Analyst, Financial Institutions Group (FIG) - Investment Banking

BMO • New York, NY

5d • $110,000 - $135,000

About The Position

The Analyst in the Financial Institutions Group (FIG) supports investment banking and Capital Markets work through industry expertise, analytical findings, financial modeling, valuation analysis, and client-focused materials. The role contributes to deal teams’ development and presentation of proposals and their efforts to win mandates, while helping understand client needs and deliver an outstanding client experience.

The position researches company and industry financial and operating information, prepares industry compilations and quality reports, and creates statistical exhibits and financial performance analyses for client presentations. It supports strategic recommendations and initiatives, collaborates with internal and external stakeholders, and identifies opportunities to improve efficiency, service, analysis, and reporting. The role also applies risk management, internal controls, compliance, and relevant policies in day-to-day work.

Requirements

• Post-secondary degree in a related field of study, or an equivalent combination of education and experience.
• Undergraduate degree with academic coursework in finance, economics, or accounting and outstanding academic achievement.
• Typically 3–5 years of relevant experience, as stated in the general qualifications.
• 0–3 years of successive relevant experience within investment and/or corporate banking, as stated in the specific qualifications.
• Financial analysis training and experience.
• Highly skilled in building complex financial models.
• Expertise with financial computer applications and database management tools.
• Skill in creating statistical presentations.
• Strong ability to review and assess detailed information daily across multiple projects in an organized manner.
• Ability to work independently within a team environment.
• Specialized knowledge gained through education and/or business experience.
• In-depth verbal and written communication skills.
• In-depth collaboration and teamwork skills.
• In-depth analytical and problem-solving skills.
• In-depth influence skills.
• Initiative, effective prioritization, and ability to multitask.
• Creative, insightful, and resourceful approach.
• Strong interpersonal skills in a demanding team environment.

Responsibilities

• Collaborate to develop creative, client-focused solutions for prospective and current clients.
• Develop written internal and external marketing and pitch materials.
• Support deal teams in developing and presenting proposals and winning mandates.
• Develop an understanding of client needs and desired outcomes, and provide materials that support an outstanding client experience.
• Identify opportunities to increase efficiency and improve service to internal and external clients.
• Provide analytical findings to deal teams.
• Support strategic initiatives in collaboration with internal and external stakeholders, building effective relationships and ensuring stakeholder alignment.
• Research and analyze company and industry financial and operating information.
• Perform complex financial modeling and valuation analysis for client and industry evaluations.
• Create statistical exhibits and analyze financial performance trends for client presentations.
• Prepare industry compilations and complete quality reports and analyses.
• Apply technical concepts and understand the implications of work for clients and transactions.
• Develop proficiency in required systems and models.
• Participate in defining communication plans, developing tailored messaging, and identifying appropriate distribution channels.
• Provide feedback and support continuous improvement opportunities.
• Integrate information from multiple sources to improve processes, analysis, and reporting.
• Deliver financial modeling to support strategic recommendations to clients.
• Consider risk, internal controls, and compliance in day-to-day responsibilities and adhere to applicable policies and procedures.
• Make sound, risk-informed decisions in accordance with the Risk Management Framework, Risk Culture, approved Risk Appetite, business strategy, policies, laws, and regulations.
• Exercise judgment to identify, diagnose, and solve problems within established rules; think creatively and propose solutions.
• Provide feedback and take on broader work or accountabilities as needed.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in total compensation
• Other perks and rewards may be included in total compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level