Job Family Group:
Liaises with stakeholders to understand problems and opportunities and recommends solutions to enable the achievement of organizational goals. Builds exceptional relationships with GAM Canada, Private Bank and Nesbit Burns business partners and internal stakeholders that employ the Charles River IMS (CRIMS) and Vermilion Reporting System (VRS) vendor platforms and other investment management systems. Analyzes data and creates documents and plans in service of informing, advising, or updating stakeholders. Ensures the requirements map to a real business need, are approved by all relevant stakeholders, and meet essential quality standards.
Performs analysis of business activities to determine business requirements. Converts business requirements into functional specifications. Works closely with the account manager, application development manager, project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
Using currently documented workflows and control points, work with traders, portfolio managers, investment operations and compliance, product and client management teams, and the Charles River Development (CRD) and Vermilion (FactSet) professional services and vendor support teams to build and configure new workflows that meet the needs of the business as well as eliminate or minimize existing pain points while still maintaining necessary control points. Document new workflows.
Work with CRIMS and VRS application support, development and QA teams to ensure existing application integrations are working as designed, including ensuing all data elements are being loaded and displayed properly.
Provides application and production support as needed to the departments and systems that they support.
Manages complexity across business value, technology, and interaction models.
Possesses a deep understanding and problem-solving ability of various complexities.
Develops innovative approaches to create solutions to resolve problems and significant issues.
Recommends and implements solutions based on analysis of issues and implications for the business.
Identifies emerging issues and trends to inform decision-making.
Contributes to the development of the seed funding request by ensuring project scope and benefits are clearly articulated and risks are identified.
Enables groups to successfully accept changes by informing stakeholders of their implications; recommends actions as appropriate.
Works with project stakeholders to validate their requirements and analysis models via techniques such as reviews and walkthroughs.
Ensures system specifications meet expectations/requirements and negotiates solutions.
Creates documentation to ensure the supportability of analyses.
Maintains existing requirements to ensure that current-state needs are known.
Develops and implements data collection systems and other strategies that optimize statistical efficiency and data quality.
Identifies, analyzes, and interprets trends or patterns in complex data sets.
Remains alert to new techniques for data analytics, custom reporting and data visualization tools, and devises new ways of applying them.
Recommends approaches to streamline and integrate technological processes in the organization to improve overall efficiency.
Facilitates discussions and follows a structured approach to plan, elicit, analyze, document, communicate and manage requirements with stakeholders.
Identifies opportunities to strengthen business analysis capability, such as: sharing expertise to promote technical development, mentoring employees, building communities of practice and networks across BMO.
Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
At least 7 years of relevant experience in financial services / investment management technology field and post-secondary degree in computer science, software engineering, information systems, finance, mathematics, data analytics or business administration.
The applicant should have in-depth knowledge of various global investment asset classes, publicly listed securities and market data attributes, investment performance and risk data attributes and portfolio management concepts, trade attributes and the overall trade life cycle across major asset classes and investment instruments. Hands-on experience of investment management 3rd party vendor systems like Charles River IMS, Bloomberg, Vermilion, FactSet, Markit EDM, Eagle PACE, etc.
Experience implementing Charles River Investment Management System (CRIMS) –either internally-hosted or via vendor-hosted SaaS platform implementations and subsequent CRIMS software upgrades.
Broad background in trading, including but not limited to trading systems, execution management systems, trade order management and pre-trade investment compliance systems, etc.
Expert level of knowledge of Charles River Investment Management Solutions, including a thorough understanding of the following:
Account Maintenance & Set Up
Model Creation & Maintenance
Cash Management & Forecasting
Portfolio Rebalancing & Benchmarking
Trade Order Creation & Execution
Pre-trade Investment Compliance
Market Data and Security Master
Knowledge of software development practice, concepts/methodologies (i.e. Waterfall, Agile, Scrum/Iterative), and technology obtained through formal training and/or work experience.
Knowledge of one or more requirements analysis and problem decomposition techniques.
Knowledge of Relational Databases. Moderate hands-on experience with SQL queries.
Possesses analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Specific skills/other requirements: utilizing MS Office Suite, including MS Visio for process, system and data flow modelling; collecting, querying and analyzing complex financial data structures and data warehouses using advanced MS Excel, MS SQL, MS PowerBI or related data query / analytics / data visualization tools and languages.
Demonstrates applied knowledge of one or more analysis and problem decomposition technique.
Understands complete Software Development Life Cycle and can apply the applicable portions of the ‘Feasibility’, ‘Requirements’, and ‘Analysis’ phases.
Demonstrates writing and documentation skills.
Understands and can explain to others the core processes involved in their area of support.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills – In-depth.
Collaboration & team skills – In-depth.
Analytical and problem-solving skills – In-depth.
Influence skills – In-depth.
Data driven decision making – In-depth.
We’re here to help
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.
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.