Analyst/Associate, Global Markets

작업 내용

Address

100 King Street West

Job Family Group

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Provides a markets-based suite of sales and trading solutions to Institutional clients. Offers a full spectrum of integrated capabilities to deliver leading market insight with risk management, and execution services to investor clients, including access to major global markets across asset classes. Delivers superior equity derivative based knowledge and capabilities to both internal and external client base. Maximizes profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes.

• Operates as key member within the Equity Derivatives Team, with efforts to maximize product penetration and returns.
• Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.
• Institutes cross-selling initiatives to increase ranking with client.
• Manages a client book and is accountable for the risk, profit & loss and limits for the book.
• Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue the assigned territory.
• Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs.
• Works closely with sales, trading and research teams to provide seamless client coverage including fulfilling client requests for market updates and providing clients with specific product information.
• Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.
• Contacts customers to present available investment services and develop client prospects from among current customers, referral leads and other sources.
• Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
• Identifies and leverages key decision makers and influencers in client / internal organizations.
• Develops and/or facilitates development of client-focused solutions based on financial expertise, organizational, technical, regulatory and environmental client awareness.
• Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts.
• Verifies that all confirms on trades or sales are accurate and promptly delivered.
• Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
• Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
• Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.
• Ensures alignment between stakeholders.
• Cultivates strong relationships with the research team in order to understand their industries and stock coverage.
• Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Develops an understanding of and proficiency in using all required systems and models.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Helps colleagues with the presentation of information and prepares proposals for their review.
• Assists colleagues in the research and resolution of administrative/operational issues.
• Understands the complexity of transactions and related risk
• Executes orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy.
• Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of SEC, NASD, and other regulatory agencies.
• Operates within position and loss limits as prudent management of the Bank’s exposure.
• Balances the Bank’s risk appetite with the client needs in making recommendations/proposal.
• Manages firm’s risk and takes action to reduce exposure in developing and delivering client strategies including the development of hedging and trading strategies.
• Identify opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Provides specialized consulting, analytical and technical support.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.
  

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Thorough knowledge of capital markets, derivatives, derivative pricing, and trading/hedging strategies and familiarity with a variety of the field’s concepts, practices and procedures and various capital markets products.
• Strong understanding of broader regulatory and financial concepts.
• Canadian Securities Course (CSC) and Conduct, Practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing Course required (DFOL)
• Series 7, 63, and 55 licenses
• Strong quantitative analysis, technology and financial analysis skills.
• Strong risk management skills, fundamental analysis skills and leadership abilities.
• Verbal & written communication skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth.
• Able to manage ambiguity.
• Data driven decision making - In-depth.
  

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 https://jobs.bmo.com/ca/en.

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.