Balance Sheet Management Manager

Application Deadline:

10/04/2026

Address:

100 King Street West

Job Family Group:

Finance & Accounting

As the Balance Sheet Management (BSM) Manager you will:

• Provide daily support for the management of the Banks linear and non-linear IRR position.
• Ongoing monitoring and analysis of both markets and expected changes in the balance sheet exposure.
• Provide support for the management of the Banks' cash position and investment portfolio.
• Perform ad-hoc analytics to identify opportunities to optimize portfolio returns.
• Contribute to the development of enhanced tools to better manage optionality within the balance sheet.
• Assist in the execution process of Fixed Income products and Interest Rate Derivative.
• Support the tracking of exposures versus risk limits.
• Work with the BSM team on new initiatives.
• Supports the short- and long-term management of the Bank's structural balance sheet and supplemental liquidity portfolio. Executes a management framework that optimizes structural market risk exposures due to interest rate and foreign exchange changes over both the short- and long-term. Develops cost-effective hedging strategies that optimize risk-return. Maintains knowledge of regulatory requirements and developments, monitors risk, and identifies and corrects possible gaps and weaknesses. Identifies and recommends actions based on market trends and regulatory developments.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Acts as a trusted advisor to assigned business/group.
• Collaborates with stakeholders to advise on management of interest rate, funding, and foreign exchange implications relating to funding and/or new product initiatives.
• Influences and negotiates to achieve business objectives.
• Recommends strategies for structural market risk positioning, hedging, and supplemental portfolio management based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends in the market environment and market risk; recommends changes to strategies, programs , and plans to mitigate emerging risks.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Breaks down strategic problems, and analyses data and information to provide balance sheet management related insights and recommendations.
• Monitors and tracks balance sheet performance / structural drivers' performance, and addresses any issues.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Leads in the design, implementation and management of core business/group processes.
• 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.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Supports development of corporate standards, operating principles, and guidelines in conjunction with market risk, business, and finance stakeholders.
• Analyzes data and information to provide insights and recommendations.
• Monitors market and regulatory developments to assess impacts to strategies, programs, and plans.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the design and implementation of specialized risk management technologies to improve processes, enhance analysis, and/or streamline reporting (e.g. daily risk capture, mismatch and basis risk analytics, and management).
• Participates in the design, implementation, and management of core business/group processes.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles no