BMO Capital Markets New Grad 2027 Investment Banking, Energy Acquisitions and Divestitures (A&D), Calgary

BMO•Calgary, AB

2d•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. As an A&D Investment Banking Engineer / Data Scientist / Geoscientist at BMO Capital Markets, you will gain valuable exposure to a wide number of investment banking mandates including but not limited to mergers, acquisitions, divestitures, and other financial advisory mandates. Responsibilities may include: Play a key role in the preparation and execution of technical evaluations, economic performance analysis, reservoir and asset descriptions, upside identification and other complex data analysis workflows. Assist in generating and presenting pitch materials, management presentations, and content summarizing broader Energy industry trends. Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting using SQL, Python, R, Spotfire, or Excel VBA Develop analysis and project execution strategies and make recommendations based on an understanding of business fundamentals and stakeholder needs. Drive client solutions through team collaboration, technical knowledge, and economic analysis. Support the execution of strategic initiatives in collaboration with internal and external stakeholders. Consider risk, internal controls, and compliance as part of day-to-day accountabilities and adhere to policies and procedures. This position is located in Calgary, Alberta and ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of energy investment banking utilizing a technical background.

Requirements

Currently enrolled in an undergraduate degree program studying engineering or computer science, graduating in December 2026 or Spring 2027.
Proven track record of excellent academic standing, extra curricular participation and demonstrated interest in finance
Excellent analytical skills that can be utilized for data analysis and interpretation.
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.
Excellent capacity to independently function as part of a team through self-motivation.
Strong work ethic
A high level of integrity
Advanced experience with Microsoft Excel and Power Point
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.

Nice To Haves

Preference will be given to those students in their third or fourth years of study with previous co-op experience.
Familiarity with the Energy industry and industry specific software including Val Nav, Mosiac, Enersight, Aries, geoSCOUT, Enverus Prism, and Accumap considered an asset but not required.
You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2027 or Spring 2028
You are able to work Full-time starting in July 2027
You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future

Responsibilities

Play a key role in the preparation and execution of technical evaluations, economic performance analysis, reservoir and asset descriptions, upside identification and other complex data analysis workflows.
Assist in generating and presenting pitch materials, management presentations, and content summarizing broader Energy industry trends.
Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting using SQL, Python, R, Spotfire, or Excel VBA
Develop analysis and project execution strategies and make recommendations based on an understanding of business fundamentals and stakeholder needs.
Drive client solutions through team collaboration, technical knowledge, and economic analysis.
Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
Consider risk, internal controls, and compliance as part of day-to-day accountabilities and adhere to policies and procedures.
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 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.