Investment Operations Specialist
1 month ago
Solutions for Clients
Expertise in product launch and investor experience at BMO GAM is essential for this role.
- Manage the investor subscription and redemptions process in conjunction with internal partners and external vendors.
- Key contact for back office, middle office, and dealer service teams.
- Resolve complex investor escalations or policy exceptions.
- Assist National Accounts team in obtaining necessary dealer approvals for new launches.
- Support existing platforms for issues arising with vendors and stakeholders on topics such as transfer agency, fund accounting and investment operations.
- Oversee comprehensive competitive and industry analyses to support new product initiatives.
- Analyze data and information to provide insights and recommendations.
- This role requires +3 years of experience in Asset Management, Investment Product Management, Wealth Management Operations or Dealer Services.
- Must be intellectually curious about asset management and alternative investments.
- Data-driven decision-making is crucial.
With an estimated salary of $85,000 - $110,000 per year, this role offers a competitive compensation package.
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