Catalyst Analyst - Global Markets, New York

BMO•New York, NY

About The Position

The Catalyst Analyst role is an entry-level position designed to provide hands-on exposure to the dynamic environment of Global Markets. This role is a blend of business engagement and operational support, offering candidates a unique opportunity to contribute to client-focused projects while building a strong foundation in sales and trading. Over the course of a two-year program, Catalyst Analysts will rotate through multiple business lines, gaining direct exposure to financial markets, client interactions, and desk operations, while preparing for a transition into the Global Markets Analyst Program (GMAP). Catalyst Analysts will be expected to obtain their Series 7 and 63 licenses within six months of joining the program. This role is intended to be a two-year development position, with the expectation that successful candidates will join our GMAP class upon completion of the rotations.

Requirements

Bachelor’s degree in finance, business, economics, or a related field.
Strong analytical and organizational skills, with the ability to manage competing priorities in a fast-paced environments.
Excellent verbal and written communication skills for effective collaboration with clients and team members.
Willingness to rotate through multiple business groups and adapt quickly to new challenges.
Demonstrated interest in financial markets and a desire to build a career in sales, trading, or market analysis.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) with an eagerness to learn specialized software tools.
A commitment to obtaining Series 7 and 63 licenses within the first six months.

Responsibilities

Market Exposure: Participate in real-time sales and trading activities by working alongside senior team members to support the business and analyze market trends. Develop a deep understanding of financial markets and client strategies.
Client Interaction Support: Assist in preparing materials for client meetings, ensuring all relevant data and analysis are ready to deliver impactful presentations. Engage with clients on logistical coordination and post-meeting follow-ups.
Desk Collaboration: Actively contribute to desk initiatives by shadowing and supporting team members in sales, trading, and client interactions. Provide insights and solutions for improving desk efficiency and productivity.
Administrative Support: Manage travel arrangements and expense submissions to ensure seamless operations, allowing senior team members to focus on business growth. Maintain precision and timeliness in administrative tasks.
Development & Training: Participate in structured training programs on market products, trading strategies, and client engagement. Build technical and soft skills to enhance readiness for GMAP transition.
Series 7 and 63 Preparation: Dedicate time to studying for and passing the required licensing exams within six months of onboarding, a critical milestone for advancing in the program.
Strategic Projects: Collaborate on ad hoc projects that contribute to business growth, including data analysis, process improvements, and supporting strategic initiatives.