San Francisco - Technology Summer 2028 Internship - Investment Banking

Bank of Montreal•San Francisco, CA
•Onsite

About The Position

BMO Capital Markets is a full-service North American financial services provider offering services including equity and debt underwriting, corporate lending, merger and acquisition advisory, securitization, treasury management, research, and institutional sales and trading. Its global team includes over 2,700 professionals in more than 30 locations. The Summer Analyst Program is designed for students between their junior and senior undergraduate years. Analysts are assigned to an Investment Banking product or industry group for a 10-week program, preceded by one week of training and orientation. The program also offers networking with bankers, learning and development sessions, and guidance from dedicated mentors. Participation is considered an initial interviewing step for BMO Capital Markets' full-time Investment Banking program. In the Technology group, the Summer Analyst will gain exposure to industries and financial products including public and private debt and equity financings, mergers and acquisitions, and financial advisory.

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 the community.
  • Have excellent analytical, critical-thinking, and problem-solving skills.
  • Have strong interpersonal skills for working in a demanding team environment.
  • Demonstrate proactivity, resiliency, and a positive attitude.
  • Be able to function independently and as part of a team, with self-motivation.
  • Have a strong work ethic and high professional integrity.
  • Show 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

  • 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
  • Learning and development sessions
  • Guidance from dedicated mentors
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