Liaises with business stakeholders to understand problems and opportunities and recommends solutions to enable the achievement of functional and organizational goals. Builds exceptional relationships with BMO Asset Management business partners and internal stakeholders across front- and middle-office teams that employ Charles River IMS (CRIMS), Bloomberg DL and FactSet’s Vermilion Reporting System (VRS) vendor platforms, Snowflake-based Operational Datastore (ODS) and other trading/ investment management/ market data and portfolio reporting systems. Analyzes investment management functional process and data flows that primarily rely on Securities Master File (SMF) data, Investment Book of Record (IBOR), Accounting Book of Record (ABOR) and Performance Book of Record (PBOR) data, and creates plans, functional requirements documents and data specifications 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. Work on continuous improvements and enhancements of CRIMS and VRS (and other IM applications) user experience, including data extracts, external data feeds, custom reports and application-related workflows & configurations.

• Performs analysis of business activities to determine business requirements. Converts business functional workflow and data requirements into functional specifications. Works closely with the IM technology 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, business applications support and data management, and Charles River Development (CRD) and FactSet/Vermilion 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 business application support (BAS), development and QA teams to ensure existing application integrations are working as designed, including ensuing all SMF/IBOR/PBOR data elements are being loaded and displayed properly.
• Occasionally, provides the L2 application and production support as needed to the departments and systems that they support, acting as SME in consulting capacity.
• 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.

Qualifications:

• At least 10 years of relevant experience in financial services / investment management / wealth management and/or capital markets technology field, and Bachelor’s 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 and portfolio accounting attributes and the overall trade processing and portfolio accounting life cycles across major asset classes, investment instruments and products. Hands-on experience with investment management vendor systems, such as: Charles River IMS, Blackrock Aladdin, Virtu Triton OMS/Compliance, Bloomberg DL, Refinitiv, SimCorp Dimension, Vermilion, FactSet, Markit EDM, Eagle PACE/STAR, State Street’s DataGX and Alpha Data Platform (ADP), SS&C PORTIA Perform; Axioma, BARRA, Bloomberg PORT and Wilshire portfolio risk systems, etc.
• Experience implementing Charles River Investment Management System (CRIMS) –either internally-hosted or via vendor-hosted SaaS platform implementations and subsequent CRIMS software (and hardware) upgrades (or similar trade order / investment management and portfolio accounting and reporting vendor systems).
• Broad background in trading, including but not limited to execution management systems, trade order management and pre-trade investment compliance systems and processes, and portfolio accounting and investment performance reporting, etc.
• Knowledge of the mutual fund and exchange-traded fund products and associated marketing and distribution channels, workflows and dataflows, including 3rd party mutual fund and ETF data aggregators.
• Expert level of knowledge of Charles River Investment Management Solution, including a thorough understanding of the following:
  • User Privileges/Entitlement
  • Account Maintenance & Set Up
  • Manager Workbench
  • Model Creation & Maintenance
  • Cash Management & Forecasting (Cash Ladder)
  • Portfolio Rebalancing & Benchmarking
  • Trade Order Modeling, Creation & Execution
  • Investment Compliance (Pre- / Post-Trade)
  • Market/Reference Data and Security Master
  • Charles River Anywhere (CRA)
• Knowledge of software development practice, concepts/methodologies (i.e. Waterfall, Agile, Scrum/Iterative), and technology obtained through formal training and/or work experience.
• Experience using Jira and Confluence, or any other agile software packages
• Knowledge of one or more requirements analysis and problem decomposition techniques.
• Knowledge of Relational Databases. Moderate hands-on experience with SQL queries.
• Possible experience with latest cloud-based data-lake technology solutions (e.g., Snowflake, etc.)
• 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.

To find out more visit us at https://jobs.bmo.com/ca/en

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.