Associate Director Business Initiatives And Data Analytics

BMO Financial Group

Toronto, Ontario, Canada
Base: $69,000 - $129,000; bonus/equity: performanc...
Advanced microsoft excel proficiency
Executive-level presentation skills
Commercial lending portfolio analysis
The role is responsible for delivering high-quality analytical insights on the Commercial Lending portfolio within Private Wealth to support senior leadership

Job Summary

  • The role is responsible for delivering high-quality analytical insights on the Commercial Lending portfolio within Private Wealth to support senior leadership.
  • Candidates must possess exceptional communication skills to translate complex technical analysis into concise decision-oriented narratives for non-technical stakeholders.
  • The position offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role is responsible for delivering high-quality analytical insights on the Commercial Lending portfolio within Private Wealth to support senior leadership.

Salary

Base: $69,000 - $129,000; Bonus/Equity: Performance-based incentives and discretionary bonuses possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Advanced Microsoft Excel proficiency
  • Executive-level presentation skills
  • Commercial lending portfolio analysis
  • Data reconciliation and validation
  • Project management for business initiatives

Nice-to-have

  • Power BI data visualization experience
  • SQL, SAS, or AQT querying capabilities
  • BMO systems knowledge (APMS, LTS)
  • Private Wealth sector background
  • Regulated financial environment exposure

Key Requirements

  • University degree in Business, Finance, Economics, or related field
  • 5–8 years of relevant experience in analytics or commercial lending
  • Experience within Private Wealth or regulated financial environment preferred

Work Rights

Not specified

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