San Francisco - Summer 2028 Internship - Investment Banking - Financial Sponsors Group

BMO•San Francisco, CA

1d•$110,000 - $110,000•Onsite

About The Position

BMO Capital Markets is a full-service North American financial services provider. Its 10-week Summer Analyst Program is intended for students between their junior and senior undergraduate years and places analysts in a specific investment banking product or industry group. The program includes a one-week training and orientation, opportunities to network with bankers, learning and development sessions, and guidance from dedicated mentors. The internship 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 team understands clients’ portfolios, provides deal and non-deal advisory support, and shares market intelligence about private equity trends, companies for sale, deals in market, and capital structure opportunities. As a Summer Analyst, you will support sponsor coverage and investment banking work across 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 graduating in December 2028 or Spring 2029.
Have an interest in investment banking.
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, resiliency, 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.
Be legally authorized to work in the United States and not require sponsorship in the future.

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.
Perform valuation and financial analyses and complete complex modeling exercises.
Perform other tasks supporting client relationships and business development.