Analyst, Global Markets

Bank of Montreal•Chicago, IL

2d•$110,000

About The Position

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Work with and support a team that provides a markets-based suite of risk management solutions through derivative products to the bank’s U.S Commercial clients. The product suite will focus on solutions addressing both Interest Rate (“IR”) and Foreign Exchange (“FX”) needs. The team provides transactions to facilitate client requests along with identifying client needs and offering bespoke solutions that differentiate BMO from other organizations. This team interacts with internal stakeholders to build a harmonized strategy on risk management solutions while also working with external clients to present these solutions. As the team seeks out new opportunities with prospective clients there is the balance between maximizing profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes. Roles and responsibilities include: Executing trades on a full suite of IR and FX products in a fast-paced environment. Acts as the point person supporting senior leaders and marketers in the form of pitch and educational material, charts and graphs creation and any other tasks that need to be addressed. Responds to inquiries from clients or internal bankers in a professional and timely manner Ability to develop market knowledge in order to independently create marketing material that can be leveraged by the team. Provides support to both internal and external stakeholders for an outstanding client experience. Uses good judgement, speaks up with ideas when applicable and asks good questions. Ensure that all confirmations on trades are accurate and promptly delivered. All transactions must be recorded accurately and frequently reviewed for accuracy. Support the team, coordinate with bankers and clients on the onboarding process ensuring all regulatory requirements are addressed before clients are in position to execute trades. Communicates transaction details to clients and resolves settlement and notification requests. Able to work independently on a range of complex tasks, multi-task while managing multiple requests at the same time, is self-driven and is able to self-learn. Monitoring and managing a shared desk line while transferring and assisting client requests as needed. Is able to navigate through financial statements and financial reports in order to better serve client needs. Ability to take in information and provide thorough and well thought out solutions specific to client concerns. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Uses analytical skills and applies appropriate technical concepts to support client deliverables. Defines problems, collects data, establishes facts, and draws valid conclusions to maximize client profitability and retention. Responsible for learning and understanding the internal systems used for client trading and risk management monitoring Assist colleagues with the presentation of information to both internal and external stakeholders Responsible for understanding the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.). Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

Requirements

Between 1 - 3 years of relevant experience and/or post-secondary degree in related field of study or an equivalent combination of education and experience.
Degree in Accounting/Economics/Mathematics/Engineering/Finance, CFA would assist in the success of this role.
Strong interest and a passion in the Capital Markets
An understanding of structuring both IR and FX solutions would be an asset
Working knowledge of financial markets (interest rates, foreign exchange) with previous exposure to the financial markets and/or analysis gained through a combination of work and educational qualifications will be beneficial to the role.
Basic understanding of trading or sales procedures and broader regulatory and financial concepts.
Demonstrates solid deal/transaction execution and/or project management skills.
Technical proficiency gained through education and/or business experience.
Analytical and problem solving skills
A strong attention to detail and has a sense of urgency

Nice To Haves

Degree in Accounting/Economics/Mathematics/Engineering/Finance, CFA would assist in the success of this role.
An understanding of structuring both IR and FX solutions would be an asset
Working knowledge of financial markets (interest rates, foreign exchange) with previous exposure to the financial markets and/or analysis gained through a combination of work and educational qualifications will be beneficial to the role.

Responsibilities

Executing trades on a full suite of IR and FX products in a fast-paced environment.
Acts as the point person supporting senior leaders and marketers in the form of pitch and educational material, charts and graphs creation and any other tasks that need to be addressed.
Responds to inquiries from clients or internal bankers in a professional and timely manner
Ability to develop market knowledge in order to independently create marketing material that can be leveraged by the team.
Provides support to both internal and external stakeholders for an outstanding client experience.
Uses good judgement, speaks up with ideas when applicable and asks good questions.
Ensure that all confirmations on trades are accurate and promptly delivered.
All transactions must be recorded accurately and frequently reviewed for accuracy.
Support the team, coordinate with bankers and clients on the onboarding process ensuring all regulatory requirements are addressed before clients are in position to execute trades.
Communicates transaction details to clients and resolves settlement and notification requests.
Able to work independently on a range of complex tasks, multi-task while managing multiple requests at the same time, is self-driven and is able to self-learn.
Monitoring and managing a shared desk line while transferring and assisting client requests as needed.
Is able to navigate through financial statements and financial reports in order to better serve client needs.
Ability to take in information and provide thorough and well thought out solutions specific to client concerns.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Uses analytical skills and applies appropriate technical concepts to support client deliverables.
Defines problems, collects data, establishes facts, and draws valid conclusions to maximize client profitability and retention.
Responsible for learning and understanding the internal systems used for client trading and risk management monitoring
Assist colleagues with the presentation of information to both internal and external stakeholders
Responsible for understanding the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.