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About the Role

BMO’s Financial Institutions Group (FIG) is hiring an Analyst to join its Insurance Investment Banking team in New York. You will provide deep insurance industry sector expertise, innovative thinking, and world-class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. You will collaborate to generate creative, client-focused solutions for prospective and current clients.

Responsibilities

Participate in deal teams to develop, present, and win mandates for new opportunities.
Create pitch books for clients regarding financial solutions and participate in client presentations.
Monitor clients, client industries, and regulatory agencies for potential changes impacting client portfolios and business needs.
Review and continually monitor the performance of existing accounts and client relationships.
Conduct due diligence, including client visits, business model analysis, and comprehensive review of industry trends and related regulations.
Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
Build effective relationships with internal and external stakeholders.
Generate updated financial models/analyses as dictated by business needs and industry requirements.
Create financial models to analyze client portfolios and anticipate client needs.
Apply appropriate technical concepts and complete/lead consistent and reliable technical and financial reports/analyses to support client deliverables.
Understand the complexity of transactions and related risks (e.g., credit, market, operational, legal/compliance).
Deliver financial modeling to support strategic recommendations to clients.
Balance the Bank's risk appetite with client needs when making recommendations/proposals.

Requirements

Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement.
Interest or experience in FIG is desired.
0-3 years of relevant work experience in investment banking is preferred.
Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment.
Detail-oriented with strong analytical abilities.
Deep, sophisticated understanding of accounting and finance.
Excellent mathematical, written/verbal communication, and computer skills.
Sound and professional judgment.
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.

Skills

Insurance industry sector expertise
Innovative thinking
Team-based approach
World-class execution
Capital Markets platform
Sector ecosystem approach
Financial modeling
Client relationship management
Due diligence
Strategic initiative execution
Stakeholder relationship building
Financial analysis
Risk assessment

Location

New York

Work Type

Salaried
Full-time

Experience Level

0-3 years

Education Level

Bachelor's degree

Salary/Compensations

USD110,000- USD$135,000

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

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 http://jobs.bmo.com/us/en

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.