Senior Analyst, Capital Markets, Regulatory Capital Reporting (Contract) Senior Analyst, Capital Markets, Regulatory  …

Bank of Montreal
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Bank of Montreal
in Toronto, ON, Canada
Permanent, Full time
Be the first to apply
Senior Analyst, Capital Markets, Regulatory Capital Reporting (Contract)
Co-ordinate collection of Leverage Exposure (LE), Risk-Weighted Assets (RWA) and Capital data from various sources, mainly CC Basel Data-mart, in order to accurately report Capital Markets (CM) monthly and weekly LE/RWA results/estimates. Aid in day-to-day relationships with clients across CM Finance, CM lines of business, Technology & Solutions, and various enterprise capital oriented teams. Assist CM Finance Capital Managers in reporting RWA used in CM Balance Sheet and Capital Management Committee and other senior management requests, along with the Bank's overall reporting to OSFI (Office of the Superintendent of Financial Institutions)

Consults on analytical solutions to understand, analyze, and synthesize requirements, goals and objectives relative to data and business intelligence needs and to enable high-quality, fact-based business decisions to drive better business outcomes. Provides advice on the configuration, functionality, applicability, and usability of data management, data analytics, and data visualization technology solutions. Supports the development of the strategy and roadmap for data quality and data analytics, data modeling, reporting, business intelligence, and the design and development of sophisticated decision support tools.
Responsible to efficiently and accurately process, plus continuously enhance, the reporting and data management requirements for large scale and complex Capital Markets (CM) Basel regulatory capital and internal bank capital reporting databases.
Identify streamlining opportunities for the CM LE/RWA Trend Report process and its significant number of underlying procedures. Assist modifying required updates to database queries and associated governance controls.
Drive the production of LE/RWA data directly and indirectly presented at Capital Management Committee meetings, both at the Capital Markets and enterprise levels.
Assist in the timely and accurate analysis of the monthly and weekly Trend reports with respect to business rationale, counterparty reviews and trend analysis.

Coordinate analysis of RWA results as requested, including investigation and resolution of issues; provide supporting analysis in the context of specific business problems, particularly where there is need for clarity, to ensure prudent treatment is consistent with regulatory standards.
Actively support User Acceptance Testing (UAT) procedures related to changes to CC Basel data and related reporting needs/ system changes
Builds effective relationships with internal/external stakeholders.
Leads/participates in the design, implementation and management of new analytics & reporting solutions.
Designs, develops, and implements innovative analytical solutions.
Designs and produces regular and ad-hoc reports, and dashboards.
Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
Structures and assembles data into multi-dimensions with various granularities (e.g., demographics, customers, products, transactions).
Monitors and tracks tool performance, user acceptance testing, and addresses any issues.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
Designs, develops, and implements innovative analytical solutions.
Designs and produces regular and ad-hoc reports, and dashboards.
Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.
Analyzes data and information to provide subject-matter insights and recommendations.
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
Documents and maintain operational procedures and processes relating to analytical and reporting processes.
Builds effective relationships with internal/external stakeholders.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed
Report to the Director, CM Capital, all positions, exposures or other factors that may expose the Bank to unusual, unexpected or otherwise not fully identified or quantified risks associated with CM capital reporting.
Assist in explaining, seeking feedback, and providing diagnostics and analytical supports to allow various Bank departments (e.g. Global Markets (GM) and Investment & Corporate Banking (I&CB) Finance, Operational Risk Group, Business Operation GM, etc.) to understand LE/RWA and variances from month over month.


  • 2 to 4 years of related work experience, preferably in a financial institution with data management and reporting focus;
  • Superior analytic, database, and troubleshooting skill
  • S uperior proficiency in Microsoft Office, including MS Access
  • Understanding of CM products and markets, as well as the valuation and risk management methodologies associated with these from a risk and capital reporting perspective is an asset
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Knowledge and experience in data preparation, data analysis, and statistical tool sets including but not limited to Spotfire, Tableau, SQL, SAS, R, Python, MAtlab, SPSS - Very good.
  • Technical proficiency gained through education and/or 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.

We're here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do - helping people is in our DNA. For 200 years we have thought about the future-the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.

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.

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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.