Bank of Montreal

Senior Analyst, Balance Sheet Management

Bank of Montreal$65K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-6 years of relevant experience or equivalent education and experience
  • Degree in Accounting, Finance, Mathematics, or related field
  • Knowledge of risk management and derivatives preferred
  • Experience with financial modeling and quantitative metrics
  • Proficient in technical skills related to financial analysis
  • Strong verbal and written communication skills
  • Exceptional collaboration and analytical skills

Responsibilities

  • Build relationships with internal and external stakeholders
  • Analyze data for balance sheet management insights
  • Monitor balance sheet and structural driver performance
  • Develop cost-effective hedging strategies
  • Recommend actions based on market trends and regulations
  • Coordinate and execute strategic initiatives with tracking metrics
  • Support change management and risk management technology design

Benefits

  • Opportunities for professional development
  • Access to risk management technologies
  • Collaborative work environment with diverse stakeholders
  • Engagement in enterprise-wide business objectives
  • Involvement in the implementation of corporate standards and guidelines
Full Job Description
Application Deadline: 10/13/2026 Address: 100 King Street West Job Family Group: Finance & Accounting Supports the short- and long-term management of the Bank’s structural balance sheet and supplemental liquidity portfolio. Executes a management framework that optimizes structural market risk exposures due to interest rate and foreign exchange changes over both the short- and long-term. Develops cost-effective hedging strategies that optimize risk-return. Maintains knowledge of regulatory requirements and developments, monitors risk, and identifies and corrects possible gaps and weaknesses. Identifies and recommends actions based on market trends and regulatory developments. • Builds effective relationships with internal/external stakeholders. • Breaks down strategic problems, and analyses data and information to provide balance sheet management related insights and recommendations. • Monitors and tracks balance sheet performance / structural drivers’ performance, and addresses any issues. • Monitors and tracks the performance of balance sheets and structural drivers to address any issues. • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. • Provides advice and guidance to assigned business/group on implementation of solutions. • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. • Collaborates with internal and external stakeholders to deliver on business objectives. • Supports development of corporate standards, operating principles, and guidelines in conjunction with market risk, business, and finance stakeholders. • Analyzes data and information to provide insights and recommendations. • Monitors market and regulatory developments to assess impacts to strategies, programs, and plans. • Gathers and formats data into regular and ad-hoc reports, and dashboards. • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. • Supports the design and implementation of specialized risk management technologies to improve processes, enhance analysis, and/or streamline reporting (e.g. daily risk capture, mismatch and basis risk analytics, and management). • Participates in the design, implementation, and management of core business/group processes. • 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. • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: • Typically 4-6 years of relevant experience or an equivalent combination of education and experience. • Post secondary Accounting, Finance, Mathematics or related degree. • Finance / business experience with risk management and working knowledge of derivatives preferred. • Exposure to one or more of the following: risk management, financial market instruments, trading and derivative operations, risk systems, hedge accounting, risk management related to asset liability / treasury. • Experience in financial modelling including statistics, risk, or other quantitative metrics. • 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: $65,000.00 - $140,000.00 Pay Type: Salaried

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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