Senior Analyst, Performance Measurement, Private Wealth

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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:

• 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

Salary:

Pay Type:

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Us

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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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.