Middle Markets M&A Analyst

BMO (Bank of Montreal)•Minneapolis, MN

59d

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 2,800 professionals in 32 locations around the world, including 18 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$1.4 trillion total assets and approximately 53,000 employees as of July 31, 2025. Overview: As a Middle Market M&A Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries, working in complex mergers & acquisitions transactions. Analysts play a critical role in the transaction team. Upon joining BMO, analysts will start their careers with us by completing the BMO Capital Markets Global Orientation, which begins in July 2026. The program is designed to help you make the transition from theory to practice. Training includes core skills, such as: accounting, valuation and modeling, and pitch book development. This training is delivered by leading industry professionals. You will also complete group-specific training to learn about our strategy, and have plenty of opportunities to socialize with your peers and network with senior management and other internal contacts. Our goal is to hire young professionals with a desire to pursue a financial services career at BMO, providing them with continued training and professional development throughout their careers at the firm. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking.

Requirements

Enrolled in an undergraduate degree program, graduating in Dec. 2025 or Spring 2026
A preferred minimum GPA of 3.4/4.0
Outstanding academic achievement, leadership experience and peer recognition
Demonstrated leadership attributes in work, school or community
Excellent analytical skills in business, financial and credit analysis areas
Strong interpersonal skills used within a demanding team environment
Time management skills and proficiency in reviewing, assessing and providing detailed information daily on multiple projects in an organized manner
Demonstrated proactivity, resiliency, and an unfailingly positive attitude
Excellent capacity to independently function as part of a team through self-motivation
Strong work ethic and a high level of professional integrity
Legally authorized to work in the U.S. and will not require sponsorship in the future

Responsibilities

Conducting industry and company research and analysis
Developing client presentations
Writing internal and external marketing memoranda
Running valuation analysis, financial analysis and completing complex modeling exercises
Performing other tasks supporting client relationships and business development
Balance multiple responsibilities effectively to meet deadlines