Analyst, Financial Institutions Group (FIG) - Investment Banking

Position Overview

This role offers a salary range between USD 110,000 and USD 135,000, contingent upon the candidate's qualifications including skills, experience, education, and credentials. The position involves delivering sector-specific expertise combined with innovative, collaborative team efforts to execute a comprehensive range of capital market products using an integrated approach focused on sector ecosystems.

Key Responsibilities

• Develop and refine written marketing materials for internal and external pitch presentations.
• Assist deal teams in preparing proposals, presentations, and securing mandates.
• Gain insight into client needs and desired business outcomes to enhance service delivery.
• Provide supportive documentation to ensure exceptional client service experiences.
• Identify areas for improving efficiency and delivering better services to both internal and external partners.
• Contribute analytical insights to support deal teams’ decision-making processes.
• Collaborate with stakeholders on executing strategic initiatives.
• Establish and maintain effective relationships with internal and external stakeholders, ensuring alignment of objectives.
• Conduct thorough research and analysis of company and industry financial and operational data.
• Perform advanced financial modeling and valuation analyses pertinent to client and sector evaluations.
• Create statistical reports and analyze financial trends for presentation purposes.
• Compile industry data and complete high-quality report generation and analysis.
• Apply technical expertise to understand the implications of work on client transactions and projects.
• Acquire proficiency in utilizing required systems and financial models.
• Assist in developing communication strategies, customized messaging, and select distribution channels to influence desired behaviors.
• Support continuous improvement by giving feedback on processes and methodologies.
• Integrate diverse data sources for enhanced analysis, streamlined processes, and reporting efficiency.
• Prepare financial models to underpin strategic recommendations to clients.
• Incorporate risk management, internal controls, and compliance considerations into daily tasks, adhering strictly to relevant policies and procedures.
• Focus predominantly on designated business groups or sectors.
• Exercise creativity in proposing new solutions and demonstrate independent judgment to identify and solve problems within established guidelines.
• Apply measured risk-taking consistent with the Risk Management Framework to protect the bank’s interests and comply with laws, regulations, and internal policies.

Qualifications and Experience

• Typically requires between 3 and 5 years of relevant experience paired with a post-secondary degree in a related field or an equivalent combination of education and experience.
• Undergraduate degree with academic focus in finance, economics, or accounting, accompanied by strong academic achievements.
• Training and expertise in financial analysis.
• Between 0 to 3 years of consecutive relevant experience in investment or corporate banking.
• Demonstrated initiative, strong prioritization, and effective multitasking capabilities.
• High proficiency in constructing complex financial models.
• Expertise with financial software applications and database management systems.
• Ability to develop statistical presentations.
• Creative, insightful, and resourceful approach to work challenges.
• Strong interpersonal skills suitable for demanding team settings.
• Highly organized in reviewing and assessing detailed information across multiple projects.
• Ability to work independently within team environments.
• Possesses specialized knowledge through education or professional experience.
• Excellent verbal and written communication skills.
• Advanced collaboration, analytical, problem-solving, and influencing skills.

Compensation and Benefits

This salaried role offers a pay range indicative of the position at BMO Financial Group, which may vary based on location, skills, experience, qualifications, and other factors. For part-time employment, salary is prorated based on hours worked. Compensation may include performance incentives, discretionary bonuses, and a comprehensive benefits package encompassing health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

BMO is driven by a purpose to create positive, sustainable impact for clients, communities, and employees. The team is supported with resources, training, coaching, and networking opportunities to encourage growth and achievement from day one.

Inclusion and Accessibility

BMO is an equal opportunity employer committed to diversity and inclusion, considering applicants without discrimination and providing reasonable accommodations for disabilities throughout the recruitment process.

Recruitment Notice

BMO does not accept unsolicited resumes and requires valid written agreements with recruiting agencies to submit candidates’ information.