Bmo Capital Markets
4 weeks ago
100 King Street West Toronto Ontario,M5X 1A1
**BMO Capital Markets**
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.
**Team Overview**:
The Client Onboarding, Know Your Client (part of Anti-Money Laundering, Financial Crime Compliance), and Central New Accounts team is responsible for enabling new clients to transact quickly and efficiently while maintaining up-to-date records and managing risk. The team functions include:
- Onboarding new clients and adding product capabilities for existing clients
- Setting up new accounts, sub-accounts, and modifications to account data
- Performing AML/KYC due diligence at onboarding and periodically
- Performing tax due diligence at onboarding and periodically
- Maintaining a Marketplaces framework and onboarding and maintaining our marketplaces
**Process Mapping and Procedure Documentation**
- Learn and document existing procedures or changes to procedures in process map documents and/or procedure documentation (e.g. work instructions).
- Prepare updates to drafts of procedure and process documentation and manage and work through feedback.
- Utilize knowledge of CM’s businesses, products, and risk measures as well as process design skills to provide recommendation insight and analysis in support of process improvements. Participate on and support Lean/Six Sigma processes as assigned.
**Training and Communications Material Development**
- Prepare training and communications materials drafts as assigned.
- Build and update training and communications materials (on SharePoint, in training presentation decks, and/or on eLearning platforms).
- Take meeting notes and prepare draft summaries for updates to management and/or to teams, as assigned.
**Data Management**
- Review datasets to resolve discrepancies and investigate anomalies between systems.
- Develop and implement new data management processes, working with the operational and reporting teams
- Utilize technical skills to efficiently and effectively extract and manipulate data from client databases or other source systems to meet various reporting needs (e.g. weekly, monthly, quarterly, and ad hoc reports)
- Manage client expectations, and meet agreed upon deadlines; produce work that is timely and accurate. Strive to provide great stakeholder service.
**Change Management and Systems Testing**
- Support administrative tracking for changes to processes, procedures, and/or systems. Work with stakeholders to record progress and scheduling for changes.
- Participate in systems testing.
**Qualifications**:
We are looking for highly motivated, mature individuals with the following attributes:
- Currently enrolled in an undergraduate program; graduating in Spring 2025, 2026, 2027 (applicants are typically between their second and second last co-op term);
- Currently working towards a degree in: Business, Computer Science, Math, Library Science, or Engineering;
- Proficient in MS Office and MS Teams; expertise in SharePoint highly desired
- Understanding of Capital Markets products an asset;
- Understanding of financial accounting concepts an asset.
**How to Apply**:
- Resume
**The campus job description above aligns to the internal job description below.**
Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to
deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes.
- Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.
- Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.
- Helps manage the flow of inquiries, market data, and other information from clients. Routes cl
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