Application Deadline: 11/13/2025

Address: 100 King Street West

Job Family Group: Finance & Accounting

Ensures that valuations for a designated trading/underwriting portfolio are materially accurate and establishes valuation adjustments and capital reserves as appropriate. Works with stakeholders across BMO complete the operational and strategic work for the design and development valuation methodologies and decision support solutions to deliver business results and minimize risk. Provides advice on the configuration, functionality, applicability, and usability of data sources, data management, data analytics, and reporting solutions related to market data used for valuations.

• 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.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders including model development.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Executes work to deliver timely, accurate, and efficient service.
• Monitors and assesses the performance of market models to ensure the mathematical representation of the market is sound on an on-going basis; performs stress-testing to assess model performance under extreme conditions.
• Promotes best practices for valuation of the designated portfolios.
• Breaks down strategic problems, and analyzes data and information to provide valuation insights (e.g. positions, exposures, or other valuation issues) and make recommendations.
• Develops and implements policies and guidelines for independent checking of valuations, exception handling, capital reserves and adjustments in alignment with Bank standards.
• Documents and maintains operational procedures and processes relating to methodologies, analytical and reporting processes (e.g. market data sources, model inventory, related assumptions and limitations).
• Reviews use of valuation methodologies and models for consistency across portfolios, products, geographies; recommends changes as required.
• 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/or certification in related field of study or an equivalent combination of education and experience.
• Degree in business, finance or quantitative discipline.
• Understanding of derivative products and markets, as well as the valuation and risk management methodologies associated with these.
• Understanding of accounting principles, finance processes, and back office processes is an asset.
• Quantitative analytical skills.
• Experienced in VBA programming.
• 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.