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About the Role

As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts play a critical role in the transaction team.

Responsibilities

• Running valuation analyses
• Performing complex financial modeling
• Conducting industry and company research and analysis
• Developing client presentations
• Writing internal and external marketing memoranda
• Performing other tasks supporting client relationships and business development
• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Completes quality reports/analyses.
• Researches and analyzes company and industry financial and operating information.
• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

• Enrolled in an undergraduate degree program, graduating in December 2026 or Spring 2027
• An undergraduate degree in finance, math, accounting, engineering, economics, statistics
• A minimum cGPA of 3.4/4.0
• Outstanding academic achievement, leadership experience and peer recognition
• Demonstrated leadership attributes in work, school, or community
• Excellent analytical skills in business, financial and credit analysis areas
• Strong interpersonal skills used within a demanding team environment
• Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner
• Demonstrated proactivity, resiliency, and an unfailingly positive attitude
• Excellent capacity to independently function as part of a team through self-motivation
• Strong work ethic and a high level of integrity
• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• Financial analysis training and experience.
• 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.
• Highly skilled in building complex financial models.
• Expertise in financial computer applications and database management tools.
• Skilled in creating statistical presentations.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Skills

• Accounting
• Valuation
• Modeling
• Pitch book development
• Financial modeling
• Valuation analyses
• Industry and company research and analysis
• Client presentations
• Marketing memoranda
• Client relationships
• Business development
• Financial analysis
• Credit analysis
• Interpersonal skills
• Team environment
• Project management
• Proactivity
• Resiliency
• Positive attitude
• Self-motivation
• Work ethic
• Integrity
• Building complex financial models
• Financial computer applications
• Database management tools
• Statistical presentations
• Verbal communication
• Written communication
• Collaboration
• Teamwork
• Analytical skills
• Problem solving
• Influence skills

Location

• 100 King Street West

Work Type

• Full-time

Experience Level

• 3 - 5 years
• 0 - 3 years

Education Level

• Undergraduate degree

Salary/Compensations

• $100,000

Benefits

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

About the Company

• BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading.
• BMO Capital Markets has over 2,700 professionals in 30 locations around the world, including 20 offices in North America.
• BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US $1.045 trillion total assets and approximately 53,000 employees as of April 30, 2025.
• 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.

Equal Opportunity

• 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.