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Added 10 mins ago
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Project Manager, Buildings & Facilities (Contract)
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- Full-time
Join us in shaping the future of capital project delivery.
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Freelance Account Director / Senior Account Manager
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Mortgage Specialist
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Mortgage Specialist
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Senior Manager, Strategic Learning
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…building capabilities and experiences across Capital Markets. As a Senior Manager of Strategic Learning, you will partner closely with business leaders, HR, Communications and other key…
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Mortgage Specialist
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Manager, DevSecOps
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Victoria, BC · CA Victoria
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BMO

Senior Analyst, Investment Platforms

Toronto, ON, Canada
FCP, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

Application Deadline:

11/20/2026

Address:

100 King Street West

Job Family Group:

Strategy & Change

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc.

Facilitate daily operation of order management system (OMS)
Review data quality in OMS
Troubleshoot trade entry issues from traders
Escalate issues to OMS vendor for resolution as needed
Broker setup and configuration in the OMS
Coordinate with Client Services group on account provisioning
Coordinate data updates with Portfolio Accounting group
Coordinate pre-trade issue resolution with Compliance team
Partner with Technology teams on internal OMS issues
Maintain and add to existing workflow documentation
Collaborates in the design, implementation and management of core business/group processes.
Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements.
Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency.
Maintains current process documentation to ensure available for stakeholders as required.
Supports management of processes using established methodologies and tools/system/technology.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience.
Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders.
Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning.
Resolves issues regarding processes that are raised from all sources/stakeholders.
Learn new trading related programs (EMS, TCA, automation), as needed by the Business
Contribute to projects related to OMS and trading workflows
Cross-training with other Business Application Support resources
Participate in new business meetings, pertaining to trading system capability
Continuous improvement of workflows
Identify areas for Technology automation
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.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Experience in a Trading Desk Support position
Experience with Charles River IMS
Experience with Bloomberg Terminal, Bloomberg PORT and Bloomberg Per Security systems
Conceptual understanding of OMS, EMS and Investment Book of Record
Experience working with market pricing systems, corporate actions and trade operations
Possesses a deep understanding of and problem solving ability for issues within the business/group.
Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.
Knowledge of business/group processes, procedures and controls - In-depth.
Understanding of risk, regulatory and compliance requirements - In-depth.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Salary:

$70,000.00 - $150,000.00

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.

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More about this job

Responsibilities

The Senior Analyst manages and optimizes investment platform processes, including the daily operation of the Order Management System (OMS). They collaborate with technology, compliance, and portfolio accounting teams to troubleshoot issues, ensure data quality, and implement workflow improvements.

Requirements

Candidates must have extensive experience in trading desk support and proficiency with systems like Charles River IMS and Bloomberg. Strong analytical, problem-solving, and communication skills are required to manage complex business processes and regulatory requirements.

Skills

Trading desk support
Charles River IMS
Bloomberg Terminal
Bloomberg PORT
Order management system
Execution management system
Trade operations
Business analysis
Project delivery
Data quality management
Workflow documentation
Risk management
Regulatory compliance
Analytical skills
Problem solving
Communication skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment Platforms
Trading Desk Support
Charles River IMS
Bloomberg Terminal
Bloomberg PORT
OMS
EMS
TCA
Investment Book of Record
Market pricing systems
Corporate actions
Trade operations
Business analysis
Project lifecycle
Risk management
Regulatory compliance
Workflow automation
Data driven decision making
Process design
Stakeholder management
Financial services
Portfolio accounting
Compliance
Technology integration
Process improvement

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