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BMO Financial Group Analyst, I&CB Strategy & Business Management, Client Stakeholder Team in New York, New York


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 corporate initiatives for the Strategy and Business Managers in Global I&CB, Client Stakeholder Team.

The Analyst will have responsibility for day-to-day business management support, with a particular focus on financial and business analysis, sales management reporting, presentation and document preparation, and operational support.

The role requires an individual who has strong analytical capabilities, experience working with databases and client relationship management (CRM) systems, solid presentation writing skills, is well organized with good attention to detail, excels in a team environment, is an effective communicator and shows a willingness to acquire new skills and industry knowledge. The candidate must possess the highest level of integrity and be very adept in managing matters and information that are both highly sensitive and confidential.

Knowledge and Skills

•Undergraduate degree with a focus on Business, Finance, Economics

•1-3 years of relevant business support or business analysis experience, preferably in Capital Markets or Financial Services

•Strong analytical and mathematical capabilities

•High proficiency in MS Office products (excel, word, PowerPoint)

•Familiarity with CRM systems, functionality

•Familiarity with various market data software including Bloomberg, Dealogic and Factset is an asset

•Strong written and oral communication skills

•Strong interpersonal skills working in a team environment collaboratively with colleagues at all levels within the organization

•Ability to work in a fast paced, dynamic environment and comfortable managing multiple priorities and deadlines

•Excellent attention to detail and ability to learn and adapt quickly

Key Accountabilities

• Business Planning / Analytics / Reporting = 70%

• Business Delivery / Operational Support / Ad hoc = 30%

Business Planning / Analytics / Modelling

• Research and analyze financial and operating information relating to the line of business, its business partners and corporate 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

• 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

• LOB Corporate Relationship Management Support including facilitating and enhancing corporate support of the LOB across all partnerships

• Assist in the execution of key deliverables around technology, CRM and process automation

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.

We’re here to help

At BMO Harris Bank 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 Harris Bank 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 .

BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.