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
BMO Capital Markets is a leading, full-service North American-domiciled financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has approximately 2,700 professionals in 33 locations around the world. The Equity Research department covers over 925 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients.
Description
We are seeking a highly motivated Database and Development Associate to join our Equity Research Production team, to deliver Global Equity Products systems/reporting/analytics/CRM support and business insights to senior executives and front-line professionals to support publication, performance management, and strategic objectives. The ideal candidate has a strong foundation in finance and/or energy, a genuine interest in capital markets, and intellectual curiosity to thrive in a fast-paced, idea-driven environment.
Candidates who are eager to leverage technology and AI to enhance research efficiency, data analysis, and insight generation will be particularly well suited to this role.
Key Responsibilities
Publishing Admin and Reporting – Weighting 50%
- Utilize technical skills to efficiently and effectively input, extract and manipulate data from client databases or other source systems to meet various publishing/reporting needs
- Develop and implement reporting for Global Equity Products
- Understand the business rationale of all requests being made
- Manage client expectations, and meet agreed upon deadlines; produce work that is timely and accurate. Strive to provide great customer service and anticipate follow-up inquiries
- Question the integrity of data; delve into data issues raised and work with Operations/Technology to fix at the source considering the implication on any other data that would be similarly impacted
- Participate in and contribute to project and team meetings, interacting and collaborating with team members and other departments, as appropriate, in order to understand project requirements
Analytical Insights and Observations – Weighting: 25%
- Learn and implement advanced analytics to help resolve priority business problems
- Utilize knowledge of CM’s businesses, products, and risk measures to provide insight and analysis in support of LOB performance and strategic objectives
- Perform detailed financial and business analysis as necessary to support Capital Markets
Process Efficiencies – Weighting: 25%
- Leverage existing reports and business metrics reported where possible to minimize unnecessary work
- Assess current practice of generating reports and introduce process efficiencies / automation in database and reporting
Experience & Skills
A combination of strong analytical, written and verbal skills, and a demonstrated interest in financial services technology and emerging technologies through relevant education or work experience is required. The successful candidate will demonstrate:
- Undergraduate degree, with 2-5 years of relevant work experience
- Proficiency in MS Excel, Salesforce, Power BI, PowerQuery, CoPilot, Python, C#
- Understanding of Capital Markets products
- Knowledge of BMO Capital Markets’ financial systems an asset
- Knowledge of BlueMatrix, Tier1 is an asset
- Understanding of data science and financial accounting concepts
- Effective self-starter with a can-do attitude who takes ownership and accountability for project deliverables with a demonstrated ability to multi-task
- Exceptional communication, analytical, presentation, interpersonal, and organization/time management skills
- Superior attention to detail and accuracy, while being able to draw out big picture conclusions from analyses and focus on the critical business issues, particularly when taking on complex and ambiguous tasks
Education & Credentials
- Bachelor’s degree required
Salary
The salary range for this role is $110,000 up to $130,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).
Role Overview
The Regional Director of Investments is a senior investment leader responsible for enabling regional growth, strengthening Investment Counsellor and client-facing business development efforts, and ensuring our team delivers high-quality investment management, fiduciary oversight, and regulatory compliance across the assigned portfolio/jurisdiction.
This role partners closely with Investment Counsellors, Market Leaders, other Regional Directors, and internal business partners to support growth objectives, deepen client relationships, improve sales effectiveness, and allow our team of professionals to deliver an exceptional client experience. The Regional Director of Investments brings technical investment expertise, strong judgment, and strategic leadership to help teams identify opportunities, prepare for prospect and client conversations, develop investment solutions, and execute business development strategies in a disciplined, compliant, and scalable way.
The role also provides guidance on regional performance, investment governance, portfolio oversight, reporting, change management, training, and strategic initiatives that support client, business, and enterprise priorities.
Key Accountabilities
Business Development & Growth Enablement
- Actively supports regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion.
- Develops and maintains strong internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction.
- Enhances the firm’s presence in the marketplace by collaborating with internal experts and external partners to create integrated business development strategies.
- Provides investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities.
- Supports the delivery of compelling investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients.
- Facilitates senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings where it is required.
- Helps identify regional sales effectiveness gaps and partners with leaders and teams to develop practical action plans that support business results.
- Provides coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions clearly and confidently.
- Supports retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent, high-quality client experience.
Investment Leadership & Technical Expertise
- Provides investment management, fiduciary expertise, and strategic leadership to Investment professionals within the assigned portfolio or jurisdiction.
- Supports portfolio construction, mandate suitability, investment policy, risk/return trade-offs, market positioning, and fiduciary considerations.
- Supports the development and implementation of investment strategies, model portfolios, and portfolio recommendations based on evaluation of risk, return, correlation, client objectives, and platform capabilities.
- Provides guidance on equity and fixed income markets, tax-related investment considerations, fiduciary obligations, and the regulatory environment.
Regional Performance, Strategy & Execution
- Monitors regional, market, team, and professional-level performance results and develops action plans to address gaps and improve outcomes.
- Acts as a trusted advisor to senior leaders in making business decisions and implementing strategic initiatives.
- Develops an expert understanding of business and market challenges, competitive dynamics, client needs, and growth barriers.
- Leverages data, reporting, and business insights to identify trends, opportunities, risks, and recommendations.
- Recommends business priorities, resource requirements, and execution roadmaps that support strategic growth, business effectiveness, and client outcomes.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Conducts independent analysis and assessment to resolve complex strategic, business, or investment-related issues.
Governance, Risk & Compliance
- Ensures business development, investment recommendations, client support, and operational activities are delivered in alignment with risk, compliance, fiduciary, legal, regulatory, and ethical requirements.
- Follows through on risk and compliance processes and policies to safeguard client assets, maintain privacy, act in clients’ best interests, and support an effectively run function.
- Acts as a key contact for internal and external stakeholder relationships, which may include regulators.
- Provides specialized support for internal and external regulatory requirements, governance meetings, oversight processes, and approval guidelines.
- Protects the Bank’s assets and supports adherence to all applicable regulatory, legal, ethical, and policy requirements.
Reporting, Analytics & Business Insights
- Defines business requirements for analytics and reporting to ensure data-driven insights inform business development, performance management, and strategic decision-making.
- Reviews and produces where needed regular and ad hoc reports, dashboards, and analysis to monitor performance, identify opportunities, and support leadership decision-making.
- Collects and analyzes performance data, mandate-level information, portfolio summaries, asset allocation targets, and other relevant business and investment information.
- Breaks down complex business problems and uses data and insights to provide practical, action-oriented recommendations.
Change Management, Training & Enablement
- Leads and supports change management initiatives, including readiness assessment, planning, stakeholder engagement, communication, execution, evaluation, and sustainment.
- Oversees the design, development, and implementation of tools, training, frameworks, and communications required to deliver business results.
- Identifies business needs and designs or delivers training programs to support investment professionals, client-facing teams, and regional leaders.
- Leads communication strategies that positively influence behaviour, drive adoption, and improve consistency of messaging across teams.
- Collaborates across BMO to align communications, tools, training, and business development support.
Stakeholder Leadership & Collaboration
- Builds effective relationships with internal and external stakeholders and ensures alignment across teams.
- Fosters strong internal and external networks and works across multiple teams to achieve business objectives.
- Influences how teams and groups work together to support client outcomes, business growth, and operational effectiveness.
- May consult to or serve on committees, task forces, governance forums, or strategic working groups.
- Acts as a senior specialist resource across the enterprise and contributes thought leadership on investment, business development, and regional growth priorities.
Operational & Program Leadership
- Leads or participates in the design, implementation, and management of core business and group processes.
- Develops and manages business programs, evaluates effectiveness, considers industry trends, and recommends enhancements.
- Leads or supports operational programs, vendor relationships, contract negotiations, and implementation of business solutions as required.
- Performs sales and service support activities as required to meet client needs, maintain service levels, and support relationship retention and growth.
- Broader work or accountabilities may be assigned as needed.
Qualifications
- CFA designation preferred.
- Relevant Investment Management Experience (RIME) preferred.
- Typically 9+ years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience.
- MBA or finance-related certification considered an asset.
- Strong understanding of fiduciary responsibilities and their application to managed investment accounts.
- Strong knowledge of equity and fixed income markets.
- Understanding of tax-related issues affecting investments.
- Knowledge of the applicable regulatory environment.
- Demonstrated success supporting business development, client acquisition, referral growth, and sales enablement initiatives.
- Proven ability to partner with Investment Counsellors and market leadership teams to drive growth, improve prospect conversion, and strengthen client retention.
- Seasoned investment professional with credibility among investment professionals, client-facing teams, and senior leaders.
- Strong commercial acumen with the ability to balance investment expertise, risk management, and growth objectives.
- Excellent verbal and written communication skills, including the ability to translate complex investment concepts into clear, client-friendly messaging.
- Strong analytical, problem-solving, influencing, and relationship management skills.
- Demonstrated coaching and leadership capability.
- Expert collaboration and cross-functional partnership skills.
- Ability to manage ambiguity and navigate complex business, investment, and organizational issues.
- Strong data-driven decision-making capability.
- This role is eligible for a discretionary variable compensation award that considers business and individual performance..
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
$120,000.00 - $215,000.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
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.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO 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.
