Operations Data Analyst, Client Onboarding
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
Role Overview
The Operations Data Analyst supports data quality, process efficiency, and operational risk mitigation across Capital Markets client onboarding activities. The role involves analyzing operational and regulatory data, identifying process improvement opportunities, documenting business requirements, and building reporting and automation solutions. The analyst works with Operations, Technology, Compliance, Risk, Finance, and Front Office stakeholders on improvement and remediation initiatives. This is an early career role with guidance provided as knowledge of Client Onboarding, Capital Markets, and the regulatory environment develops.
Key Skills for This Role
Full Job Posting
Role Overview
The Operations Data Analyst supports data quality, process efficiency, and operational risk mitigation across Capital Markets client onboarding activities. The role involves analyzing operational and regulatory data, identifying process improvement opportunities, documenting business requirements, and building reporting and automation solutions. The analyst works with Operations, Technology, Compliance, Risk, Finance, and Front Office stakeholders on improvement and remediation initiatives. This is an early career role with guidance provided as knowledge of Client Onboarding, Capital Markets, and the regulatory environment develops.
Key Responsibilities
- Analyze onboarding, operational, and regulatory datasets to identify trends, exceptions, control gaps, and process improvement opportunities
- Perform data reconciliations, root cause analysis, and exception reporting
- Build and maintain dashboards, scorecards, and management reporting using Power BI, Excel, and SharePoint
- Support regulatory and remediation programs through data analysis, impact assessments, data mapping, and status tracking
- Document business requirements, process maps, and current state and future state workflows for operational and technology initiatives
- Develop and maintain governed low-code and no-code solutions using Power Automate, Power Apps, Forms, and SharePoint to reduce manual effort and operational risk
- Maintain project trackers, risk logs, action item inventories, and project documentation, and monitor milestones and issue resolution
Must-Have Skills
- Undergraduate degree in a STEM or Finance related discipline
- 0 to 1 year of relevant experience, including internships, co-ops, research, academic projects, and capstone work
- Strong Excel skills including formulas, PivotTables, charts, and data cleaning
- Experience with Power BI or another data visualization tool, gained through coursework, internships, co-ops, capstone projects, or employment
- Foundational SQL and data analysis skills
- Exposure to Microsoft 365 tools such as SharePoint, Power Automate, Power Apps, or Forms, or comparable low-code and no-code platforms
- Exposure to process mapping tools such as Visio, Lucidchart, or equivalent
- Ability to document analysis, logic, controls, and user instructions, and to present findings clearly
- Practical AI literacy, including effective prompting, validating AI generated outputs, protecting confidential information, documenting assumptions, and applying human review
- Interest in learning Capital Markets onboarding, AML/KYC, data governance, and the regulatory environment, with no prior industry knowledge required
Nice to Have Skills
- Exposure to Power Query
- VBA
- Exposure to Python or another analytics language
- Exposure to Microsoft Copilot or comparable enterprise AI tools
- Working knowledge of trading products across Global Markets, and Investment and Corporate Banking products
- Working knowledge of industry trends, regulations, and the competitive marketplace
- Familiarity with regulations such as CIRO, FINRA, FATCA/CRS, Dodd-Frank, SEC Security-Based Swaps, Canadian Trade Reporting, and NI 93-101
Ideal Candidate
Recent graduate or early career analyst with a portfolio, class project, or work sample demonstrating data analysis, dashboarding, automation, or AI assisted problem solving
Exposure to Lean or operational excellence methodology through coursework, a co-op, or a process improvement project
Prior internship or co-op experience in financial services or another regulated environment
Experience producing analysis, reporting, or automation that was used by stakeholders outside the immediate team
Qualifications
About the BMO Contractor Talent Network This contract job with BMO has been posted by Procom, BMO's recruitment service partner supporting the BMO Contractor Talent Network. Should you be selected for this contract engagement, Procom will act as the employer of record or the agency of record for your contract engagement. To find out more visit https://bmo.clientconnections.com .
This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.
About Bank of Montreal
BMO is an organization driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on members of its team, to create lasting, positive change for its customers, its communities, and its people. By working together, innovating, and pushing boundaries, BMO transforms lives and businesses, and powers economic growth around the world. As a contract worker on the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. BMO strives to help you make an impact from day one – for yourself and BMO's customers.
About Bank of Montreal
Verified company details for this employer are not available yet.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Bank of Montreal
Technical Business Analyst
Toronto, CAN
Business Analyst (Business Side)
Toronto, CAN
Process Consultant
Toronto, CAN
Programmer Analyst - Senior
Toronto, CAN
Communications Specialist - Junior
Toronto, CAN
Product Business Analyst - Post Trade
Toronto, CAN
Provisioning Support Coordinator
Toronto, CAN
Project Manager
Toronto, CAN