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About the Role

The Business Coordinator partners with Business Managers, Product Heads, and senior leadership to execute strategic initiatives, enhance decision-making through data-driven insights, and optimize business operations. This role acts as a trusted partner and key point of contact, combining operational excellence, analytical reporting, and business support to enable leaders to focus on strategic priorities.

Responsibilities

Provide high-quality operational and business support to select senior leaders within a designated product line, ensuring priorities are managed efficiently in a fast-paced, complex environment.
Convene and actively participate in high-level meetings; capture key decisions, document outcomes, track action items, and ensure timely follow-up with stakeholders.
Compile, analyze, and deliver recurring and ad-hoc management information reports using Excel and related data sources.
Identify trends, risks, and key insights to support business decision-making.
Develop polished PowerPoint presentations that clearly communicate performance metrics, business updates, and insights to senior leadership and broader stakeholders.
Partner with Business Managers to support reporting on business performance, initiatives, and operational metrics.
Manage expense processing for senior leaders, ensuring submissions are accurate, timely, and compliant with firm policy.
Review expenses with appropriate judgment and attention to detail, partner with Junior Sales Assistants on expense accuracy, and analyze expense trends to identify potential issues or cost-saving opportunities.
Support broader expense oversight through review of trends and data accuracy within SmartProcure dashboards.
Coordinate internal team and client events, including venue selection, logistics, catering, and entertainment.
Draft and distribute professional communications on behalf of product leaders to internal teams and key stakeholders, ensuring messaging is clear, timely, and aligned with business objectives.

Requirements

2–5 years of experience in a business coordination, administrative, analyst, or business support role, ideally within financial services or a fast‑paced corporate environment.
Strong ability to analyze data, identify trends, and produce management information reports with clear, insightful commentary.
Demonstrated experience building Excel-based analyses and creating executive-ready PowerPoint presentations.
Proven ability to manage multiple priorities, schedules, and deliverables across a complex business structure.
Excellent written and verbal communication skills, with the confidence to interact effectively across multiple levels of the organization.
Advanced proficiency in Microsoft Office (particularly Excel and PowerPoint), calendar management tools, STAR, and expense management systems.
Ability to anticipate issues, proactively identify solutions, and drive continuous improvement in processes and reporting.
Strong interpersonal skills and the ability to work effectively with senior leaders, team members, and partner functions across the organization.

Skills

Excel
PowerPoint
Data Analysis
Reporting
Meeting Coordination
Expense Management
Event Planning
Communication
Microsoft Office Suite
Calendar Management
STAR
Expense Management Systems

Location

151 W 42nd Street

Work Type

Salaried

Experience Level

2-5 years

Salary/Compensations

$100,000 USD

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.
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.

Equal Opportunity

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.