BMO Financial Group Business Consultant - Investment Management Technology (Hybrid Remote) in Virtual, North Carolina
Liaises with stakeholders to understand problems and opportunities and recommends solutions to enable the achievement of organizational goals. Builds exceptional relationships with BMO Asset Management Canada, Private Bank and Nesbit Burns business partners and internal stakeholders across front- and middle-office teams that employ the Charles River IMS (CRIMS) and FactSet’s Vermilion Reporting System (VRS) vendor platforms and other investment management systems. Analyzes Investment Book of Record (IBOR) 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 IBOR 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.
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 https://jobs.bmoharris.com
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.
Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank 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.