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Daiwa Capital Markets America Holdings Inc. Part Time jobs - 49 jobs

  • Executive Assistant, BMO Capital Markets

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: Address: 151 W 42nd Street Job Family Group: Business Management Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. * Provides subject matter expertise and advice related to assigned strategic initiatives and act as relationship management for assigned initiatives. * Builds effective relationships with internal/external stakeholders. * Breaks down strategic problems, and analyses data and information to provide insights and recommendations. * Gathers and formats data into regular and ad-hoc reports, and dashboards. * Leads the planning, coordinating and implementing department events. * Provides senior level administrative and operational support within a large, diverse team including one or more senior executives. * Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. * Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. * Provides input into the planning and implementation of administrative programs. * Coordinates and monitors budgets and reporting on results vs. budget. * Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. * Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. * Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. * Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). * Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. * Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements * Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. * Makes travel arrangements, booking flight/hotel reservations as needed. * Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. * Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. * Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. * Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). * Collaborates with internal and external stakeholders in order to deliver on business objectives. * Organizes work information to ensure accuracy and completeness. * Focus may be on a business/group. * Thinks creatively and proposes new solutions. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works mostly independently. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study. * Specialized knowledge from 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. Salary: $80,000 - $85,000 Salary: $49,500.00 - $91,300.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $80k-85k yearly Auto-Apply 3d ago
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  • Business Analyst, Summer 2026 (Internship) - 10 Weeks

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 01/25/2026 Address: 151 W 42nd Street Job Family Group: Technology As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO Social Squad student-led activities, BMO Academy corporate learning platform, and access to various Employee Resource Groups to further develop your network within BMO. Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent. Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at ***************************************************** To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information. Investigates and identifies strategies to optimize business operations and services, and inform business decisions. Defines business requirements to inform technology build and operations by sourcing and analyzing relevant data, reviewing and documenting business processes and collaborating with business stakeholders. Sources business and market data to evaluate the effect of projects on business results. Also assesses the efficiency and the performance of technology (software, hardware and the wider IT system) to deliver expected business results. Identifies and analyzes malfunctions, system workflow, and troubleshoots issues raised by business. * Elicits requirements and analyzes feasibility to ensure solutions/initiatives achieve the expected business outcomes. * Supports various project teams across the project lifecycle to ensure development is aligned with the business requirements. * Develops informative, coherent, and usable project documents (project artifacts) for multiple stakeholders covering functional and non-functional business requirements. * Applies depth of domain & functional expertise for the assigned portfolio to drive the expected business value. * Breaks down strategic problems, and analyses data and information to provide insights and recommendations. * Builds tests cases in order to validate business requirements and End-User Testing results. * Focus may be on a business/group. * Thinks creatively and proposes new solutions. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works mostly independently. * Broader work or accountabilities may be assigned as needed. Qualifications: Foundational level of proficiency: * Agile Delivery and Development. * Data analysis. * Learning Agility. * Process improvement and optimization. * Organization process optimization. * Business architecture frameworks. * Stakeholder Analysis and Management. * Digital Fluency. * Systems Thinking. * Business requirements definition and analysis. * Insights development and reporting. * Application functional design. * Functional Analysis. * Verbal & written communication skills. * Collaboration & team skills. * Analytical and problem solving skills. * Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. * Specialized knowledge from education and/or business experience. Salary: $49,500.00 - $91,300.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $49.5k-91.3k yearly Auto-Apply 7d ago
  • Managing Director, Corporate Banking

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service MD & Head, Corporate Banking, Global Financial Institutions Group ("GFIG") - Portfolio Management As a senior member of the GFIG team, the successful candidate will support the origination and structuring of corporate lending transactions, coordinating with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business, facilitating credit approvals in support of transaction banking products and training and coaching junior bankers. GFIG is divided into 5 industry groups spanning, Asset & Wealth Managers, Insurance, Specialty Finance, Market Structure and Banks. The candidate will oversee a team of junior and senior bankers in the Portfolio Management team, that will support and work alongside each of the industry groups. The candidate will also provide ongoing risk management support to the Group Head of Corporate Banking GFIG. Qualities we are looking for in a candidate: * Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. * Ensures alignment between values and behaviour that fosters diversity and inclusion. * Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. * Attracts, retains, and enables the career development of top talent. * Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. * Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. * Oversees credit underwritings and leads the credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders. * Completes due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations. * Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs. * Provides outstanding deal structuring, business development, and other expertise and negotiates transactions with clients on highly complex deals. * Identifies emerging issues and trends to inform decision-making. * Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). * Balances the Bank's risk appetite with the client needs in making recommendations/ proposal. * Makes decisions based on a strong understanding of risks; effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed. * Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. * Works with specialists as needed to support successful deal completion. * Acts in a leadership role to drive improved efficiency and effectiveness. * Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks. * Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. * Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. * Broader work or accountabilities may be assigned as needed. Qualifications: * Minimum of 10 years of relevant experience in corporate banking working with investment banking on client coverage, negotiating and structuring financial transactions. This should include some time in a corporate lending environment developing business. * Undergraduate degree has focal areas of finance, economics, or accounting preferred with high academic achievement. * MBA, CFA or equivalent experience in financial services, accounting and legal fields is preferred but not required. * Relevant Financial Institutions sector experience is highly desired. * Experience with a delegated credit limit or signing authority is preferred. * Excellent knowledge of organizational lending and portfolio management policies and objectives. * Excellent knowledge of a corporate bank's financial solution products and services. * Managerial, change management and leadership experience. * Exceptional analytical skills. Technical leader viewed as a thought leader for innovation. * Verbal & written communication skills - Expert. * Analytical and problem-solving skills - Expert. * Influence skills - Expert. * Collaboration & team skills; with a focus on cross-group collaboration - Expert. Please note the base salary for this role is $300,000.00 USD Salary: 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: ******************************************** 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 ************************* 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 ************************** 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.
    $300k yearly Auto-Apply 9d ago
  • Technical Product Consultant

    BMO Financial Group 4.7company rating

    New York jobs

    Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes business development plans so that business goals are achieved or exceeded. + Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. + Support technical implementation, including system configuration, testing, and integrations. + Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). + Provide troubleshooting and post-implementation support.Collaborate with Product, Tech, and Operations teams. + Participates on client calls as required. + Addresses customer services issues according to established guidelines, escalating as required. + Develops solutions for customer issues, engaging multiple stakeholders as required. + Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. + Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. + Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. + Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. + Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. + Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. + Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. + Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + 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. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 5+ years in Trade Finance or Supply Chain Solutions Products. + Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Data Analysis Reporting + Document Management + Microsoft Office + Project Management + Problem-Solving + Detail-Oriented + People Management + Stakeholder Management + Strategic Thinking **Salary:** $88,800.00 - $165,600.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $88.8k-165.6k yearly 5d ago
  • C++ Quant Developer

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 03/30/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets BMO Global Markets is transforming its Fixed Income electronic and quantitative trading platform. We are looking for builders who are passionate about high performance technology and are comfortable working in small, focused teams on high visibility projects. You will work on complex engineering problems in a close relationship with traders and quants. Your responsibilities will span a variety of applications including automated quoting, execution and risk management. You will also contribute to the foundational frameworks and the quant library. Qualifications: * 2+ years of experience developing high-performance software in C++ * Experience working on trading systems * Experience working with Linux * A degree in a technical or quantitative field Nice to haves: * Knowledge of Rates pricing and risk * Experience building or working with quant libraries * Understanding of network fundamentals and transactional technologies * Python Salary: Please note the base salary for this role at VP level is $260,000 USD. Salary: 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: ******************************************** 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 ************************* 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 ************************** 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.
    $260k yearly Auto-Apply 4d ago
  • Credit Underwriter - Law Firms and Professional Services

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 02/27/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). * Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. * Prepares new business proposals or presentations to clients/prospects. * Participates in activities for client meetings and account opening documentation. * Assists with the development of client communications as required. * Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. * Ensures timely resolution of all client questions and concerns, both internal and external. * Performs client sales & service support activities as required to meet client needs and maintain overall service standards. * Determines client needs and ensures timely and accurate completion of transaction processing. * Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. * Reviews and provides feedback and best practices about client solutions and credit structure. * Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. * Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. * Collaborates with internal and external stakeholders in order to deliver on business objectives. * Completes comprehensive analysis for risk, financial and profitability rating and assessments. * Breaks down strategic problems, and analyses data and information to provide insights and recommendations. * Monitors and tracks performance, and addresses any issues. * Designs and produces regular and ad-hoc reports, and dashboards. * Implements and monitors procedural and policy changes as required. * Manages operational audits and controls for banking and account administration. * Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities. * Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation. * Provides input into the planning and implementation of operational programs. * Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines. * May specialize as either a funding specialist or a credit underwriting specialist. * As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security/legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution/perfection of all documents prior to funding/releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks. * As a credit underwriter, focuses on underwriting and making recommendations loan applications; interacting directly with Clients, Prospects, Bankers and Risk Management to provide expertise regarding the adjudication of applications. * Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. * Identifies and escalates irregularities and discrepancies to management as per guidelines. * Participates in assigned audits and compliance reviews. * Ensures proper adherence to the code of conduct and ethical guidelines. * Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. * Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. * 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. Qualifications: * 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. * Commercial Loan and Underwriting experience in a financial services environment. * In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. * In-depth understanding of loan and security documentation, including registration and renewal routine. * If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. * 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. Salary: $57,500.00 - $106,500.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $57.5k-106.5k yearly Auto-Apply 45d ago
  • Associate, FIG Investment Banking - New York

    BMO Financial Group 4.7company rating

    New York, NY jobs

    BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Financial Institutions Group (FIG) team is recruiting for an Associate to join the Team in New York. Prior FIG Investment Banking experience is preferred. The Associate provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. + Participates in deal teams to develop, present, and win mandates for new opportunities. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new client sales. + Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. + Reviews and continually monitors performance of existing accounts and client relationships. + Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations). + Identifies opportunities to diversify client portfolios. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical findings to deal teams. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds effective relationships with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. + Generates updated financial models / analyses as dictated by business needs and industry requirements. + Analyzes/ assesses industry compilations. + Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. + Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). + Provides feedback on, and supports continuous improvement opportunities. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts. + Delivers financial modeling to support strategic recommendations to clients. + Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. + 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. **Qualifications:** + 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. + FIG Investment Banking experience is preferred + An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement + 3+ years of investment banking or valuation experience at a financial analyst level. + Knowledge of capital markets, investment banking products and applicable regulations. + Credit analysis experience/ understanding. + Good knowledge of the organizational portfolio management policies and objectives. + Demonstrates solid deal/transaction execution and/or project management skills. + Exceptional skills in quantitative analytics, financial modeling and credit analysis skills. + Expertise in financial computer applications and database management tools. + 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. **Salary:** **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: ******************************************** **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 ************************** 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 ************************** 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.
    $117k-160k yearly est. 11d ago
  • Director, Treasury & Payment Solutions, Americas

    BMO Financial Group 4.7company rating

    New York, NY jobs

    **Mandate** The mandate of the Director, Treasury & Payment Solutions, Americas: + Support the execution of strategic plans to drive Treasury & Payments Solutions growth within the Americas region, focusing on Global Financial Institutions (correspondent banking) + Contribute to the development, coaching, and management of junior Treasury & Payment Solutions professionals within the Americas Region + Foster alignment within Global Transaction Banking, Corporate & Investment Banking, and Global Markets teams on the importance of Treasury & Payment Solutions including cash management, corporate cards, and liquidity management. + Act as a liaison for Capital Markets with the TPS Product and Corporate Treasury team to provide feedback, identify product opportunities, and drive innovation. **Key Responsibilities** + Assist in shaping the transformation agenda in Treasury & Payment Solutions and Corporate Banking in the Global Financial Institution sector within the Americas to enable continued business growth. + Elevate the Treasury & Payment Solutions team in market leading complex cash management and liquidity solutions to banking clients in the Americas + Strengthen relationships with client management teams and internal partners/stakeholders across BMO Financial Group in the Americas. + Contribute valuable Treasury & Payments Solutions expertise to build BMO's reputation in the Global Financial Institution sector within the Americas. **Key Accountabilities** Business delivery and operational effectiveness: + Collaborate with partners in Global Transaction and Corporate & Investment Banking, as well as Global Markets, TPS Product & Service, and Corporate Treasury to support strategy execution and deliver solutions within the Americas + Deliver market expertise in cash management and liquidity products to Financial Institutions in the Americas. **Client and relationship management:** + Delivery of exemplary client coverage, service, and loyalty including driving client advocacy for Global Financial Institutions. + Identify and lead sustained coverage activity including cross-sell activities resulting in increased share of wallet, new opportunities and increase market share. + Achieve results in a professional, ethical, and conscientious manner consistent with the risk policies and practices of the Bank. **Market leadership:** + Lead complex client executions in collaboration with bankers across multiple lines of business and professionals though support groups globally. + Identify market potential and client opportunity through detailed understanding and analysis combined with consideration of competitor + Participate in a high-performance winning culture within the Global Transaction and Corporate Banking teams by being highly engage in change and driving new ideas **Qualifications:** + 7+ years of relevant experience and post-secondary degree in a related field of study or equivalent combination of education and experience. + Experience in Treasury & Payment Solutions, Corporate and/or Investment Banking, & Global Financial Institutions negotiating and structuring cash management, corporate cards, and liquidity transactions within the Americas. + Experience across all correspondent banking products (payments, trade finance and lending) + Demonstrated ability in market leadership and client relationship management with the ability to plan, manage, and execute effectively. + Fluent written and verbal communication in Spanish is preferred Base Salary: $175,000 - $215,000 **Salary:** **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: ******************************************** **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 ************************** 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 ************************** 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.
    $175k-215k yearly 34d ago
  • Director, Exotics Rates Quant

    BMO Financial Group 4.7company rating

    New York, NY jobs

    BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Exotics Rates Quant Director is responsible for the entire spectrum of quantitative, analytical, technical, and development activities for the interest rate exotics/structured notes trading desks, with a particular focus in enhancing/developing multi-factor term structure models such as Libor Market Model or Cheyette/HJM models for callable rates exotics. The mandate involves developing and supporting our internal math finance library to price and risk manage swaptions, cap/floors, futures options, callable rates exotics and structured notes. The role also entails supporting traders, marketers and BMO CM senior management with the models, tools, analytics and information to effectively price, execute and hedge transactions and to understand, monitor and manage existing risk. Tasks include: + Developing and enhancing multi-factor term structure models such as Libor Market Model and Cheyette/HJM framework. + Improving the robustness and accuracy of the model Greeks and PnL explain + Improving the accuracy and flexibility of volatility skew/smile calibration and correlation calibration + Supporting traders, senior management, and risk managers regarding deal modeling and pricing, hedging, risk measurement and management + Profiling and investigation of new innovative models/approaches to improve model performance + Interacting with the external control groups outside of FO such as model risk and market risk, and facilitating their understanding and oversight of models The role will require the following skills and aptitudes: + Advanced post-graduate degree in a technical field (mathematics, physics, statistics, engineering, computer science, etc.) + Deep industry experience in multi-factor term structure modeling, in particular Libor Market Model + Deep industry experience in volatility skew/smile modeling, especially in the context of term structure models + Deep industry experience in interest rate options market + Familiarity with HJM framework and Cheyette model classes. + Proficiency in software development using C#/.Net or C++ Broad knowledge in quantitative finance, pricing methodologies, numerical methods, market data sources, best data sources + Knowledge of Python and Excel + Strong teamwork mentality, and the ability to connect to the team and leverage existing resources and tools to advance business goals + Strong technical writing ability and strong communication skills **Please note the base salary for this role is $275,000 USD** **.** **Salary:** **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: ******************************************** **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 ************************** 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 ************************** 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.
    $275k yearly 26d ago
  • Head, Digital Finance

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 02/07/2026 Address: 320 S Canal Street Job Family Group: Customer Solutions The Head Digital Finance will set and execute BMO's digital finance strategy, driving innovation and market leadership in digital assets, stablecoins, and tokenized deposits. Reporting directly to the SVP and Head, North American Treasury & Payment Solutions, the Head Digital Finance will have direct accountability for enterprise-wide digital finance strategy and execution. More specifically, setting BMO's strategy on digital finance, steering resources and investments across the bank, and supporting the Operating Groups and individual Lines of Business (LOBs) in developing new regulated, revenue-generation solutions that enhance BMO's market competitiveness. The Head Digital Finance will drive coordinated execution of the digital finance strategy and plan across the Lines of Businesses (LOBs), and with Technology & Operations and supporting corporate functions. Working in partnership with senior leadership, Digital Finance SMEs in each Group, and the Office of Strategic Management (OSM), the role has the opportunity to shape BMO's market reputation and deliver on BMO's digital finance ambition as it relates to the use of Stablecoins, Tokenized deposits, Digital Assets custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The role will oversee an enterprise-wide digital finance strategy aligned with BMO's overall strategic ambition. The role will be accountable to build and lead a high-performing agile team to establish BMO as a recognized leader in digital finance among its North American peers, lead the development of partnerships with emerging technology vendors and potential industry consortiums. The Head Digital Finance oversees, coordinates, and supports the execution of LOB Digital Finance initiatives and Proof of Concepts (PoCs) ensuring alignment to enterprise strategy. This includes the identification, assessment, and delivery of client and economic value, enterprise governance and controls, and coordination of execution to ensure alignment across the operating groups and supporting corporate functions. The Head Digital Finance acts as BMO's digital finance accountable executive, the voice to the market and with regulators. The role represents all BMO Digital Finance initiatives with visibility at the most senior levels of the Bank and represents BMO externally at conferences and industry forums. The role oversees the development of enterprise Digital Finance online/virtual collateral, including LOB-specific front-line and client learning and marketing materials working together with the LOBs product and learning teams, People & Culture, Marketing, Communications & Social Impact. The role ensures the effective enterprise management of financial and non-financial risks, including reputational, cyber, data and AI, with respect to the use of Stablecoin, Tokenized deposits, Digital Asset Custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The Head Digital Finance manages the enterprise Digital Finance Technology Investment Plan (TIP). Working with the OSM, T&O and the LOB leadership teams, the role is accountable for the 5-year strategic plan and associated investments / partnerships, development of any IAAP recommendations and facilitates EC / Board approval process. Accountabilities: * Seeks out and manages partnerships (e.g., emerging technologies, vendors, industry consortiums) to advance BMO's strategy & goals * Represents BMO holistically in engaging with potential partners; coordinates changes/evolution to partnerships with each business * Governs Digital Finance activities - tracks all active and proposed initiatives (e.g., key milestones & issues) for broad set of audiences * Tracks and communicates any updates from Research and LRC teams on regulatory developments and industry highlights Lead, Digital Assets, Legal Risk & Compliance (LRC) * Follows industry and key competitive developments; advises on focus areas for BMO. Publishes thought papers alongside Head * Supports PoC business cases, including IAAPs and TIP requests * Expert advisor on evolving regulations to mitigate potential risks and issues; reviews BMO activities to ensure adherence with guidelines * Steer BMO's overall strategy and investments in Digital Finance, and support Operating Groups in developing new regulated, revenue-generating solutions - E.g., Digital/tokenized assets, cross-border payments, foreign exchange settlement, digital assets custody, market-making & hedging, smart contracts * Understand emerging Digital Finance technology and its potential implications and opportunities in serving BMO clients * Research, investigate, select, and develop Digital Finance initiatives - steering vendor selection, strategic partnerships, industry consortium participation - in a coordinated, enterprise approach * Stay informed on changes to the regulatory landscape and on competitive developments related to Digital Finance * Serve as market-facing team to communicate and educate the potential benefits and drawbacks of emerging products and services * Serve as BMO-wide representative on Digital Finance topics to the Board, EC, investor community, and regulators Qualifications: * Minimum 10+ years of experience in finance, fintech, or digital asset management, with at least 5 years at the leadership level. * Proven track record of leading cross-functional teams through complex product launches in a highly regulated environment * Expertise in digital/tokenized assets (e.g., stablecoins, tokenized deposits, digital asset custody, smart contracts) or emerging business concepts and business models * Strong strategic and regulatory leadership: experience guiding cross-functional teams through digital asset product development and regulatory compliance. * Demonstrated partnering skills: track record of building and managing vendor, consortium, and industry collaborations. * Deep understanding of financial infrastructure, system architecture, and risk controls relevant to digital assets and crypto. * Excellent business case development: ability to assess ROI, author investment Please note the base salary for this role with be approximately USD $200,000.00 this role is also posted accordingly on our Canadian site for interested parties to apply - #DigitalFinance Salary: 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: ******************************************** 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 ************************* 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 ************************** 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.
    $200k yearly Auto-Apply 10d ago
  • Associate, Securitized Products, Trade Desk Support

    BMO Financial Group 4.7company rating

    New York, NY jobs

    We're looking for an experienced trade support professional to join our Securitized Products Trade Desk Support team. Experience with Securitized Products preferred. Securitized Products include ABS, CLO, CMO, CMBS, Project Loans, RMBS, SBA Loans, TBAs, as well as hedges including Futures, Swaps, Options, etc. Prior experience with Bloomberg TOMS & ICI Impact preferrable. This role will help support the trading of Securitized Products and their hedges from post-execution through settlement, which would entail trade booking, reconciliations, reporting, and issue-resolution. We're looking for a motivated self-starter with analytical and problem-solving skills + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Helps determine business priorities and best sequence for execution of business/group strategy. + Communicates with internal business partners and external customers to respond to standard and non-standard inquiries. + Monitors and tracks performance, and addresses any issues + Breaks down strategic problems, and analyses data and information to provide insights and recommendation. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. + Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. + Provides input into the planning and implementation of operational programs. + May assist with activities such as coordination and scheduling of work, resource forecasting, work flow and activities of the team, including assigning work, periodically reviewing output, providing input to employee performance reviews, quality control, training, team coaching and guidance, operations research and problem resolution. + Fulfills routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities. + Analyzes and resolve complex issues efficiently and effectively in accordance with Bank and industry standards. + Acts as primary back-up to team members and as back-up to the manager. + Evaluates circumstances requiring exceptions and engages senior management for resolution where required. + Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager. + Identifies business needs, designs/develops tools and training programs; may include delivery. of training to audiences. + May acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. + Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing and implementation of projects and new/ revised products/services or processes as required. + Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. + Analyzes data and information to provide insights and recommendations. + Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve trade issues and/or escalates as required. + Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. + Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. + Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. + Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained. + Supports the development of tools and delivery of training focused on delivering business results. + 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. **Qualifications:** + Typically between 2- 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Bloomberg experience an asset + MBS experience an asset + CMO experience an asset + Knowledge and experience using relevant systems and technology - In-depth. + Knowledge and understanding of the business unit's key products and services, processes and controls - In-depth. + Knowledge of the risk and regulatory requirements of the business - In-depth. + Prioritization skills - Good. + Customer service skills - In-depth. + PC skills (MS Word, Excel, PowerPoint) - In-depth. + Ability to multi-task in a fast-paced environment. + 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. **Salary:** $63,300.00 - $117,200.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $37k-50k yearly est. 54d ago
  • Associate, ETF Development

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 01/25/2026 Address: 151 W 42nd Street Job Family Group: Technology We are seeking a strong motivated individual to be part of Global Trading Solutions' Trading Systems team to build and enhance our core trading platforms. The developer will continually interact with multiple teams including sales/marketing/quants/operations to implement new robust trading features and improve on our existing strategy offerings. A successful candidate has a keen interest in developing low latency trading systems in Java. Responsibilities * Design & develop robust software solutions for GTS's trading systems * Devise new algorithms and data structures for target environment and platform attributes in alignment with architectural patterns * Create thorough test cases to ensure software stability and reliability * Collaborate with other teams to research and implement changes to the trading system * Communicate with operations teams about new features and existing strategy behaviors * Support production issues, including independently completing root-cause analysis and diagnosis. * Process various business requirements with minimal guidance, derive implementation proposals, and execute proposals with a team or individually. * Mentor junior developers Requirements * BA/BS degree in Computer Science or equivalent practical experience * 5+ years of professional core Java development experience * Strong analytical and problem-solving skills * Strong verbal and written communication skills; eager to ask questions; able to clearly explain ideas * Strong collaborative and team skills * Strong JUnit testing skills * Strong multi-threaded programming skills * Strong understanding of financial markets and electronic trading systems * Experience with optimizing software performance and reducing latency * Familiar with the FIX protocol Salary: $81,400.00 - $151,800.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $81.4k-151.8k yearly Auto-Apply 11d ago
  • Director, Treasury & Payment Solutions - Financial Institutions Group (FIG)

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 01/30/2026 Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service Mandate The Director, Treasury & Payment Solutions (TPS) will lead the execution of strategic initiatives to grow TPS within the Financial Institutions Group (FIG), focusing on delivering innovative and client-centric solutions in cash management, corporate cards, and liquidity. This role is instrumental in deepening BMO's relationships with FIG clients across North America and elevating the bank's reputation as a trusted partner in transaction banking. The Director will collaborate across Global Transaction Banking, Corporate & Investment Banking, Global Markets, TPS Product, and Corporate Treasury to ensure alignment and delivery of integrated solutions. This role also contributes to the transformation agenda within FIG, driving innovation and operational excellence. Key Responsibilities Strategic Execution & Business Delivery * Lead the execution of TPS strategies for FIG clients, ensuring alignment with broader Capital Markets and Transaction Banking goals. * Deliver tailored treasury solutions that address the evolving needs of financial institutions, including complex cash management, liquidity optimization, and corporate card programs. * Identify and act on opportunities for revenue growth, cost reduction, and capital efficiency. * Collaborate with product and service teams to ensure timely and effective solution delivery. Client & Relationship Management * Provide exemplary client coverage, fostering long-term relationships and driving client advocacy. * Lead cross-sell initiatives and sustained coverage activities to increase share of wallet and market penetration. * Serve as a strategic advisor to clients, interpreting their business needs and delivering customized, high-impact solutions. * Ensure client satisfaction through proactive engagement and issue resolution. Market Leadership & Innovation * Represent BMO at industry forums, conferences, and client events to promote thought leadership and market presence. * Act as a liaison between FIG clients and TPS Product teams to inform product development and identify innovation opportunities. * Monitor market trends, regulatory developments, and competitive dynamics to maintain BMO's leadership position in the FIG segment. Team Collaboration & Influence * Partner with internal stakeholders across lines of business to ensure coordinated client coverage and solution delivery. * Influence the strategic direction of TPS within FIG, contributing to transformation and growth initiatives. * Support junior team members through coaching, mentoring, and knowledge sharing. * Promote a high-performance culture and foster collaboration across teams. Key Accountabilities Business Delivery & Operational Effectiveness * Drive execution of business plans and performance targets for TPS within FIG. * Ensure operational excellence in deal execution, client onboarding, and service delivery. * Continuously assess and improve work processes to enhance efficiency and effectiveness. * Contribute to the development of analytics and reporting frameworks to support data-driven decision-making. Client & Relationship Management * Deliver high-quality client experiences that build trust and loyalty. * Lead strategic client engagements and complex deal structuring efforts. * Identify and address client needs proactively, bringing in partners as needed to deliver a full BMO experience. Market Leadership * Elevate BMO's brand and reputation in the FIG segment through strategic client wins and market visibility. * Provide insights and recommendations to senior leadership based on market intelligence and client feedback. * Champion innovation and transformation within TPS and FIG coverage. Qualifications & Skills * Minimum 7+ years of experience in Treasury & Payment Solutions, Corporate or Investment Banking, or Financial Institutions coverage. * Proven expertise in structuring and negotiating complex cash management, liquidity, and card solutions. * Strong analytical, communication, and influence skills. * Demonstrated ability to manage ambiguity and drive results in a dynamic, cross-functional environment. * Post-secondary degree in a related field or equivalent experience. * Deep understanding of the financial institutions sector, including banking, insurance, asset management, or fintech. * Experience delivering treasury solutions to regulated financial entities with complex operational and compliance needs. * Familiarity with global transaction banking trends, regulatory frameworks, and competitive dynamics within the FIG segment. * Demonstrated success in building strategic partnerships and expanding wallet share within institutional client portfolios. The salary range for this role is $175,000 up to $215,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements) Salary: $102,000.00 - $190,000.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $102k-190k yearly Auto-Apply 11d ago
  • Associate, Corporate Banking - FIG Insurance

    BMO Financial Group 4.7company rating

    New York, NY jobs

    Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs. + Initiates contact with partners for new client sales. + Participates in deal teams to develop, present and win mandates for new opportunities. + Partners with deal team and product specialists for accurate, detailed client information. + Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders. + Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. + Reviews and continually monitors performance of existing accounts and client relationships. + Identifies opportunities to diversify client portfolios. + Understands the needs of clients and provides relevant ideas and opinions to generate recommendations. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical findings to deal teams. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds effective relationships with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. + Generates updated financial models/ analyses as business needs and industry requirements dictate. + Analyzes/assesses industry compilations. + Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. + Completes due diligence and credit analysis on new and existing client relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations. + Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). + Provides feedback on, and, supports continuous improvement opportunities. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable. + Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. + 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. **Qualifications:** + 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. + Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement. + MBA degree preferred. + 3+ years of investment banking or valuation experience at a financial analyst level. + Knowledge of capital markets, investment banking products and applicable regulations. + Credit analysis experience/ understanding. + Good knowledge of the organizational lending and portfolio management policies and objectives. + Demonstrates solid deal/transaction execution and/or project management skills. + Exceptional skills in quantitative analytics, financial modeling and credit analysis skills. + Expertise in financial computer applications and database management tools. + 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. **Base Salary** $135,000.00 USD **Salary:** **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: ******************************************** **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 ************************** 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 ************************** 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.
    $135k yearly 60d+ ago
  • Director, ETF Development

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 01/25/2026 Address: 151 W 42nd Street Job Family Group: Technology We are seeking a strong motivated developer manager to be part of Global Trading Solutions' Trading Systems team to build and enhance our core trading platforms. The individual will split time between development and managing developers to implement new robust trading features and improve on our existing offerings. A successful candidate has a keen interest in developing low latency trading systems in Java and leading a successfully development team. Responsibilities * Design & develop robust software solutions for GTS's trading systems * Architect new algorithms and data structures for target environment and platform attributes in alignment with architectural patterns * Create thorough test cases to ensure software stability and reliability * Collaborate with other teams to research and implement changes to the trading system * Communicate with operations teams about new features and existing strategy behaviors * Support production issues, including independently completing root-cause analysis and diagnosis. * Process various business requirements with minimal guidance, derive implementation proposals, and execute proposals with a team or individually. * Mentor developers * Maintain high team productivity Requirements * BA/BS degree in Computer Science or equivalent practical experience * 10+ years of professional core Java development experience * Strong analytical and problem-solving skills * Strong verbal and written communication skills; eager to ask questions; able to clearly explain ideas * Strong collaborative and team skills * Strong JUnit testing skills * Strong multi-threaded programming skills * Strong understanding of financial markets and electronic trading systems * Experience with optimizing software performance and reducing latency Salary: $150,700.00 - $261,800.00 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: ******************************************** 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 ************************* 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 ************************** 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.
    $150.7k-261.8k yearly Auto-Apply 11d ago
  • Trading Systems Engineer , QIS

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 02/26/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Global Markets Engineering collaborates directly with Sales, Trading and Technology colleagues to build and improve sales and trading capabilities and to streamline and automate trading processes. This specific role is to develop and support new trading and analytic capabilities for the Quantitative Investment Strategies (QIS) trading desk. Responsibilities * In conjunction with colleagues from Sales, Trading and GME, identify opportunities to improve trading processes and analytics; * Communicate directly with stakeholders to understand requirements; * Participate in strategic architectural and design decisions; * Application Development of trading systems and analytical tools in an agile/rapid release environment including backend services, interfaces to upstream and downstream systems, and user interfaces; * Approximately 20% of time will be spent in analytics and support of deployed applications. Qualifications * A post-secondary degree in a technical or quantitative field or an equivalent combination of education and work experience; * At least 3 years of experience in software development, ideally in trading technology; * Strong software development skills including C++, C# and Python; * Experience with Windows Presentation Framework (WPF) is preferred; * Experience with DevOps tools and processes; databases, trading protocols and analytics is preferred; * Familiarity with equities and/or equity derivatives trading is helpful; * Strong communication skills including an ability work worth with a range of colleagues from technical professionals to sales and trading to senior management. Salary: Please note the base salary for this role is $260,000 USD. Salary: 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: ******************************************** 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 ************************* 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 ************************** 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.
    $260k yearly Auto-Apply 12d ago
  • Director, Global Markets Corporate Banking - Insurance specialist

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 02/05/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Portfolio Management Director will support Global Market professionals in executing the first line of defense accountability for strong risk culture. The Portfolio Management Director provides robust multidimensional analysis and supports the Global Market team in a portfolio management function for Global Markets Corporate Banking Financial Institutions. Coverage comprises Bank and Non-Bank Financial Institutions with a focus on Insurance Companies, both domestic and international. This includes providing credit underwriting expertise for a variety of sub-sectors within the broader Insurance industry including US, Canada, and international insurers. This role requires origination and underwriting of non-lending Corporate Banking products (e.g. derivative products, securities financing, cash products, etc.), both bilaterally and through Agent relationships. The Global Markets Corporate Banking Portfolio Management function includes assisting in the origination and structuring of trading products transactions, providing credit expertise to the Global Market teams, oversee credit monitoring, working with internal stakeholders to manage and establish credit facilities and facilitate credit approvals across the various Global Market teams. ACCOUNTABILITIES * Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community. * Operates as key member of the Global Markets portfolio management team managing credit risk and returns. * Uses industry expertise to cultivate relationships with new and existing clients and develop new client relationships within bank and non-bank FI sector with a focus on the insurance sector. * Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs. * Prepares credit documentation (e.g. applications, memoranda, presentations) for internal and external stakeholders. * Reviews and continually monitors performance of existing accounts and client relationships. * Key First line of Defence and credit recommender for Global Markets transactions/facilities. * Oversees Business Analysts, Analysts, and/or Associates and their credit monitoring workload and initiatives. * Assists in monitoring country risk in counterparty locations * Reviews and provides feedback on framework and policy updates, and/or new initiatives. * Identifies opportunities for increased efficiency and improved service to internal and external clients. * Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates. * Supports the development and execution of strategic initiatives in collaboration with internal stakeholders. * Builds effective relationships with internal stakeholders. * Works with specialists as needed to support successful deal completion. * Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). * Balances the Bank's risk appetite with the client needs in making recommendations to credit for the various Global Markets teams. * Provides feedback on and supports continuous improvement opportunities. * Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability. * Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. * Reviews and guides work of Analysts and Associates to deliver business results. * Considers risk, internal controls, and compliance as part of day-to-day accountabilities and adheres to policies and procedures. * Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. * 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. * Broader work or accountabilities may be assigned as needed. KNOWLEDGE AND SKILLS * Graduate degree in Finance, or CFA/MBA and at least 8-10+ years bank and non-bank financial institution due diligence and credit analysis experience specifically covering the insurance sector (both domestic and international) * Credit analysis experience and understanding of counterparties and investment products. * Robust knowledge of lending and portfolio management parameters and objectives. * Excellent verbal presentation and written communication skills. * Strong credit solutions driven culture, knowledgeable of credit and derivative products including long-dated structured derivative products * Strong knowledge of trading products, market risk concepts, and trading products documentation (ISDA/CSA, GMRA, etc.), including documentation of non-standard collateral * Good knowledge of, and experience with, Corporate Policies/Standards, Financing Guidelines Commercial Lending Process and Directives, the Bank's credit culture and procedures, and general banking practices and regulations. * Successful completion of bank credit/lending program, internal or external, is preferred. * Thrive in a business aligned growth environment accessing Credit/Risk across various jurisdictions. * Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner. * Flexible, quick learner, self-motivated, confident, and comfortable working in a fast-paced environment. * Knowledge of and/or experience with loan workouts, management of problem accounts, structured finance, and securitization. * Must possess the ability to communicate in a professional and knowledgeable manner with internal partners. * Takes initiative to understand others; gets the cooperation of peers, colleagues; develops and maintains a broad network of relationships within the Bank. * Strong computer literacy. * Acts as a positive change agent to drive improved efficiency and effectiveness. Salary: Please note the base salary for this role is $250,000 USD. Salary: 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: ******************************************** 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 ************************* 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 ************************** 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.
    $36k-43k yearly est. Auto-Apply 10d ago
  • Trade Desk Support Analyst, Summer 2026 (Co-op/Internship) - 10 Weeks

    BMO Financial Group 4.7company rating

    New York, NY jobs

    As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO U corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO. Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Students who recently graduated are invited to apply to our New Grad opportunities which are available at *********************************** Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus or joining our LinkedIn group BMO Campus Recruiting & Early Talent. To apply for this opportunity, please submit your resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information. Provides support and delivers operational processes to ensure timely and accurate processing of securities and trade transactions are booked correctly in systems for clean downstream settlement. Provides guidance and execution in the support and booking of new strategies, and daily capture of transactional information to support downstream analytics and financial accounting processes. Supports the maintenance of appropriate governance and controls over the trade capture process. + Provides advice and guidance to assigned business/group on implementation of solutions. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Communicates with internal business partners and external customers to respond to standard and non-standard inquiries. + Monitors and tracks performance, and addresses any issues + Breaks down strategic problems, and analyses data and information to provide insights and recommendation. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager. + May function as a problem-solving resource for more junior staff. + Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing and implementation of projects and new/ revised products/services or processes as required. + Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. + Analyzes data and information to provide insights and recommendations. + Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve trade issues and/or escalates as required. + Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. + Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. + Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. + Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained. + Supports the development of tools and delivery of training focused on delivering business results. + Focus may be on a business/group. + Thinks creatively and proposes new solutions. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works mostly independently. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Knowledge and experience using relevant systems and technology - In-depth. + Knowledge and understanding of the business unit's key products and services, processes and controls - In-depth. + Knowledge of the risk and regulatory requirements of the business - In-depth. + Prioritization skills - Good. + Customer service skills - In-depth. + PC skills (MS Word, Excel, PowerPoint) - In-depth. + Specialized knowledge from 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. **Salary:** $49,500.00 - $91,300.00 **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: ******************************************** **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 ************************** 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 ************************** 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.
    $49.5k-91.3k yearly 2d ago
  • Head of Prime Brokerage Sales (Managing Director)

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 01/24/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.0 trillion total assets and approximately 54,000 employees as of January 31, 2025. #bmocapitalmarkets BMO Capital Markets is seeking an exceptional, strategic, and highly connected leader to serve as Head of Prime Brokerage Sales origination. This leader will be accountable for accelerating the growth and evolution of our Cash Prime Brokerage platform and related equity financing and prime services solutions, through best-in-class origination, senior client coverage, and disciplined execution across the franchise. This role requires a proven originator and platform-builder who can set a clear commercial agenda, develop and convert a high-quality client pipeline, and lead a high-performing team in a highly competitive global prime services landscape. The successful candidate will combine deep market and product expertise with strong cross-functional leadership to deliver innovative, client-centric financing and execution strategies for hedge funds, asset managers, and institutional investors. KEY ACCOUNTABILITIES: * Strategic Leadership & Platform Growth * Define and execute the multi-year strategic roadmap for Prime Brokerage Sales Origination, aligned with BMO Ambition 2030 and the firm's enterprise priorities, including a World-class client experience and disciplined risk management. * Establish and refine the coverage model, target-client segmentation, and go-to-market approach to drive sustainable growth in revenues, balances, and wallet share across prime services. * Partner with Equities, Prime Finance/Trading, Risk, Operations, Technology, Legal, and Compliance to scale the platform with speed, control, and consistency. * Client Origination & Senior Relationship Management * Leverage a deep industry network to originate new, profitable prime brokerage relationships and expand existing mandates; maintain senior connectivity across hedge fund C-suites, COOs/CFOs, portfolio managers, and institutional decision-makers. * Own end-to-end new business development: prospecting, client pitches, commercial negotiation, onboarding coordination, and ramp to full monetization. * Deliver customized client solutions spanning Cash PB equity TRS, Delta One, stock loan, and event-driven/special situations financing and coordinating internal resources to provide a differentiated client experience. * Build a scalable growth strategy that increases penetration across client portfolios, expands cross-product adoption, and drives durable multi-year relationships. * Commercial Management & Accountability * Set and deliver against agreed commercial objectives, including revenue growth, client profitability, wallet share, and balance sheet efficiency (in partnership with Product/Trading and Finance). * Implement pipeline discipline, reporting cadence, and forecasting rigor; ensure high-quality prioritization of prospects and resource deployment across the team. * Influence product prioritization and platform investments by translating client demand into clear business cases and execution plans. * Risk Partnership & Operational Excellence * Partner with Risk/Credit to embed client-centric margin and risk frameworks that enable growth while protecting the firm; ensure appropriate governance around onboarding, limits, and documentation. * Work closely with Legal, Operations, and Client Service to drive seamless client onboarding and lifecycle support; ensure high operational standards, strong controls, and consistent service delivery. * Champion process improvements and platform modernization that reduce friction, improve transparency, and enhance client experience at scale. * Leadership, Talent Development & Culture * Lead, coach, and develop a high-performing origination team; establish clear expectations, performance standards, and a culture of collaboration, accountability, and innovation. * Recruit and retain top talent; build bench strength and succession planning across key client coverage segments. * Market Expertise & Thought Leadership * Provide expert guidance on prime brokerage market structure, synthetic and cash financing dynamics, collateral optimization, and key hedge fund strategy trends. * Represent the firm at industry conferences and client forums; cultivate relationships with ecosystem partners and service providers to enhance franchise positioning. QUALIFICATIONS: * Proven, measurable track record of origination and revenue generation in Prime Brokerage / Prime Services / Equity Finance, with deep expertise across Cash PB, equity TRS, Delta One, and stock loan. * 12-15+ years of progressively senior experience in Prime Brokerage, Equity Finance, or closely related institutional sales and coverage roles. * Demonstrated ability to build and influence at the highest levels with hedge funds and institutional clients, strong market connectivity and credibility. * Strategic vision and execution excellence; Ability to set direction, mobilize cross-functional stakeholders, and deliver results through disciplined operating cadence. * Strong leadership capabilities with experience hiring, developing, and motivating teams in a competitive market environment. * Deep understanding of the operating model: onboarding, documentation, credit/risk partnership, and delivering a controlled, scalable client experience. SALARY: The salary for this role is $350K USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements) Salary: 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: ******************************************** 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 ************************* 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 ************************** 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.
    $350k yearly Auto-Apply 5d ago
  • Director, Exotics Rates Quant

    BMO (Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline: 02/26/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Exotics Rates Quant Director is responsible for the entire spectrum of quantitative, analytical, technical, and development activities for the interest rate exotics/structured notes trading desks, with a particular focus in enhancing/developing multi-factor term structure models such as Libor Market Model or Cheyette/HJM models for callable rates exotics. The mandate involves developing and supporting our internal math finance library to price and risk manage swaptions, cap/floors, futures options, callable rates exotics and structured notes. The role also entails supporting traders, marketers and BMO CM senior management with the models, tools, analytics and information to effectively price, execute and hedge transactions and to understand, monitor and manage existing risk. Tasks include: * Developing and enhancing multi-factor term structure models such as Libor Market Model and Cheyette/HJM framework. * Improving the robustness and accuracy of the model Greeks and PnL explain * Improving the accuracy and flexibility of volatility skew/smile calibration and correlation calibration * Supporting traders, senior management, and risk managers regarding deal modeling and pricing, hedging, risk measurement and management * Profiling and investigation of new innovative models/approaches to improve model performance * Interacting with the external control groups outside of FO such as model risk and market risk, and facilitating their understanding and oversight of models The role will require the following skills and aptitudes: * Advanced post-graduate degree in a technical field (mathematics, physics, statistics, engineering, computer science, etc.) * Deep industry experience in multi-factor term structure modeling, in particular Libor Market Model * Deep industry experience in volatility skew/smile modeling, especially in the context of term structure models * Deep industry experience in interest rate options market * Familiarity with HJM framework and Cheyette model classes. * Proficiency in software development using C#/.Net or C++ * Broad knowledge in quantitative finance, pricing methodologies, numerical methods, market data sources, best data sources * Knowledge of Python and Excel * Strong teamwork mentality, and the ability to connect to the team and leverage existing resources and tools to advance business goals * Strong technical writing ability and strong communication skills Please note the base salary for this role is $275,000 USD. Salary: 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: ******************************************** 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 ************************* 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 ************************** 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.
    $275k yearly Auto-Apply 26d ago

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