Analyst, Investment Banking, Equity-Linked Capital Markets

BMO•New York, NY

23h

About The Position

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. Identifies opportunities for increased efficiency and improved service to internal and external clients. Provides analytical findings to deal teams. Assist in preparing origination / marketing materials to pitch new transaction ideas to clients. You will be involved in the Equity-Linked Capital Markets coverage effort for a variety of corporate clients across industries and countries Understand the pricing of various convertible and derivative structures and help with the development of analysis tools Utilize financial analysis to proactively identify opportunities to cross-sell Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Researches and analyzes company and industry financial and operating information. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Participates in defining the communication plan designed to positively influence or change behaviour and develops tailored messaging Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

Typically between 1 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
An undergraduate degree with academic coursework in finance, economics, or accounting with outstanding academic achievement.
Financial analysis training and experience.
1+ years of successive relevant experience within investment and/or corporate banking.
Shows initiative, prioritizes work, multi-tasks effectively.
Excellent analytical skills to include business, financial, and credit analysis areas
Expertise in using financial computer applications and database management tools.
Skilled in creating statistical presentations.
Creative, insightful, and resourceful.
Strong interpersonal skills within a demanding team environment.
Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
Ability to work within a team in a fast-moving, results-driven environment
Ability to work independently and to take initiatives
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Nice To Haves

Derivatives background/experience helpful

Responsibilities

Collaborates to generate creative, client-focused solutions to prospective and current clients.
Develops written internal and external marketing on pitch material.
Supports deal teams in development, presentation, and winning mandates.
Seeks to develop an understanding of client needs and outcomes.
Provides materials to support an outstanding client experience.
Identifies opportunities for increased efficiency and improved service to internal and external clients.
Provides analytical findings to deal teams.
Assist in preparing origination / marketing materials to pitch new transaction ideas to clients.
You will be involved in the Equity-Linked Capital Markets coverage effort for a variety of corporate clients across industries and countries
Understand the pricing of various convertible and derivative structures and help with the development of analysis tools
Utilize financial analysis to proactively identify opportunities to cross-sell
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Researches and analyzes company and industry financial and operating information.
Applies technical concepts and understands implication of work to client/transaction.
Develops an understanding of and proficiency in using all required systems and models.
Participates in defining the communication plan designed to positively influence or change behaviour and develops tailored messaging
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.