BMO Capital Markets New Grad 2027 Corporate Banking Analyst, Global Trade - Toronto

BMO•Toronto, ON

3d•CA$80,000•Onsite

About The Position

The Sales Analyst role is the sales support role within the Global Trade Finance line of business, accountable to provide support to Sales Professionals in ultimate support of the end client. The role is responsible for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre and post sales activities such as document completion, requests for information and presentation collateral. This role is accountable for providing the coordination of trade finance client onboarding, financial transaction set-up and providing exceptional customer service to our clients. Providing exceptional customer service to Global Trade Finance clients. Aiding the Global Trade team in sales prep such as: client research, account metrics, deck drafts and prospect/client files in planning client/prospect meetings Compile pre-call and post call information packages for appropriate client analysis, ensuring the global trade team has the information necessary to be knowledgeable about the clients/prospects business and needs. Complete due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations. Acts as the day-to-day sales support for sales related questions such as product information, pricing, and execution requirements. Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Identifies opportunities for increased efficiency and improved service to internal and external clients. Responsible for timely execution as committed to the client. Ensures once completed, the client is provided with all required documentation. Exercises judgment to identify, diagnose, and solve problems within given rules.

Requirements

Currently enrolled in an undergraduate or Master’s degree program with a graduation date of December 2026 or Spring 2027
A minimum GPA of 3.4/4.0
Outstanding academic, achievement and peer recognition
Demonstrated leadership in extracurricular activities
Strong financial analysis and modeling skills
Proficient in Word/Excel/PowerPoint
Effective written and verbal communication skills are essential for presenting and writing reports
Detail oriented, demonstrates initiative, prioritizes work, multi-tasks effectively
Highly motivated, fast learner, able to work with limited supervision and adapt to frequent market, systems, and process changes
Strong interpersonal skills; collaborative and team player able to work effectively in small groups
Knowledgeable in the principles of finance and the financial markets
Comfortable working in a fast-paced environment
Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.
Has financial analysis training and experience.
Has up to 3 years of relevant experience within investment and/or corporate banking unit.
Excellent analytical skills.
Highly skilled in building complex financial models.
Expertise in financial computer applications and database management tools.
Skilled in creating statistical presentations.
Specialized knowledge from education and/or business experience.
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

Previous banking or credit risk management experience an asset.

Responsibilities

Provide support to Sales Professionals in ultimate support of the end client.
Deliver effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions.
Provide support for pre and post sales activities such as document completion, requests for information and presentation collateral.
Provide the coordination of trade finance client onboarding, financial transaction set-up and providing exceptional customer service to our clients.
Aid the Global Trade team in sales prep such as: client research, account metrics, deck drafts and prospect/client files in planning client/prospect meetings.
Compile pre-call and post call information packages for appropriate client analysis.
Complete due diligence and credit analysis on new and existing client relationships.
Act as the day-to-day sales support for sales related questions such as product information, pricing, and execution requirements.
Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Identify opportunities for increased efficiency and improved service to internal and external clients.
Ensure timely execution as committed to the client and provide all required documentation upon completion.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Support the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships.
Provide lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products.
Cross sell Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients.
Provide ongoing management of the lending portfolio.
Develop written internal and external marketing pitch material.
Support deal teams in development, presentation, and winning mandates.
Review and assist in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
Seek to develop an understanding of client needs and outcomes.
Provide analytical findings to deal teams.
Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
Build effective relationships with internal/external stakeholders.
Ensure alignment between stakeholders.
Research and analyze financial and operating information relating to companies and industries.
Perform complex financial modeling and run valuation analysis as part of client/ industry evaluations.
Create statistical exhibits and trend analysis of financial performance for client presentations.
Prepare industry compilations.
Complete quality reports/analyses.
Apply technical concepts and understand implication of work to client/transaction.
Develop an understanding of and proficiency in using all required systems and models.
Provide feedback on, and, support continuous improvement opportunities.
Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Consider risk, internal controls and compliance as part of day-to-day accountabilities and adhere to policies and procedures.
Think creatively and propose new solutions.
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.