Manager, Investment and Client Operations, GAM
BMO US(1 month ago)
About this role
The Manager, Client & Investment Operations at BMO provides leadership and oversight of client operations, trade and transaction management, onboarding, invoicing, reporting, and investment support functions to ensure timely, accurate, and risk-controlled delivery across institutional, retail, ETF, and specialty mandates. The role serves as an escalation point and partner to Investment, Compliance, Trading, and external service providers such as State Street.
Required Skills
- Charles River
- OMS
- Settlement Processes
- Corporate Actions
- Reconciliation
- Cash Management
- Derivatives
- Collateral
- Security Master
- Operational Controls
+9 more
Qualifications
- University Degree in Finance or Related Field
- College Diploma in Finance or Related Field
- Canadian Securities Course (CSC)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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