BMO Wealth Management needs a Research Operations Analyst to produce critical Manager Research reports, coordinate data collection, manage data infrastructure, support operational due diligence, and contribute to the growth of BMO Wealth Management by providing analysis on processes and systems.
Requirements
- Established competency with various computer programs, including Microsoft 365 Applications (Excel in particular) and Morningstar Direct
- Develops, tests, and implements selection factors and models, asset allocation factors and models, and portfolio construction and risk modeling.
- Evaluates alternate third-party data sources, models, or software.
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Growing understanding of the functional area and operating environment.
- Specialized knowledge from education and/or business experience.
- Analytical and problem solving skills - In-depth.
Responsibilities
- Gathering, organizing, and recording data from asset managers
- Managing the creation and dissemination of investment reports
- Maintaining and monitoring of data systems and processes
- Assisting in the operational due diligence process of investment strategies
- Conducts investment research to support portfolio and business objectives, including researching managers and/or performing fundamental, quantitative, or credit research that supports portfolio management and the development of new investment strategies.
- Develops, tests, and implements selection factors and models, asset allocation factors and models, and portfolio construction and risk modeling.
- Evaluates alternate third-party data sources, models, or software.
Other
- Undergraduate degree required
- Desire or progress in working toward professional designation(s)
- Excellent attention to detail
- Inherent analytical and problem solving skills
- Appreciation for work in a team environment, adhering to highest ethical standards
- Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Influence skills - In-depth.
