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

BMO • Chicago, IL

16d • $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, initially focusing primarily on Interest Rates and secondarily on Foreign Exchange.

The role collaborates 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 position provides exposure to corporate treasury decision-making, financial markets, derivative products, and the end-to-end sales and transaction process.

This is a development-oriented opportunity for an analytical, commercially curious, detail-oriented candidate who is motivated to take on increasing client and transaction responsibility over time. Training and day-to-day mentorship support development in IR and FX markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement.

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 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 clear client materials.
• Coordinate with 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 internal coverage discussions.
• Maintain opportunity pipelines, client activity, next steps, and coverage metrics in applicable CRM and reporting tools; support senior marketers in prioritizing follow-ups and identifying actionable opportunities.
• Follow applicable policies, procedures, suitability standards, documentation requirements, internal controls, and regulatory expectations; use sound judgment, escalate questions appropriately, and safeguard client and bank information.
• Contribute to dashboards, reporting, data quality, workflow improvements, and strategic initiatives that improve coverage effectiveness and the client experience.
• Build proficiency in IR and FX markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement through training and mentorship.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be part of the total compensation package.

What This Job Offers

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