Application Deadline:
12/30/2025
Address:
33 Dundas Street West
Job Family Group:
Data Analytics & Reporting
This role requires the ability to work well in an extremely fast paced and constantly changing environment with competing priorities.
This role operates within normal office conditions with minimal exposure to health risks.
This is a hybrid role requiring up to 4 days in the Toronto office
Role/Title: Manager, Portfolio Analytics- Retail Investments and Wealth
Last Update:
Immediate Manager’s Job Title: Senior Manager – Analysis
Credit Qualified: Yes No
Next Level Manager’s Job Title: Director Customer Optimization
Commission Eligible: Yes No
Banking Group: P&C
Location: (if U.S. FLSA status)
Department: Analytics & Insights
Evaluated Grade: Job Code:
Mandate / Marketability (this section will be loaded to myRecruiting so make it clear for internal & external candidates)
The Manager Analysis is responsible for the design, delivery, management and communication of portfolio measurement including general reporting, business casing and performance measurement in support of Personal Lending and Home Financing. The individual is also responsible for specific portfolio initiative monitoring across the Personal and Commercial business segments (i.e. customer programs/campaigns, lead management strategy, lead and channel optimization, pricing and credit limit strategy monitoring).
In this key role the Manager will apply expertise in analytics to develop, deliver and manage dashboards and performance monitoring reports for our products. In addition, you will apply your expertise in analytics and measurement best practices to aid in identifying and providing key insights across our strategies, tactics and channels, while tracking metrics and making and presenting recommendations to business partners across Personal and Commercial Banking.
The Manager will liaise with our internal data science group and business partners on creating reporting dashboards using visualization software, as well as with IT on bringing marketing data into the central database for integrated reporting. The individual will also participate in projects related to Finance, Treasury, CRM, marketing attribution, cross-channel reporting, and consumer insights, and will help assess new measurement/analytics tools and vendors to support these areas.
Key Accountabilities (this section will be loaded to myRecruiting so make it clear for internal & external candidates)
Analytic Capabilities & Measurement Process
Apply your data visualization skills, understanding of analytics, experimental design and measurement best practices and business acumen to deliver compelling actionable insights that drive rapid business adoption of core contact strategies (including digital adoption, customer primacy, leads optimization, segmentation and pricing) and use of the metrics provided for business performance management.
Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive actionable insights and recommendations to improve portfolio performance.
Tackle complex business problems by converting raw data into meaningful and actionable business ideas.
Be a practitioner of data analyses and reporting including but not limited to: correlations, tests of significance, strong data QA practices, and report construction.
Use knowledge of analytical techniques, design of experiment, and statistics as it applies to measurement of marketing programs to develop solutions that will enable the business to meet their business objectives.
Design and Delivery of Performance Reporting and Self-Serve Dashboards
Lead the definition, creation and maintenance of standardized dashboards and performance reporting for Customer Optimization including contact and lead management
Execute analyses based on delivery plans created by the broader team.
Refine design proposals in collaboration with various stakeholders in Personal and Commercial Banking.
Use specialized query and database tools – SAS, SQL, and various reporting tools (may include Microsoft reporting or Power BI) - to provide comprehensive monitoring and analytically sound results against key initiatives and develop self-serve capabilities into deliverables.
Design and improve production and ad-hoc reporting processes with the goal of optimizing performance.
Create new analyses and/or tools that deliver customer insights that enable clients to further their business objectives.
Leverage Technology and Data to improve Quality and Performance of Analysis
Represent Customer Optimization as subject matter expert (SME) for product performance and analytics:
Data in BMO’s various data warehouses
Customer and product business information – including processes, pricing, incentives, product offerings, etc.
BMO Policies and Procedures (P&P)
Team with your Data Operations colleagues, Information Technology Dept and the user communities for the various systems of record for the data on which we rely to drive high levels of data integrity and operational reliability of our standardized analytics, tools and processes.
Provide technical direction for planning, design and integration of current technology from requirements gathering, scoping phase to implementation
Consistently monitor performance of dashboards and reports to ensure accuracy, currency and reliability. Work to consistently improve run times and deliver speed.
Leadership and Relationship Management
Establish and communicate standards for accurate business requirement, technical specification and work process documentation associated with our measurement and analytic reporting.
Leverage your proven consultative skills and knowledge of best practices to provide consultative sessions with key stakeholders to share your insights and recommendations to optimize, improve and change business results. Use these sessions to assist in product and strategy evaluation, channel and behavior-based success.
Collaborate and build sound relationships with key business partners to ensure projects align to overall strategy, goals, and objectives.
Consult with and deliver results to partners within tight time constraints that consistently meet or exceed their expectations.
Contribute to the success of other team members by providing training to others in areas such as analytics, report construction, and experimental design.
Customer Experience
Proactively identify opportunities in the data to drive exceptional client experiences and surface areas which detract from the overall experience with recommendations to solve
Employ a customer-first mindset in the establishment of all new data and analytics processes ensuring a great customer experience
Ensure campaign measurement issues and concerns are addressed and communicated effectively to business partners.
Risk Management
Ensure measurement reports meet governance and risk policies and identifying opportunities and solutions for continuous improvements
Authorities
Scope & Impact
Information Access - Authority to use and access confidential
information related to employee information, customer information,
product and financial information.
Direct impact / accountability to develop measurement processes, analytics, reports
Ownership and management of ongoing reporting for products, channels, contact
Cross Functional Relationships
This job requires the incumbent to interact with the following groups and/or processes in BMO FG and relevant external stakeholders:
Managers and Senior Managers of Line of Business including:
Analytics Centre of Excellence and all associated teams within
Customer Marketing
Finance and Treasury
Technology and Operations
P&C Distribution - Sales & Service Divisions and North American Contact Centres
Canadian P & C Product groups
Credit Risk
Operational Risk and Compliance
Commercial Banking
Knowledge & Skills (this section will also be loaded to myRecruiting)
Working Conditions
Knowledge
Degree in Business, Statistics, Quantitative methods, Math, Computer Science, or Marketing plus 3+ years of applicable experience.
Strong grounding in statistical techniques and the data and assumptions
Expert proficiency in SAS/SQL, Excel, PPT.
Demonstrated success providing consultative services that influenced positive change in business performance results
Experience in data visualization preferred.
Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Power BI
Strong communication skills (verbal & written); ability to provide concise, clear reporting, actionable analysis and presentations.
Ability to interact with all levels of end users and technical resources.
Ability to pull data from multiple sources and formulate comprehensive and actionable reports
Skills
Strong business communication and stakeholder management skills
Creative problem-solving skills
Demonstrated ability to learn and acquire new analytical techniques and skills as needed.
A ‘can-do’ attitude and passion for analytics including the insight and value it can provide.
All-around talent, you can think through a complex business problem and solve it.
Ability to manage priorities from and communicate with partners from a wide range of functions, including Data Science, Sales, Leads Management/Marketing, Finance, Product, Engineering and Senior Leadership.
Self-motivation and the capacity to work under pressure and tight deadlines.
Proven ability to self-check work to ensure results are error-free
Ability to plan, organize and work on multiple tasks simultaneously
Technical experience working in analytical software (SAS, SQL), and business software (Excel, PowerPoint, Word)
Salary:
$69,000.00 - $129,000.00
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.
