Bank of Montreal

Associate, Securitized Products, Trade Desk Support

Bank of Montreal$63K — $117K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of relevant experience and relevant post-secondary education or equivalent experience.
  • In-depth knowledge of Bloomberg tools, MBS, and CMO products preferred.
  • Strong understanding of financial products including ABS, CLO, CMO, CMBS, RMBS, and project loans.
  • Excellent customer service and communication skills.
  • Ability to multitask and work effectively in a fast-paced environment.
  • Strong analytical and problem-solving skills with a focus on data-driven decision-making.
  • In-depth proficiency with MS Office tools (Word, Excel, PowerPoint).

Responsibilities

  • Provide trade support from post-execution to settlement for Securitized Products.
  • Analyze complex trade issues and resolve discrepancies in a timely manner.
  • Collaborate with stakeholders to develop solutions and implement process improvements.
  • Communicate with internal teams and external partners to fulfill inquiries and resolve issues.
  • Track performance and manage issues regarding trading activities.
  • Gather and analyze data to create regular and ad-hoc reports and dashboards.
  • Lead and participate in change management activities to enhance operational effectiveness.

Benefits

  • Health insurance coverage for employees and dependents.
  • Tuition reimbursement program to support ongoing education.
  • Accident and life insurance for added protection.
  • Retirement savings plans to help secure financial future.
  • Performance-based incentives and discretionary bonuses available.
Full Job Description
Application Deadline:

06/19/2026

Address:
151 W 42nd Street

Job Family Group:
Customer Shared Services

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: https://jobs.bmo.com/global/en/Total-Rewards

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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