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BMO Financial Group Analyst, Performance Measurement and Client Reporting – Private Wealth in Toronto, Ontario


100 King Street West

Job Family Group:

Data Analytics & Reporting


  • Provide day-to-day support related to the performance measurement and client reporting needs of BMO Private Wealth.


  • Act as a key point of contact for support professionals and investment professionals relating to performance measurement and client reporting inquires.

  • Investigate performance measurement anomalies and other client reporting issues; and develop and recommend solutions to resolve them in an efficient, effective and compliant manner.

  • Monitor, review and analyze performance measurement exception reports, identify any performance anomalies and resolve exceptions proactively.

  • Investigate and resolve complex operational issues regarding performance measurement and client reporting independently or by working effectively with representatives from other internal departments in an efficient manner.

  • Partner with the Product Owner, Client Reporting to maintain a backlog of performance measurement and client reporting issues, providing line of sight into reporting inquiries to inform long-term sustainable solutions.

  • Participate in small to medium size projects relating to performance measurement and client reporting.

  • Provide input to performance measurement and client reporting technology requirements where required.

  • Participate in user acceptance testing.

  • Document and maintain operational procedures and processes relating to performance measurement and client reporting.

  • Be accountable for the completion of other regular and ad-hoc responsibilities as defined by the manager.


  • Post-secondary degree in a related field of study (Business/Commerce, Finance, or Economics).

  • Typically, between 3 to 5 years of experience in the financial services industry.

  • Completion or enrollment in the CFA, CIPM or CIM program is preferred. Successful completion of the Canadian Securities Course.

  • Knowledge of investment performance measurement including methodologies, systems and regulatory/industry standards.

  • Knowledge of investment management client reporting and related financial concepts, data points and metrics.

  • Knowledge of investment management systems, operations and securities transaction processing (e.g. strong understanding of the Book of Record system, flow of transactions, etc.).

  • Broad knowledge of financial products and processes.


  • Strong analytical and technical skills and attention to detail to deliver efficient and accurate results.

  • Organized, resourceful, efficient, accurate and ability to prioritize and meet deadlines.

  • Ability to work effectively both independently and part of a team.

  • Ability to identify the root cause of problems and recommend solutions.

  • Ability to effectively communicate, both written and verbally, with various internal stakeholders and client facing professionals. For the latter, advanced ability to translate technical and performance measurement concepts into client-friendly explanations.

  • Persistence and curiosity: ability to peel back many layers to identify the root cause of the performance or other reporting anomaly.

  • Understanding of databases and data analytics.

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.

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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.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.