Manager, Data Analytics and Visualization

Application Deadline :

01 / 29 / 2026

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

Leverage Technology and Data to improve Quality and Performance of Analysis

Leadership and Relationship Management

Customer Experience

Risk Management

Authorities

Scope & Impact

Information Access - Authority to use and access confidential

information related to employee information, customer information,

product and financial information.

Cross Functional Relationships

This job requires the incumbent to interact with the following groups and / or processes in BMO FG and relevant external stakeholders :

Knowledge & Skills (this section will also be loaded to myRecruiting)

Working Conditions

Knowledge

Skills

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 :

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 .

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.