in the context of the Bank’s balance sheet and P&L.

Consults on analytical solutions to understand, analyze, and synthesize requirements, goals and objectives relative to data and business intelligence needs and to enable high-quality, fact-based business decisions to drive better business outcomes. Provides advice on the configuration, functionality, applicability, and usability of data management, data analytics, and data visualization technology solutions. Supports the development of the strategy and roadmap for data quality and data analytics, data modeling, reporting, business intelligence, and the design and development of sophisticated decision support tools.

• Enter trade information in the ticket booking systems (Calypso) for all funding deals and internal funding
• Support and in some cases manage the execution of Bank’s Corporate Funding and securitization transactions including, but not limited to, supporting the transaction and settlement process, management due diligence, etc.
• Provide ad hoc analysis to Manager(s) to assist in responding to specific requests from Senior Management
• Maintain the investor database including updating for the investor details based on different products and geographies
• Builds effective relationships with internal/external stakeholders.
• 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).
• 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.
• 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 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• One or more of the following: B. Commerce, MBA, CFA, CA, CMA
• 1-3 years of experience in finance or capital markets
• Knowledge of the Bank’s trade input systems, structure and accounting systems
• Understanding of financial instruments and capital markets an asset
• Knowledge and experience in data preparation, data analysis, and statistical tool sets including but not limited to Spotfire, Tableau, SQL, SAS, R, Python, MATLAB, SPSS - Very good.
• 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.

We’re here to help

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.