The Senior Analyst, Portfolio Strategy is accountable for supporting the Corporate Real Estate (CRE) Strategy team in project development, planning and business case development to support multiple Canadian office strategies.
The incumbent is accountable for supporting office portfolio strategies across the enterprise by delivering accurate and timely analysis, performing financial scenario modelling, developing timelines, identifying risks and proposing recommendations. The incumbent must establish an understanding of business growth projections and business strategy to offer constructive advice and options to proactively address real estate needs. They must also work with other team members across CRE and other BMO functional groups to ensure alignment of occupancy planning, design standards, technology requirements and feedback from relationship managers to compliment the proposed strategies.
1. Project Initiation
Responsible to assess the high level rationale of initiatives that support multiple major and minor Canadian office projects.
Responsible to identify and engage all appropriate stakeholders.
Develop the business case, validate assumptions and align rational against BMO’s overall office portfolio strategy
Identify high-level budgets, costs and timelines for initiatives
Obtain preliminary funding approval as per BMO’s project approval process
2. Project Planning
Define the project scope and identify potential impacts business partners
Define the implementation approach required to manage change and minimize unfavorable impact
Conduct workplace design assessments, quantitative analysis, design feasibility and drawing assessments
Define options and recommendation for Clients/Business Partners.
Create the project team by identifying the resources, stakeholders and project support as required.
Create initial project documents such as project charter, presentation material, detailed business case, qualitative / quantitative analysis and create initial project deliverables such as budget and timelines.
Manage the scope, budget, funding and timelines sign-off for the initiatives as well as the sign off and approvals of the drawings and design prior to implementation.
Develop the communication and change management strategies.
Ensure the governance and compliance of the BMO office design principles are met.
Resolve conflicts with Business Partners and various stakeholders as it relates to the design and planning of office space.
3. Governance and processes
Define and implement the governance framework as it relates to BMO’s office and corporate design and implementation standards
Keep apprised of current industry corporate office design standards and trends to achieve CRE’s stated strategic objective of being “best in class”.
Benchmark project costs and space utilization to ensure best value for BMO through the optimization of leased and owned premises.
Define and ensure compliance to sustainability guidelines
4. Relationship Management
Develop and maintain a close working relationship with the Line of Business (LOB) representative to ensure cost effective, value-added services are provided.
Develop and maintain relationships with LOB executives and develop understanding of LOB business strategy in order to meet client goals
Maintain a close working relationship with internal stakeholders to ensure the initial planning and design phases are defined and fulfilling the requirements of the clients and project objectives.
Consistently manage stakeholder expectations and negotiates with project stakeholders to determine most accurate and appropriate definition of project scope and schedule
Working knowledge of project management, project planning, business case development, establishing scope and developing budgets
Working knowledge of architectural drawings and specifications
Strong strategic thinking
Solid project management skills
Ability to develop financial models and apply corporate accounting standards
Strong time management skills with the ability to manage multiple projects as required with minimal oversight
Solid analytical thinking; including the ability to present options in a clear, concise manner
Solid problem solving skills
Solid relationship management and interpersonal skills with the ability to effectively work with a diverse group
Solid influencing skills
Solid written and verbal communication skills
Excellent presentation skills
Solid business acumen
Fully proficient in related computer applications (MS Outlook, Word, Excel, PowerPoint, Project, Visio)
We’re here to help
At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
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://bmocareers.com .
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.