Research Operations Analyst

Application Deadline:

01/30/2026

Address:

320 S Canal Street

Job Family Group:

Customer Solutions

The Research Operations Analyst is principally responsible for the production of critical Manager Research reports. The Analyst will coordinate with individual investment teams in the collection and management of data to ensure timely delivery of reports to clients of BMO Wealth Management. Additionally, the Analyst will be involved in maintaining and monitoring the global data infrastructure of the Manager Research team. Further, the Analyst will provide support in conducting operational due diligence on investment strategies. Lastly, the Analyst will contribute to a variety of projects that relate to the overall growth of BMO Wealth Management. The Analyst may be called on to provide analysis related to processes and systems to internal teams, requiring strong verbal and written communication skills as well as careful attention to data integrity.

KEY ACCOUNTABILITIES
• 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

KNOWLEDGE and SKILLS
• Undergraduate degree required
• Desire or progress in working toward professional designation(s)
• Excellent attention to detail
• Established competency with various computer programs, including Microsoft 365 Applications (Excel in particular) and Morningstar Direct
• Inherent analytical and problem solving skills
• Appreciation for work in a team environment, adhering to highest ethical standards

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. Works closely with Portfolio Managers and the portfolio management team to capture research in the portfolio management process.

• Makes an investment recommendations senior investment leaders and portfolio management team within the business.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works well under direct supervision to support smaller portfolio mandates, territories, issues and relationships.
• Analyzes data and information to provide insights and recommendations.
• Provides timely, accurate service and support to team members by completing a wide variety of research related activities and deliverables.
• Executes research according to the specific discipline/portfolio management requirements (manager research, quantitative research, fundamental research, etc.).
• Develops, tests, and implements selection factors and models, asset allocation factors and models, and portfolio construction and risk modeling.
• May research and select managers for their investment platforms, and/or sub-advised funds, wrap products, etc. Seeks new opportunities, and provides information about investment performance, philosophy, and asset allocation.
• Monitors domestic and international economic and political trends for potential impact on the fundamentals of issuers, industries, and portfolios.
• Reviews academic literature and maintains knowledge and understanding of the market/industry.
• Evaluates alternate third-party data sources, models, or software.
• Presents research results to internal and external clients.
• Provides written and verbal research reports to Portfolio Managers for communication to clients.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 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.
• Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.
• Specialized knowledge from 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.

l standards

Salary:

$58,500.00 - $107,900.00

Pay Type:

Salar