Base: $41,714.00 - $77,500.00; bonus/equity: not s...
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Fixed income securities knowledge
Sox controls adherence
Reconciliation and reporting
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BMO is seeking a Senior Analyst for its Safekeeping department in Milwaukee, WI, responsible for managing fixed income trades, processing payments, and reconciling transactions. The role requires a blend of analytical skills and customer service, with a focus on operational support and compliance within the finance industry.
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Job Summary
The Senior Analyst is responsible for supporting clearing fixed income trades, processing P&I payments, and monitoring funding activity.
This role will also work closely with the Investment Portfolio Accounting team, providing operational support and acting as a liaison for securities and cash collateral management.
Employees will be required to learn multiple roles to complete routine and non-routine transactions, address inquiries, respond to audits, and solve complex issues.
Matching Summary
Match Score: 75
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BMO is seeking a Senior Analyst for its Safekeeping department in Milwaukee, WI, responsible for managing fixed income trades, processing payments, and reconciling transactions. The role requires a blend of analytical skills and customer service, with a focus on operational support and compliance within the finance industry.
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Salary
Base: $41,714.00 - $77,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Fixed income securities knowledge
SOX controls adherence
Reconciliation and reporting
Problem-solving and investigation
Customer inquiry resolution
Nice-to-have
Process improvement identification
Business objectives translation
Change management support
Fast-paced environment adaptability
Key Requirements
Bachelor's degree or equivalent work experience
1-2 years Securities or Finance Industry experience