BMO Capital Markets New Grad 2027 Investment Banking Analyst, Calgary

BMO•Calgary, AB

3d•CA$100,000•Onsite

About The Position

As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and will work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Upon joining BMO, analysts will start their careers with us by completing BMO Capital Markets Global Orientation and our Global Investment Banking Training and Development Program which begins in July 2027. The program is designed to help you make the transition from theory to practice. Training includes core investment banking skills, such as: accounting, valuation and modeling, and pitch book development. This training is delivered by leading industry professionals. You will also complete BMO specific training to learn about our strategy, culture and have plenty of opportunities to socialize with your peers and network with senior management and other internal contacts. Our goal is to hire young professionals with a desire to have a financial services career at BMO, providing them with continued training and professional development throughout their career at the firm.

Requirements

Enrolled in an undergraduate degree program, graduating in December 2026 or Spring 2027
An undergraduate degree in finance, math, accounting, engineering, economics, statistics
A minimum cGPA of 3.4/4.0
Outstanding academic achievement, leadership experience and peer recognition
Demonstrated leadership attributes in work, school, or community
Excellent analytical skills in business, financial and credit analysis areas
Strong interpersonal skills used within a demanding team environment
Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner
Demonstrated proactivity, resiliency, and an unfailingly positive attitude
Excellent capacity to independently function as part of a team through self-motivation
Strong work ethic and a high level of integrity
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.
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
Financial analysis training and experience.
0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.
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.

Responsibilities

Running valuation analyses
Performing complex financial modeling
Conducting industry and company research and analysis
Developing client presentations
Writing internal and external marketing memoranda
Performing other tasks supporting client relationships and business development
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.
Collaborates to generate creative, client-focused solutions to prospective and current clients.
Develops written internal and external marketing on pitch material.
Supports deal teams in development, presentation, and winning mandates.
Seeks to develop an understanding of client needs and outcomes.
Provides materials to support an outstanding client experience.
Identifies opportunities for increased efficiency and improved service to internal and external clients.
Provides analytical findings to deal teams.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Completes quality reports/analyses.
Researches and analyzes company and industry financial and operating information.
Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
Creates statistical exhibits and financial performance trend analysis for client presentations.
Applies technical concepts and understands implication of work to client/transaction.
Develops an understanding of and proficiency in using all required systems and models.
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
Delivers financial modeling to support strategic recommendations to clients.
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.