Derivatives Analyst

4 weeks ago


Toronto, Canada BMO Financial Group Full time

100 King Street West Toronto Ontario,M5X 1A1
- Comfortable in using technology to improve efficiency in daily processes
- Proficiency in Python and/or VBA ideal
- Works well with existing team members
- Detail Oriented
- Ability to think tactically and strategically
- Provide exposure reporting across multiple portfolios to a variety of stakeholders
- Ensure accurate and up to date content in marketing documents, presentation decks, website and other as needed
- Work with portfolio management team to monitor positions and cash balances
- Ensure data in ETF basket and confirmations files are accurate
- Responsible for producing portfolio performance and attribution reports.
- Maintain an understanding of the contribution to return from derivative holdings and exposures.
- Maintain and produce reporting on trading costs related to derivative holdings.
- Being able to compare our ETFs with industry peers in order to develop key positioning ideas for portfolio managers and sales team
- Foster a highly integrated and collaborative partnership with the sales team to deliver exceptional client service, through delivery of timely and insightful support and ETF analysis
- Support products through education and sales
- Promote BMO ETFs both externally and internally
- Maintain a high level of knowledge of ETF markets
- Provide investment analysis and commentary to the portfolio management and sales teams
- Provide investment analysis on new product launches
- Pre-product launch, work with internal stakeholders to understand portfolio analytics such as sector/factor exposures, market capitalization, liquidity, etc.
- Conducts research to support portfolio management activities.
- Continuously pursues and identifies potential risk within our business and processes.
- Understands and adheres to all compliance requirements; ensures supporting documentation is maintained.
- Ensure controls are in place and are being followed.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Achievement of, or working towards CFA designation preferred.
- Achievement of, or working towards CSI Derivatives Fundamentals course preferred.
- 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.


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