08/30/2026

Address:

VIRTUAL13 - HomeRes - IL

Job Family Group:

Technology

BMO Global Asset Management Technology team is seeking a Senior Business Consultant to join the Charles River Investment Management Solution (CRIMS) Center of Excellence (COE). In this role, you will support and enhance Charles River–driven workflows across Portfolio Management, Trading, Compliance, Data Management and Operations. You will partner closely with Portfolio Managers, Traders, Compliance Officers, Operations, Technology and vendor teams to deliver CRIMS enhancements, system integrations, portfolio optimization workflows, and automation solutions that enable scalable and resilient front‑to‑back investment processes.

The role closely liaises with business stakeholders to understand problems and opportunities and recommends solutions to enable the achievement of functional and organizational goals.  Builds exceptional relationships with BMO Global Asset Management (GAM), Private Bank and Nesbit Burns business partners and internal stakeholders across respective front- and middle-office teams that employ the Charles River IMS (CRIMS) vendor platform and Bloomberg DL, and other trading/ portfolio management/ market data systems. Analyzes investment management & trading functional processes and data flows that primarily rely on Securities Master File (SMF) data and Investment Book of Record (IBOR) data, and creates documents and plans in service of informing, advising, or updating stakeholders. Ensures the requirements map to a real business need, are approved by all relevant stakeholders, and meet essential quality standards. Work on continuous improvements and enhancements of CRIMS user experience, including data extracts, external data feeds, custom reports and application-related workflows and custom configurations.

Key Responsibilities

CRIMS Delivery & Support

•         Design, configure, and deliver CRIMS enhancements, including configuration, integrations, unit testing, deployment, and ongoing production support (when required).

•         Configure Manager Workbench / Central Workbench layouts, Blotters, Workflow Rules, and Result sets.

•         Ensure Start‑of‑Day (SOD) readiness and maintain ongoing platform stability.

API & Integration Development

•         Develop and support solutions using the Charles River API Framework, including:

o    Frontend APIs: UI workflows, triggers, and CRIMS interaction points

o    Backend APIs: data retrieval, order submissions, reference data, and trading workflows

•         Troubleshoot integration issues and support end‑to‑end data and trading flows.

Analysis & Documentation

•         Translate business and technical requirements into clear functional and technical specifications.

•         Produce user stories, workflow diagrams, interface designs, and integration documentation.

•         Collaborate across teams to support prioritization, delivery, and continuous improvement.

Other Responsibilities

• Performs analysis of business activities to determine business requirements.  Converts business functional workflow and data requirements into functional specifications.  Works closely with the GAM Technology Account Manager, application development manager, project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
• Using currently documented workflows and control points, work with traders, portfolio managers, investment operations and compliance, business applications support and data management, and Charles River Development (CRD) professional services and vendor support teams to build and configure new workflows that meet the needs of the business as well as eliminate or minimize existing pain points while still maintaining necessary control points. Document new workflows.
• Work with CRIMS L1 business application support (BAS team), development and QA teams to ensure existing application integrations are working as designed, including ensuing all SOD/SMF/IBOR/Benchmark data elements are being enriched, loaded and displayed timely and accurately.
• Occasionally, provides the L2 application and production support only as needed to the departments and systems that they support, acting as CRIMS SME in consulting capacity.
• Manages complexity across business value, technology, and interaction models.
• Possesses a deep understanding and problem-solving ability of various complexities.
• Develops innovative approaches to create solutions to resolve problems and significant issues.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Identifies emerging issues and trends to inform timely decision-making.
• Enables groups to successfully accept changes by informing stakeholders of their implications; recommends actions as appropriate.
• Works with project stakeholders to validate their requirements and analysis models via techniques such as reviews and walkthroughs.
• Ensures system specifications meet expectations/requirements and negotiates solutions.
• Creates documentation to ensure the supportability of analyses.
• Maintains existing requirements to ensure that current-state needs are known.
• Identifies, analyzes, and interprets trends or patterns in complex data sets.
• Remains alert to new techniques for data analytics, custom reporting and data visualization tools, and devises new ways of applying them.
• Recommends approaches to streamline and integrate technological processes in the organization to improve overall efficiency.
• Facilitates discussions and follows a structured approach to plan, elicit, analyze, document, communicate and manage requirements with stakeholders.
• Identifies opportunities to strengthen business analysis capability, such as sharing expertise to promote technical development, mentoring employees, building communities of practice and networks across BMO.
• Stays abreast of industry technical and business trends through participation in professional associations, practice communities and individual learning.
• 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.

Qualifications & Experience:

• At least 15 years of relevant experience in financial services / investment management / wealth management and/or capital markets technology field, and at least Bachelor’s degree, or preferably, MBA/MS degree in computer science, software engineering, information systems, finance, mathematics, data analytics or business administration.
• The applicant should have in-depth knowledge of various global investment asset classes, publicly listed securities and market data attributes, investment performance and risk data attributes and portfolio management concepts, trade and portfolio accounting attributes and the overall trade life cycles across major asset classes, investment instruments and products.  Hands-on experience with investment management vendor systems, such as: Charles River IMS, Blackrock Aladdin, Bloomberg DL, Bloomberg per Security, Bloomberg PORT, RIMES, Refinitiv, FactSet, Markit EDM, State Street’s DataGX and Alpha Data Platform (ADP), Axioma and BARRA portfolio risk analytics systems, etc.
• Experience implementing Charles River Investment Management System (CRIMS) –either internally-hosted or via vendor-hosted SaaS platform implementations and subsequent CRIMS software (and hardware) upgrades (or upgrades of similar trade order management / investment management vendor platforms).
• Broad background in trading, including but not limited to execution management systems, trade order management and pre-trade investment compliance systems and processes, and portfolio accounting and investment performance reporting, etc.
• Knowledge of the mutual fund and exchange-traded fund (ETF) products and associated product attributes, workflows and dataflows, including 3rd party mutual fund and ETF data aggregators and distribution channels.
• Knowledge of structured products and various OTC/CCP and ETD derivative instruments

Expert level of knowledge of Charles River Investment Management Solution, including a thorough understanding of the following:

• User Privileges/Entitlement (function-based)
• Account Maintenance & Set Up
• Manager Workbench configuration
• Model Creation & Maintenance
• Cash Management & Forecasting (Cash Ladder)
• Portfolio Rebalancing & Benchmarking (at constituent level)
• Trade Order Modeling, Creation & Execution
• Investment Compliance (Pre- / Post-Trade) Rules
• Market/Reference Data and Security Master (Bloomberg DL)
• Investment Book of Record (IBOR) module, including corporate actions
• Charles River Anywhere (CRA) / Charles River Everywhere (CRE)
• Designing SSRS Custom Reports
• FIX Protocols
• Kettle Jobs
• Batch automation, monitoring and exception handling

• Strong skills in process diagramming, workflow mapping, and solution design.
• Ability to collaborate effectively with business users, vendor and technology partners.
• Knowledge of SDLC practice, concepts/methodologies (i.e. Waterfall, Agile, Scrum/Iterative), and technology obtained through formal training and work experience. Can effectively apply the SDLC ‘Feasibility’, ‘Requirements’, and ‘Analysis’ phases.
• Experience using Jira and Confluence, or any other agile software packages
• Knowledge of one or more requirements analysis and problem decomposition techniques.
• Knowledge of Relational Databases. Moderate hands-on experience with SQL queries.
• Experience with latest cloud-based data-lake technology solutions (e.g., Snowflake, etc.)
• Possesses analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Specific skills/other requirements: utilizing MS Office Suite, including MS Visio for process, system and data flow modelling; collecting, querying and analyzing complex financial data structures and data warehouses using advanced MS Excel, MS SQL, MS PowerBI or related data query / analytics / data visualization tools and languages.
• Demonstrates in-depth verbal & written communication and documentation skills.
• Collaboration & team building skills - In-depth.
• Analytical and problem-solving skills - In-depth.
• Data driven decision making skills - In-depth.

Salary:

$112,200.00 - $209,000.00

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.