Analyst, Investment Banking

Bank of Montreal • New York, NY

9h

About The Position

The Investment Banking Analyst provides industry expertise and innovative, team-based execution across BMO’s Capital Markets platform. The role develops client-focused financial solutions, contributes to winning and executing mandates, and supports strategic recommendations through financial modeling and analysis. It directly manages a diverse portfolio of private and middle-market companies, with increasing client responsibility over time. The Analyst monitors client and industry developments, assesses risks and opportunities, and works with internal and external stakeholders to improve client service and deliver strategic initiatives. The position also provides guidance and mentoring to Analysts and incorporates risk management, internal controls, and compliance into day-to-day work.

This role typically requires 4–6 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. The posting also specifies an undergraduate degree with coursework in finance, economics, or accounting and outstanding academic achievement, along with 3+ years of investment banking or valuation experience at a financial analyst level. An MBA is preferred. The stated base salary is $200,000 USD; total compensation may also include incentives, discretionary bonuses, and other rewards.

Requirements

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
• Undergraduate degree with academic coursework in finance, economics, or accounting and outstanding academic achievement.
• At least 3 years of investment banking or valuation experience at a financial analyst level.
• Knowledge of capital markets, investment banking products, and applicable regulations.
• Credit analysis experience or understanding.
• Good knowledge of organizational portfolio management policies and objectives.
• Solid deal or transaction execution and/or project management skills.
• Exceptional quantitative analytics, financial modeling, and credit analysis skills.
• Expertise in financial computer applications and database management tools.
• Technical proficiency gained through education and/or business experience.
• In-depth verbal and written communication skills.
• In-depth collaboration and teamwork skills.
• In-depth analytical and problem-solving skills.
• In-depth influence skills.
• In-depth data-driven decision-making skills.

Nice To Haves

• MBA degree.

Responsibilities

• Collaborate with deal teams to develop, present, and win mandates for new opportunities.
• Create pitch books and participate in presenting financial solutions to clients.
• Monitor clients, their industries, and regulatory agencies for changes that may affect client portfolios and business needs.
• Initiate contact with partners to support new client sales.
• Manage a diverse portfolio of private and middle-market companies, progressing toward increasing client responsibility.
• Review and continually monitor account performance and client relationships.
• Conduct due diligence, including client visits, business model analysis, and reviews of industry trends and related regulations.
• Identify opportunities to diversify client portfolios and cross-sell services.
• Identify opportunities to improve efficiency and service for internal and external clients.
• Provide analytical findings to deal teams and support strategic initiatives with internal and external stakeholders.
• Build effective stakeholder relationships and ensure alignment among stakeholders.
• Create and update financial models and analyses to assess client portfolios, anticipate client needs, and support strategic recommendations.
• Analyze industry compilations and produce reliable technical and financial reports and analyses for client deliverables.
• Assess transaction complexity and related credit, market, operational, and legal/compliance risks.
• Integrate information from multiple sources to improve processes, analysis, and reporting.
• Provide direction and feedback to Analysts and support their development and mentoring.
• Consider risk, internal controls, and compliance in day-to-day work; follow applicable policies, laws, and regulations.
• Apply the Risk Management Framework and make sound, risk-informed decisions consistent with business strategy and approved risk appetite.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives may be included in total compensation.
• Discretionary bonuses and other perks and rewards may be included in total compensation.
• Training and coaching, manager support, and network-building opportunities

What This Job Offers

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