Analyst, Global Transaction Banking, BMO Capital Markets

BMO Financial Group; Toronto; On-site; CAD 75,000 - 80,000; Full time

Job summary

A major financial institution in Toronto is seeking an Analyst for its Global Trade team. You will support client-centric solutions across trade finance products, engaging with clients, conducting credit analysis, and participating in deal execution. The ideal candidate has strong analytical skills, communication abilities, and a bachelor's degree in a relevant field. This role offers structured career progression and a total compensation package including competitive salary, health insurance, and educational benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Commission structure

Qualifications

• Strong analytical and organizational skills.
• Excellent communication and interpersonal abilities.
• Interest in trade finance, global markets, and client relationship management.

Responsibilities

• Support client calls and assist in preparing product pitches.
• Complete due diligence and credit analysis on client relationships.
• Participate in client meetings and site visits.

Skills

Analytical skills

Organizational skills

Communication skills

Interpersonal abilities

Problem solving

Adaptability

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Tools

Microsoft Office

Salesforce

Job description

Overview

Application Deadline: 10/22/2025

Address: 100 King Street West

Job Family Group: Capital Markets Sales & Service

Position Summary:

As an Analyst in the Global Trade team, you will play a key role in supporting the delivery of client-centric solutions across trade finance and supply chain products. This role is ideal for individuals who are passionate about learning, thrive in dynamic environments, and are eager to build technical and interpersonal skills. You will contribute to deal execution, client engagement, and internal initiatives while developing a strong foundation in trade finance.

Key Responsibilities:

Responsibilities

• Technical Skills
  • Product Knowledge & Execution: Build foundational knowledge of trade finance products (e.g., Letters of Credit, Trade Loans, Supply Chain Finance). Support client calls and assist in preparing product pitches and presentations. Conduct basic financial and credit analysis related to trade finance transactions.
• Portfolio Management:
  • Completes due diligence and credit analysis on new and existing client relationships.
  • Assist in scheduling and preparing annual reviews for trade finance clients.
  • Update Salesforce with client objectives and meeting notes.
  • Participate in client meetings and site visits to gain exposure to relationship dynamics.
• Credit & Legal:
  • Complete straightforward sections of transaction analysis and reporting.
  • Learn credit processes, risk rating scales, and trade finance guidelines.
  • Support documentation and due diligence efforts for new transactions.
• Systems & Reporting:
  • Use platforms such as BMO’s back-end trade finance application, Salesforce, proprietary marketing repository and asset management tools for data entry, reporting and pitching artifacts.
  • Apply Microsoft Office tools to build client pitchbooks and internal presentations.

Interpersonal Skills

• Collaboration & Teamwork: Work effectively with internal stakeholders including product partners, credit teams, and relationship managers. Participate in recruiting, training, and social initiatives to build internal networks.
• Communication: Communicate clearly and professionally in both written and verbal formats. Present information confidently and listen actively during meetings and client interactions.
• Problem Solving & Critical Thinking: Identify key issues in transactions and propose thoughtful solutions. Participate in structuring and documenting deals with guidance from senior team members.
• Adaptability & Time Management: Manage multiple tasks and shifting priorities with resilience and organization. Plan ahead to meet deadlines and deliver high-quality work under pressure.
• Leadership & Initiative: Take ownership of assigned tasks and seek opportunities to contribute beyond core responsibilities. Demonstrate professionalism, integrity, and emotional intelligence in all interactions. Works mostly independently.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Strong analytical and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office and CRM systems (e.g., Salesforce).
• Interest in trade finance, global markets, and client relationship management.
• In Office Requirement: 4 days in office or at client meetings.

Development Opportunities

• Structured career progression from Junior to Senior Analyst.
• Exposure to cross-selling, product strategy, and client engagement.
• Access to BMO’s Learning Academy modules in leadership, communication, and critical thinking.

The annual base salary range for this position is CAD $75k – 80k.

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.