Analyst, Investment Banking

BMO • New York, NY

1d

About The Position

The Analyst, Investment Banking role provides industry-sector expertise, innovative thinking, and execution across a full suite of products through an integrated Capital Markets platform. The position collaborates with teams to develop client-focused solutions, win mandates, prepare and present pitch books, and support strategic initiatives. It manages and monitors client relationships and portfolios, conducts due diligence and industry analysis, builds financial models, identifies client needs and cross-selling opportunities, and delivers analysis to support recommendations and client deliverables. The role also supports process improvement, coordinates internal and external stakeholders, and provides direction, feedback, development, and mentoring to Analysts. The position requires sound risk-informed decisions and adherence to applicable policies, controls, laws, and regulations.

Requirements

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field, 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.
• Demonstrated 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 preferred.

Responsibilities

• Collaborate to generate creative, client-focused solutions for prospective and current clients.
• Participate in deal teams to develop, present, and win mandates for new opportunities.
• Create pitch books covering financial solutions and participate in presenting them 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 increased client responsibility.
• Review and continually monitor the performance of existing accounts 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 improve efficiency and service for internal and external clients.
• Provide analytical findings to deal teams.
• Support strategic initiatives in collaboration with internal and external stakeholders, build effective relationships, and ensure stakeholder alignment.
• Create and update financial models and analyses to assess client portfolios, anticipate client needs, and identify cross-selling opportunities.
• Analyze industry compilations and produce reliable technical and financial reports and analyses for client deliverables.
• Assess transaction complexity and related credit, market, operational, legal, and compliance risks.
• Provide feedback and support continuous improvement; integrate information from multiple sources to improve processes, analysis, and reporting.
• Provide direction and feedback to Analysts and support their development and mentoring.
• Deliver financial modeling to support strategic recommendations to clients.
• Consider risk, internal controls, and compliance in day-to-day work and follow applicable policies and procedures.
• Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy, approved risk appetite, and applicable requirements.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in total compensation.

What This Job Offers

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