San Francisco - Summer 2028 Internship - Investment Banking - Financial Sponsors Group
About The Position
BMO Capital Markets is hiring a Summer Analyst for its Financial Sponsors Group in San Francisco. The 10-week summer program is intended for candidates between their junior and senior undergraduate years and provides practical experience in a dynamic capital markets environment. Analysts are assigned to an investment banking product or industry group and take part in a one-week training and orientation program. The program also offers opportunities to network with bankers, attend learning and development sessions, and receive career guidance from dedicated mentors. It is considered an initial interviewing step for BMO Capital Markets' full-time Investment Banking program. The Financial Sponsors Group focuses on financial sponsor clients, serving as their contact point and advocate across BMO. The group develops knowledge of clients' portfolios, provides value-added advice and opportunities, supports sponsors' investment teams on deal and non-deal matters, and shares market intelligence on private equity activity, companies for sale, deals, and capital structure opportunities. As an Investment Banking Summer Analyst, you will work across industries and products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. The position has an annual base salary of USD $110,000. BMO's total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.
Requirements
- Be enrolled in an undergraduate degree program and expect to graduate in December 2028 or Spring 2029.
- Have an interest in investment banking.
- Be legally authorized to work in the United States and not require sponsorship in the future.
- Demonstrate outstanding academic achievement, leadership experience, and peer recognition.
- Demonstrate leadership attributes in work, school, or community.
- Have excellent analytical, critical-thinking, and problem-solving skills.
- Have strong interpersonal skills for working in a demanding team environment.
- Demonstrate proactivity, resilience, and a positive attitude.
- Be able to function independently and as part of a team through self-motivation.
- Have a strong work ethic and a high level of professional integrity.
- Demonstrate intellectual curiosity, adaptability, and willingness to learn and adopt new technologies and ways of working.
Nice To Haves
- Preferred minimum GPA of 3.4/4.0.
Responsibilities
- Build and maintain portfolio company trackers.
- Research industries and identify target opportunities.
- Support pitch book and company profile development.
- Develop and analyze leveraged buyout (LBO) models.
- Assist with debt capacity analyses and lender presentations.
- Prepare materials for internal credit and diligence processes.
- Support client coverage and cross-functional coordination.
- Track portfolio performance and industry activity.
- Conduct industry and company research and analysis.
- Develop client presentations.
- Write internal and external marketing memoranda.
- Run valuation and financial analyses and complete complex modeling exercises.
- Perform other tasks supporting client relationships and business development.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Training and coaching
- Manager support and network-building opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Intern
