Senior Analyst, Wealth Reporting Analytics & Automation

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Join BMO Wealth Data & Analytics and help turn data into meaningful insights that drive better business decisions and support key Wealth initiatives. As part of a high-performing team, you’ll design and deliver impactful analytics and visualization solutions that enable fact-based decision-making.

Working closely with business partners, you’ll translate complex needs into intuitive dashboards, reporting, and data-driven recommendations using tools such as SQL, SAS, Python, and Power BI. You’ll also have opportunities to expand your technical skillset, including exposure to emerging analytics capabilities and AI-driven tools.

At BMO, you’ll be part of a collaborative, growth-focused environment where your work has real impact and continuous learning is encouraged.

This role actively involves design and delivery of data-driven solutions by translating business needs into actionable analytics, driving high-quality, fact-based decision-making. Provides expert guidance on data management, analytics, and visualization technologies, and shapes strategic roadmaps for data quality, modeling, reporting, and advanced decision-support capabilities.

• Actively participates in the design, implementation and management of new analytics & reporting solutions.
• Builds reports (regular and ad hoc) and visualization dashboards to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
• Monitors and tracks dashboard/report performance, user acceptance testing, and addresses any issues.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.
• Documents and maintain operational procedures and processes relating to analytical and reporting processes.
• Collaborates and build effective relationships with internal and external stakeholders in order to deliver on business objectives.
• 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.
• Knowledge and experience in data preparation, data analysis, ETLs, and statistical tool sets - SQL, Python, and SAS - In-depth.
• Knowledge and experience in visualization tools, particularly Power BI
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Data driven decision making - In-depth.
• Analytical and problem-solving skills - In-depth.
• Influencing skills - In-depth.

Hybrid Work Model:
This role operates in a hybrid work environment, with a mix of in-office and remote work. Candidates are expected to be based within a commutable distance to our First Canadian Place (FCP) office in Toronto and attend the office on designated in-office days, in alignment with team and business requirements.

Salary:

Pay Type:

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 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 https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.