Associate, Strategy & Business Management
Job Overview
Job title: Associate, Strategy & Business Management
Job description: Address: 100 King Street West
Job Family Group: Business Management
Mandate
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 Associate will have responsibility for business management support, with a particular focus on financial and business analysis, sales management reporting, presentation and document preparation, and operational support. This role includes accountabilities for supporting, anticipating and managing both short and long term objectives/outcomes and maintaining a current understanding of performance objectives specific to sales and client management.
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 or Professional degree with a focus on Business, Finance, Economics is desirable
Minimum of 3-5 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 and experience using CRM systems and functionality
Familiarity with various market data software including Bloomberg, Dealogic and Factset is an asset
Highly developed 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 independently in a fast paced, dynamic environment
Proven ability in managing multiple priorities and deadlines
Excellent attention to detail and ability to learn and adapt quickly
Business Planning / Analytics / Reporting = 70%
Business Delivery / Operational Support / Ad hoc = 30%
Key Accountabilities
Business Planning / Analytics / Modelling
Supports the development and execution of strategic initiatives in collaboration with internal and external stakeholders.
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 and to provide insights and recommendations
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
Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
LOB Corporate Relationship Management Support including facilitating and enhancing corporate support of the LOB across all partnerships
Lead and/or assist in the execution of key deliverables around technology, CRM and process automation
Build strong relationships and partnerships with colleagues and individuals across I&CB and Capital Markets with whom this role collaborates
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 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 .
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.
Company: BMO Financial Group
Expected salary:
Location: Toronto, ON
Job date: Fri, 17 Dec 2021 08:11:59 GMT
Job Source: Careerjet.ca