Analyst, Financial Institutions Group (FIG) - Investment Banking at BMO | New York, NY, USA | Rezi

Analyst, Financial Institutions Group (FIG) - Investment Banking at BMO

Analyst, Financial Institutions Group (FIG) - Investment Banking

BMO · New York, NY, USA

3 weeks ago

Analyst, Financial Institutions Group (FIG) - Investment Banking

BMO · New York, NY, USA

a month ago
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About the Role

Provides deep industry sector expertise, innovative thinking, and world-class execution through an integrated Capital Markets platform using a sector ecosystem approach to collaborate on creative, client-focused solutions for prospective and current clients.

Responsibilities

  • Develops written internal and external marketing and pitch material.
  • Supports deal teams in development, presentation, and winning mandates.
  • Seeks to understand client needs and outcomes.
  • Provides materials to support an outstanding client experience.
  • Identifies opportunities for increased efficiency and improved service.
  • Provides analytical findings to deal teams.
  • Supports the execution of strategic initiatives.
  • Builds effective relationships with internal and external stakeholders.
  • Ensures alignment between stakeholders.
  • Researches and analyzes company and industry financial and operating information.
  • Performs complex financial modeling and runs valuation analysis.
  • Creates statistical exhibits and financial performance trend analysis for client presentations.
  • Prepares industry compilations.
  • Completes quality reports and analyses.
  • Applies technical concepts and understands the implication of work to clients/transactions.
  • Develops proficiency in using all required systems and models.
  • Defines communication plans to influence behavior, develops tailored messaging, and identifies appropriate distribution channels.
  • Provides feedback and supports continuous improvement opportunities.
  • Integrates information from multiple sources for efficiency, analysis, and reporting.
  • Delivers financial modeling to support strategic recommendations to clients.
  • Considers risk, internal controls, and compliance, and adheres to policies and procedures.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Takes measured risks while protecting the bank by applying the Risk Management Framework, making sound and risk-informed decisions.

Requirements

  • Typically between 3-5 years of relevant experience.
  • Post-secondary degree in a related field of study or equivalent combination of education and experience.
  • Undergraduate degree with academic coursework in finance, economics, or accounting with outstanding academic achievement.
  • Financial analysis training and experience.
  • 0-3 years of successive relevant experience within investment and/or corporate banking.
  • Shows initiative, prioritizes work, and multi-tasks effectively.
  • Highly skilled in building complex financial models.
  • Expertise in using financial computer applications and database management tools.
  • Skilled in creating statistical presentations.
  • Creative, insightful, and resourceful.
  • Strong interpersonal skills within a demanding team environment.
  • Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
  • Works independently within a team environment.
  • Specialized knowledge from education and/or business experience.
  • In-depth verbal and written communication skills.
  • In-depth collaboration and team skills.
  • In-depth analytical and problem-solving skills.
  • In-depth influence skills.

Skills

  • Financial modeling
  • Valuation analysis
  • Statistical analysis
  • Financial analysis
  • Database management
  • Communication
  • Collaboration
  • Problem-solving
  • Influence

Location

  • 151 W 42nd Street

Work Type

  • Salaried
  • Full-time

Experience Level

  • 3-5 years
  • 0-3 years

Education Level

  • Post-secondary degree
  • Undergraduate degree in finance, economics, or accounting

Salary/Compensations

  • USD110,000- USD$135,000

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

About the Company

  • BMO Financial Group is driven by a shared Purpose: Boldly Grow the Good in business and life.
  • We create lasting, positive change for our customers, our communities, and our people.
  • 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 support you with the tools and resources you need to reach new milestones.
  • BMO is a leading bank focused on building, investing, and transforming how we work to drive performance and continue growing the good.
  • We are fueling growth and expanding possibilities for individuals, families, and businesses.
  • More than 12 million customers count on us for personal and commercial banking, wealth management, and investment services.
  • As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers.

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.