Reporting to the Director, I&CB; Strategy & Business Management, this diverse role is responsible for a high level of analytical and operational support focused around client and sales management, operational efficiency, and initiatives for the Strategy and Business Managers in Global I&CB;, Client Stakeholder Team. The Associate will have responsibility for business management support, with a particular focus on financial and business analysis, sales management reporting, presentation and document preparation, and operational support. This role includes accountabilities for supporting, anticipating and managing both short and long-term objectives/outcomes and maintaining a current understanding of performance objectives specific to sales and client management.
Knowledge and Skills Undergraduate or Professional degree with a focus on Business, Finance, Economics is desirableMinimum of 3-5 years of relevant business support or business analysis experience, preferably in Capital Markets or Financial ServicesStrong analytical and mathematical capabilitiesHigh proficiency in MS Office products (Excel, Word, PowerPoint)Familiarity with and experience using CRM systems and functionalityFamiliarity with various market data software including Bloomberg, Dealogic, and Factset is an assetHighly developed written and oral communication skillsStrong interpersonal skills working in a team environment collaboratively with colleagues at all levels within the organizationAbility to work independently in a fast-paced, dynamic environmentProven ability in managing multiple priorities and deadlinesExcellent attention to detail and ability to learn and adapt quicklyKey Accountabilities Supports the development and execution of strategic initiatives in collaboration with internal and external stakeholders.Research and analyze financial and operating information relating to the line of business, its business partners, and support areas.Maintain and review key performance metrics such as revenue, expenses, future pipeline, ROE, cross-selling, market position, lead roles, activities, industry and market data to assess performance, opportunities, and challenges and to provide insights and recommendations.Prepare and analyze competitive data, league tables, fee and market share, and other external data as required for the industry sectors.Facilitate the development of critical reports from our CRM and other sources of information to drive better understanding of both individual RM performance as well as business performance.Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.LOB Relationship Management Support including facilitating and enhancing support of the LOB across all partnerships.Lead and/or assist in the execution of key deliverables around technology, CRM, and process automation.Build strong relationships and partnerships with colleagues and individuals across I&CB; and Capital Markets with whom this role collaborates.Operational Support / Ad Hoc Work in partnership with the Directors and other colleagues from the Strategy & Business Management team to deliver against business presentations and updates, key initiatives, and ad hoc requests.
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
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