BMO Capital Markets New Grad 2027 Global Markets Analyst Rotational Program

BMO•Toronto, ON

3d•CA$100,000•Onsite

About The Position

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30 locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US $1.045 trillion total assets and approximately 53,000 employees as of April 30, 2025. Global Markets We offer research and access to global markets for institutional, corporate, and retail clients through an integrated suite of sales and trading solutions that include debt, foreign exchange, credit, equity, securitization, and commodities. Program Overview: Sales & Trading Analysts and Associates work in the Global Markets Group of BMO Capital Markets, comprising Global Fixed Income, Currency and Commodities (FICC), Global Equities and Financing Solutions (GEFS), Cross Asset Solutions (CAS) and Global Markets Engineering serving our corporate, institutional and government clients. There is a defined onboarding/training program supported by continuous professional development throughout the program. Our new grad program is competitive, hosting three 2 week rotational opportunities. After completion, you will be placed full time into an area of suitability giving you an opportunity to build in-depth skills.

Requirements

Currently enrolled in an undergraduate or Master’s degree program graduating in December 2026 or Spring 2027
Strong academic record and extracurricular achievement
Demonstrated interest in and knowledge of financial markets
General knowledge of financial strategy / accounting / economic / capital management principles
Excellent research and analytical skills, able to collect, analyze and interpret data
Experience in numerical and data analysis
Detail and results orientated
Strong interpersonal skills used within a demanding team environment
Demonstrated proactivity, resiliency, positive attitude and high motivation
Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner
Excellent written and oral communication skills
Strong work ethic and a high level of professional integrity
Excellent data manipulation/Excel/spreadsheet skills including VBA
Experience accessing data streams, such as Bloomberg
Database experience helpful (SQL, Oracle)
Coding, programming is always an asset!
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Familiarity with institutional equity markets.
Series 7, 63 licenses.
Able to read, analyze, and interpret general business periodicals, investment and financial reports.
Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired.
I-Star familiarity.
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

Database experience helpful (SQL, Oracle)
Coding, programming is always an asset!
Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired.
I-Star familiarity.

Responsibilities

Performing a variety of analytical and administrative tasks as assigned.
Developing presentation materials using MS PowerPoint and MS Excel.
Fielding client phone inquiries and providing other client contact support as necessary.
Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients.
Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities.
Provides competitive pricing to all clients and seeks out new opportunities with prospective clients.
Maximizes profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes.
Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.
Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.
Helps manage the flow of inquiries, market data, and other information from clients.
Routes client calls appropriately and responds quickly to client questions.
Seeks to develop an understanding of client needs and outcomes.
Coordinates conference calls, client events and meetings.
Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources.
Verifies that all confirms on trades or sales are accurate and promptly delivered.
Communicates transaction details to the brokerage community and custodians.
Resolves settlement issues related to incorrect billing.
Answers phones, file, fax, and coordinates meeting and travel arrangements.
Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Cultivates strong relationships with the research team in order to understand their industries and stock coverage.
Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Defines problems, collects data, establishes facts, and draws valid conclusions.
Develops an understanding of and proficiency in using all required systems and models.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.).
Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations.
Responds to requests for information from both internal and external sources.
Communicates market data and client changes to colleagues when they are on the road or in meetings.
Provides feedback on, and, supports continuous improvement opportunities.
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.