Junior Analyst, Distribution Strategy

Posted:
10/4/2024, 6:37:32 AM

Location(s):
Toronto, Ontario, Canada ⋅ Ontario, Canada

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Business & Strategy

Application Deadline:

11/01/2024

Address:

100 King Street West

Job Family Group:

Customer Solutions

As a Junior Analyst on the Distribution Strategy team, you will support the development and execution of strategic initiatives aimed at optimizing the distribution of BMO mutual funds, ETFs, and other investment products. Reporting to the Head of Distribution Strategy, you will work closely with senior management, business line leaders and a diverse set of stakeholders to deliver advice that solves business problems through research, analysis, and compelling strategic recommendations.

Key Responsibilities:

  • Assist in the analysis of distribution channels, sales trends, and market opportunities to inform strategic decision-making.
  • Support in the creation of reports, dashboards, and presentations to analyze and track distribution performance metrics.
  • Assist with the preparation of materials for internal and external stakeholders, including senior management presentations.
  • Help manage and maintain distribution data, ensuring accuracy and completeness.
  • Conduct research on competitors, market conditions, and client needs to support continued business strategy development and identify opportunities for new products and growth.
  • Successful candidates will play a key role in leading strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Bank’s strategic planning process forward.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Bachelor’s degree in business, finance, or a related field.
  • 0-2 years of experience in asset management, financial services, or a related field.
  • Excellent analytical skills with the ability to interpret data and draw conclusions.
  • Strong communication and interpersonal skills to collaborate with team members and external stakeholders.
  • Thinks creatively and proposes new ideas on how to help the overall distribution team.
  • Proficient in Microsoft Office suite, particularly Excel and PowerPoint.
  • Detail-oriented and organized individual.
  • Ability to work independently and takes initiative to address challenges and provide solutions.
  • Flexibility to adapt to changing priorities and multi-task in a dynamic environment.

Salary:

$62,300.00 - $115,500.00

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

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.

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.