Senior Analyst, Performance Measurement

4 weeks ago

Toronto, Canada BMO Full time
Application Deadline:

05/02/2024

Address:
100 King Street West

The Senior Analyst, Performance Measurement is responsible for delivering and maintaining performance measurement services provided by BMO Private Investment Counsel Inc., part of BMO Private Wealth.

  • Generate rates of return for client accounts, model portfolios and benchmarks utilizing performance measurement systems.
  • Support the production of client statements and regulatory client performance reporting obligations through the generation and maintenance of raw performance data files.
  • Ensure performance measurement data, tools, databases, platforms and processes are properly integrated, maintained and configured to support reporting, reconciliation and analysis.
  • Resolve complex operational issues regarding performance measurement discrepancies/anomalies independently or by working effectively with representatives from other internal departments in an efficient manner.
  • Produce performance return and risk analytics for mutual funds to be used in the production of regulatory documents such as Fund Facts and Management Report of Fund Performance (MRFP).
  • Support Investment Counsellor client reviews and acquisition through the development of tailored ad-hoc performance analytics and reporting.
  • Deliver return and risk statistics for the use in various investment management tools and platforms.
  • Produce regular and ad-hoc performance reports and analytics for various investment committees, senior management and business partners across BMO Private Wealth.
  • Drive increased productivity and quality by identifying opportunities to improve performance measurement applications, processes and reporting.
  • Ensure that all operating policies, procedures and controls are followed within the team.
  • Develop, maintain and ensure that all performance measurement policies, procedures and controls are aligned to Compliance requirements.
  • Keep current on relevant industry practices and incorporate, where suitable, into policy, procedures and controls.
  • Participate in and lead small to medium size projects which require performance and risk analytics or capability development.
  • Participate in the implementation of strategic initiatives with respect to performance measurement for BMO Private Wealth as established by senior management.
  • Provide coaching and training in relation to performance measurement, as needed, to new BMO Private Wealth client facing professions and national office team members.
  • Be accountable for the completion of other regular and ad-hoc responsibilities as defined by the manager.
QUALIFICATIONS AND SKILLS

Qualifications:
  • Post-secondary degree in a related field of study (Business/Commerce, Finance, or Economics).
  • Typically between 3 to 5 years of performance measurement experience in the financial services industry
  • Completion of CFA Level 1 examination is preferred, or enrollment in the CFA, CIPM or CIM program is an asset
  • Successful completion of the Canadian Securities Course
  • In-depth knowledge of the performance measurement and reporting as well as investment management operations and securities transaction processing
  • Broad knowledge of financial products and processes
  • Understanding of regulatory obligations for portfolio managers and investment funds with respect to performance measurement and reporting
Skills:
  • Strong analytical skills and attention to detail to deliver efficient and accurate results
  • Organized, resourceful, efficient, accurate and ability to prioritize and meet deadlines
  • Ability to work effectively both independently and part of a team
  • Ability to identify problems and independently develop and recommend solutions for management were necessary
  • Ability to effectively communicate, both written and verbally, with various stakeholders including Operations, Investment Platform, Technology, senior management and client facing professionals
  • Solid working knowledge of SS&C Pacer and Persys and FIS Global Plus is important
  • Strong knowledge of MS Excel, MS Access and MS PowerPoint. Ability to maintain and develop macros (VBA) is an asset.
  • Working knowledge of Morningstar Direct is an asset
Understands and articulates the business case of business questions and the estimated value being delivered. 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.
  • Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.
  • Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability.
  • Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
  • Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
  • Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
  • Develops data visualizations of \"large\" amounts of data that facilitate the intuitive presentation of data to decision makers.
  • Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
  • 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.
  • 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:

Foundational level of proficiency:
  • Technical design optimization.
  • Decision Making.
  • Systems Thinking.
  • Data visualization.
  • Data storytelling.
  • Data mining.
  • Illustration.
  • Creative thinking.
  • Problem Solving.

Intermediate level of proficiency:
  • Insights design.
  • Insights development and reporting.
  • Verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Data driven decision making.
  • 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.
  • Technical proficiency gained through education and/or business experience.

Grade:
6
Job Category:
Individual Contributor / Collaborateur
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.

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.

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