Analyst, Global Markets, FX and Interest Rate Solutions

Bank of Montreal•San Francisco, CA

14d

About The Position

BMO Capital Markets is seeking a Global Markets Analyst for a client-focused role within the Global Markets Corporate Sales and Structuring team. The Analyst supports senior marketers advising U.S. Commercial Banking corporate clients on financial risk management through derivative products, with a focus on foreign exchange and interest rate solutions. The role works closely with structuring and execution desks, Commercial Bankers, and Treasury & Payments Solutions partners. The Analyst helps identify client exposures, prepare tailored analyses and materials, support transaction execution, and maintain a high-quality client experience. The position offers direct exposure to corporate treasury decision-making, market dynamics, derivative pricing, and the end-to-end sales process. It is a development-oriented role for an analytical, commercially curious, detail-oriented candidate who wants to grow into greater client and transaction responsibility. The role builds proficiency in FX and interest rate markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement through formal training and daily mentorship. The salary range is $110,000 to $120,000 USD, subject to the candidate meeting the role’s skills, experience, education, and qualification requirements. Total compensation may include incentives, discretionary bonuses, and other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Requirements

Bachelor's degree in finance, economics, business, mathematics, engineering, data science, or a related field, or an equivalent combination of education and relevant experience.
0–2 years of relevant experience, including internships or early-career experience in capital markets, commercial banking, corporate treasury, risk management, consulting, or financial analysis.
Demonstrated interest in corporate risk management, financial markets, and derivative products across foreign exchange and interest rates.
Strong analytical and problem-solving skills, including comfort working with financial statements, market data, cash flows, pricing outputs, and scenario analysis.
Strong attention to detail and organizational skills, with the ability to manage multiple client requests, deadlines, and workstreams in a fast-paced environment.
Strong written and verbal communication skills, sound judgment, intellectual curiosity, and a collaborative, client-service mindset.
Ability to build effective relationships.

Responsibilities

Support senior Global Markets Advisors with client coverage, opportunity development, pitch preparation, pricing, execution, and post-trade follow-up for FX and interest rate derivative solutions.
Review client financial statements, debt profiles, cash flows, international operations, transaction activity, and other information to help identify exposures and potential hedging needs.
Monitor macroeconomic developments and prepare concise market updates, scenario analyses, and client-specific observations.
Assist in evaluating and presenting derivative strategies, including FX forwards, swaps and options, and interest rate swaps, caps, floors, collars, and other approved solutions.
Help explain product mechanics, economics, risks, and trade-offs in clear client materials.
Coordinate with structuring, trading, credit, legal, onboarding, operations, and risk partners to obtain pricing, prepare transaction materials, validate key economics, and support accurate, timely execution.
Create and maintain pitch books, market updates, exposure analyses, pricing summaries, term sheets, and other marketing materials for client meetings and banker discussions.
Maintain accurate opportunity pipelines, client activity, next steps, and coverage metrics in applicable CRM and reporting tools; help senior marketers prioritize follow-ups and identify actionable opportunities.
Follow applicable policies, procedures, suitability standards, documentation requirements, internal controls, and regulatory expectations; escalate questions appropriately and protect client and bank information.
Contribute to dashboards, reporting, data quality, workflow improvements, and strategic initiatives that improve coverage effectiveness and the client experience.
Develop proficiency in FX and interest rate markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement through training and mentorship.