Analyst, Global Markets, U.S. Commercial FX and Interest Rate Sales

Bank of Montreal•Chicago, IL

15d•$110,000 - $120,000

About The Position

BMO Capital Markets is seeking a Global Markets Analyst for a client-focused role on the Global Markets U.S. Commercial FX Sales & Client Solutions team. The Analyst supports senior marketers advising U.S. Commercial Banking clients on financial risk management through derivative solutions, with an initial primary focus on interest rates and a secondary focus on foreign exchange. The position works closely with structuring and trading desks, Commercial Bankers, Treasury & Payments Solutions partners, and other internal stakeholders. The Analyst helps identify client exposures, develop tailored analyses and materials, support transaction pricing and execution, and contribute to a high-quality client experience. The role provides exposure to corporate treasury decision-making, financial markets, derivative products, and the end-to-end sales and transaction process. It is intended for a candidate who is analytical, commercially curious, detail-oriented, and motivated to take on increasing client and transaction responsibility over time. The role includes formal training and day-to-day mentorship to build proficiency in interest rate and FX markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement. The stated salary range is $110,000 to $120,000 USD. BMO’s total compensation may include performance-based incentives, discretionary bonuses, and other perks and rewards. Benefits mentioned include 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, particularly interest rates and foreign exchange.
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 across teams and functions.
Proficiency in Microsoft Excel and PowerPoint, with the ability to learn trading and CRM systems quickly.

Responsibilities

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