Job Description
Job details
Pay
$44,500–$82,500 a year
Job type
Full-time
Location
100 King Street West, Toronto, ON M8X 1C4
Benefits
Pulled from the full job description
Tuition reimbursement
Life insurance
Full job description
100 King Street West Toronto Ontario,M5X 1A1
The Analyst, Syndicate Coordinator supports the execution and settlement of fixed income new issue transactions by managing end-to-end deal processes, revenue reporting, regulatory compliance, and audit preparation. They will act as a key liaison between trading/sales, finance, compliance, and syndicate teams.
Role Responsibilities:
Business Support
Prepare new issues for dissemination to syndicate, sales and investors by gathering various offering documents, exempt lists, etc.
Prepare and monitor new issue related documents such as buyers lists, exempt lists, syndicate page, OSC required filings, etc.
Act as liaison with counsel and other stakeholders to ensure the successful closing of new issues
Confirm orders and final new issue allocations to distribution centers
Input trades and set up new clients into DSTS and Salesforce
Responsible for announcements, compliance documentation, and P&L reports
Act as liaison for LOB head on audit and compliance matters
Gather and format data into regular and ad-hoc reports, and dashboards
Field questions and requests from various internal stakeholders, clients, syndicate members
Financial Analysis & Support:
Daily review and sign-off on MFL P&L from GMO systems
Review and sign-off on new issue payments to syndicate members
Handle all dealer expense inquiries and prepare final report for invoicing to DCM clients
Monitor and analyze project expenses to ensure they are within budget and reallocated to the appropriate expense/client code.
Act as a conduit for the efficient flow of invoice processing for payment in adherence with department processes, guidelines and vendor agreements.
Administration Accountabilities:
Planning, organizing and implementation of issuer road shows for the DCM team.
Handles administrative duties as required (e.g. coordinating conference calls, expense management, travel bookings, etc.).
Monitors, assists and coordinates sales conferences and marketing efforts/initiatives including event planning and logistics.
Monitor departmental expenses and maintain an efficient electronic filing system to ensure reports, correspondence and financial documentation are maintained and readily available.
Maintain confidential client information for the business, team, or leadership and ensure information is handled appropriately.
Responsible for maintenance of client contact database (Salesforce). Coordinate with Salesforce Business Analysts to produce customized reports and ensure data quality is maintained on behalf of the business.
Handle ad hoc reporting requests from finance, compliance, and other departments.
Role Qualifications & Skills:
Experience in an administrative or professional support function in a fast paced environment, dealing with moderately complex issues and managing conflicting priorities is preferred
Broad business knowledge and deep understanding of the organizational unit, its functions and products, and customer groups.
Demonstrates very good understanding of the processes, policies and procedures required for supporting the business unit.
Ability to organize moderate amounts of business information and develop it into cohesive, professional reports and presentations
Detail oriented, extremely well organized
Able to manage time and multi-task to accomplish a multitude of tasks, with conflicting priorities and timelines.
Advanced level PC skills (MS Office: Excel, Word, PowerPoint, and Outlook).
Ability to manage clients in a professional and courteous manner, and to develop and leverage professional working relationships.
Ability to work both independently and well as be a team player.
Ability to deal with confidential materials in an appropriate manner.
Ability to exercise judgement to identify, diagnose and solve problems
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Base Salary
$75,000.00 CAD
Salary:
$44,500.00 - $82,500.00
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 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.
You must create an Indeed account before continuing to the company website to apply
Pay
$44,500–$82,500 a year
Job type
Full-time
Location
100 King Street West, Toronto, ON M8X 1C4
Benefits
Pulled from the full job description
Tuition reimbursement
Life insurance
Full job description
100 King Street West Toronto Ontario,M5X 1A1
The Analyst, Syndicate Coordinator supports the execution and settlement of fixed income new issue transactions by managing end-to-end deal processes, revenue reporting, regulatory compliance, and audit preparation. They will act as a key liaison between trading/sales, finance, compliance, and syndicate teams.
Role Responsibilities:
Business Support
Prepare new issues for dissemination to syndicate, sales and investors by gathering various offering documents, exempt lists, etc.
Prepare and monitor new issue related documents such as buyers lists, exempt lists, syndicate page, OSC required filings, etc.
Act as liaison with counsel and other stakeholders to ensure the successful closing of new issues
Confirm orders and final new issue allocations to distribution centers
Input trades and set up new clients into DSTS and Salesforce
Responsible for announcements, compliance documentation, and P&L reports
Act as liaison for LOB head on audit and compliance matters
Gather and format data into regular and ad-hoc reports, and dashboards
Field questions and requests from various internal stakeholders, clients, syndicate members
Financial Analysis & Support:
Daily review and sign-off on MFL P&L from GMO systems
Review and sign-off on new issue payments to syndicate members
Handle all dealer expense inquiries and prepare final report for invoicing to DCM clients
Monitor and analyze project expenses to ensure they are within budget and reallocated to the appropriate expense/client code.
Act as a conduit for the efficient flow of invoice processing for payment in adherence with department processes, guidelines and vendor agreements.
Administration Accountabilities:
Planning, organizing and implementation of issuer road shows for the DCM team.
Handles administrative duties as required (e.g. coordinating conference calls, expense management, travel bookings, etc.).
Monitors, assists and coordinates sales conferences and marketing efforts/initiatives including event planning and logistics.
Monitor departmental expenses and maintain an efficient electronic filing system to ensure reports, correspondence and financial documentation are maintained and readily available.
Maintain confidential client information for the business, team, or leadership and ensure information is handled appropriately.
Responsible for maintenance of client contact database (Salesforce). Coordinate with Salesforce Business Analysts to produce customized reports and ensure data quality is maintained on behalf of the business.
Handle ad hoc reporting requests from finance, compliance, and other departments.
Role Qualifications & Skills:
Experience in an administrative or professional support function in a fast paced environment, dealing with moderately complex issues and managing conflicting priorities is preferred
Broad business knowledge and deep understanding of the organizational unit, its functions and products, and customer groups.
Demonstrates very good understanding of the processes, policies and procedures required for supporting the business unit.
Ability to organize moderate amounts of business information and develop it into cohesive, professional reports and presentations
Detail oriented, extremely well organized
Able to manage time and multi-task to accomplish a multitude of tasks, with conflicting priorities and timelines.
Advanced level PC skills (MS Office: Excel, Word, PowerPoint, and Outlook).
Ability to manage clients in a professional and courteous manner, and to develop and leverage professional working relationships.
Ability to work both independently and well as be a team player.
Ability to deal with confidential materials in an appropriate manner.
Ability to exercise judgement to identify, diagnose and solve problems
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Base Salary
$75,000.00 CAD
Salary:
$44,500.00 - $82,500.00
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 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.
You must create an Indeed account before continuing to the company website to apply
💡 Quick Summary
Seeking a career-building opportunity? The Analyst, Syndicate Coordinator position is now open for candidates interested in the Bank Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
