Corporate Action Entitlement Analyst

Job Description:

  • Support operational processes for timely and accurate settlement of security, derivative, foreign exchange, and money market transactions executed globally
  • Provide pre- and post-settlement support for account opening, confirmation, cash management, margin, and collateralization
  • Support specialized operations including asset servicing, corporate actions/entitlements, correspondent banking services, and wire payment operations
  • Ensure compliance with regulatory and reporting requirements
  • Gather and format data for regular and ad-hoc reports and dashboards
  • Support change management execution and sustainment activities
  • Serve as a problem-solving resource for junior staff
  • Organize work information for accuracy and completeness
  • Execute service requests, transactions, and queries within service-level agreements
  • Follow policies and procedures and check and reconcile information and documentation
  • Analyze data and provide insights and recommendations
  • Identify and resolve issues and discrepancies, escalating as required
  • Deal directly with clients to resolve issues
  • Communicate and collaborate with internal and external stakeholders
  • Maintain stakeholder relationships and meet service delivery expectations
  • Understand regulatory requirements and operational risks
  • Collaborate on new processes, systems, and improvements
  • Support development of tools and delivery of training
  • Complete complex and diverse tasks and handle escalations
  • Apply BMO’s Risk Management Framework and make risk-informed decisions

Requirements:

  • Typically 2–3 years of relevant experience
  • Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience
  • Knowledge and experience using relevant systems and technology
  • Knowledge and understanding of business unit products, services, processes, and controls
  • Knowledge of risk and regulatory requirements
  • Prioritization skills
  • Customer service skills
  • PC skills, including MS Word, Excel, and PowerPoint
  • Specialized knowledge
  • Good verbal and written communication skills
  • Good organization skills
  • Good collaboration and team skills
  • Good analytical and problem-solving skills
  • Exposure to reconciliation processes and/or accounting principles considered an asset
  • Basic understanding of Corporate Actions, particularly income events
  • Fresh graduates and recent post-secondary graduates are welcome to apply

Benefits:

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
  • Other perks and rewards
  • In-depth training and coaching
  • Manager support
  • Network-building opportunities
  • Tools and resources to reach new milestones
  • Accommodations available on request during the selection process
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