Investment Banking Analyst — Critical Minerals and Metals

Bank of Montreal • Miami Beach, FL

4d

About The Position

BMO Capital Markets is expanding its Metals and Mining Investment Banking group into Miami to establish a dedicated center of excellence for Critical Minerals and Metals. The team will engage with project owners, governments, and investors, drawing on BMO Financial Group’s broader capabilities and coordinating closely with offices in New York, Toronto, London, Vancouver, Perth, and Melbourne. Its work focuses particularly on M&A advisory and bespoke equity and debt capital raising. The role offers an opportunity to help build a new office and platform and develop a long-term career in finance. The position is based in Miami, includes regular domestic and international travel, and involves daily engagement with global offices. Training and orientation will be provided in Toronto for 4–8 weeks.

The analyst supports client-focused investment banking work through industry research, financial analysis and modeling, valuation, marketing materials, presentations, and transaction execution. The role collaborates with deal teams and internal and external stakeholders to develop solutions, win mandates, execute strategic initiatives, and deliver a strong client experience. Analysts are expected to work mostly independently within a team, apply sound judgment, and follow the bank’s risk management framework and applicable policies and regulations.

Requirements

• 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.
• Financial analysis training and experience.
• Relevant experience in investment and/or corporate banking; the posting gives both 3–5 years typically and 0–3 years of successive relevant experience.
• Highly skilled in building complex financial models.
• Expertise using financial computer applications and database management tools.
• Skilled in creating statistical presentations.
• Ability to take initiative, prioritize work, and multitask effectively.
• Creative, insightful, and resourceful approach to work.
• Strong interpersonal skills in a demanding team environment.
• Ability to review and assess detailed information across multiple projects in an organized manner.
• Ability to work independently within a team environment.
• Specialized knowledge 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.
• Positive attitude and entrepreneurial spirit.
• Interest in the intersection of the physical and digital economies.

Nice To Haves

• Background in critical minerals or metals supply chains, geology, mining engineering, finance, or public policy.

Responsibilities

• Collaborate with colleagues to develop creative, client-focused solutions for prospective and current clients.
• Develop written internal and external marketing materials and support deal teams in developing and presenting pitches and winning mandates.
• Develop an understanding of client needs and outcomes and prepare materials that support an outstanding client experience.
• Identify opportunities to improve efficiency and service for internal and external clients.
• Provide analytical findings to deal teams and support strategic initiatives with internal and external stakeholders.
• Build effective stakeholder relationships and help ensure alignment among stakeholders.
• Research and analyze company and industry financial and operating information.
• Build complex financial models and perform valuation analysis for client and industry evaluations.
• Create statistical exhibits and financial performance trend analyses for client presentations.
• Prepare industry compilations and complete quality reports and analyses.
• Apply technical concepts and understand the implications of work for clients and transactions.
• Develop proficiency with required systems and models.
• Contribute to communication plans, tailored messaging, and the selection of appropriate distribution channels.
• Provide feedback and support continuous improvement.
• Integrate information from multiple sources to improve processes, analysis, and reporting.
• 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 bank’s Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, risk appetite, policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Potential performance-based incentives, discretionary bonuses, and other perks and rewards
• Training, coaching, manager support, and network-building opportunities

What This Job Offers

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