Associate, Equity Derivatives

Application Deadline:

01/30/2025

Address:

3 Times Square

Job Family Group:

Customer Shared Services

Provides support and delivers operational processes to ensure timely and accurate processing of securities and trade transactions are booked correctly in systems for clean downstream settlement. Provides guidance and execution in the support and booking of new strategies, and daily capture of transactional information to support downstream analytics and financial accounting processes. Supports the maintenance of appropriate governance and controls over the trade capture process.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
• Monitors and tracks performance, and addresses any issues
• Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• May assist with activities such as coordination and scheduling of work, resource forecasting, work flow and activities of the team, including assigning work, periodically reviewing output, providing input to employee performance reviews, quality control, training, team coaching and guidance, operations research and problem resolution.
• Fulfills routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities.
• Analyzes and resolve complex issues efficiently and effectively in accordance with Bank and industry standards.
• Acts as primary back-up to team members and as back-up to the manager.
• Evaluates circumstances requiring exceptions and engages senior management for resolution where required.
• Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
• Identifies business needs, designs/develops tools and training programs; may include delivery. of training to audiences.
• May acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing and implementation of projects and new/ revised products/services or processes as required.
• Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness.
• Analyzes data and information to provide insights and recommendations.
• Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve trade issues and/or escalates as required.
• Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
• Develops and maintains effective relationships with internal & external stakehol