Investment Banking Analyst, Merger and Acquisitions (M&A)

BMO U.S.; Toronto; On-site; CAD 90,000 - 110,000; Full time

Job summary

BMO Financial Group is seeking an analyst to join its Mergers & Acquisitions group in Canada. The role involves supporting deal teams, building financial models, and delivering client-focused presentations.

The ideal candidate has 1+ year in investment banking, strong finance foundations, and proven ability to apply AI tools to accelerate analysis while maintaining accuracy and judgment.

Qualifications

• At least one year of relevant professional experience in investment banking, investing, or equity research.
• Undergraduate degree in finance, economics, accounting, or a related field with strong academic achievement.
• Highly skilled in financial and valuation analysis.
• Skilled in creating client-facing presentations.
• Strong verbal and written communication skills.
• Strong collaboration and teamwork skills.
• Strong analytical and problem-solving skills.
• Proficient in applying AI tools to accelerate financial analysis, research, and presentation preparation while ensuring accuracy and professional judgment.

Responsibilities

• Support deal teams in developing client relationships and origination/execution of mandates.
• Research and analyze company and industry financial and operating information.
• Develop understanding of client needs and outcomes.
• Perform complex financial modeling and valuation analyses.
• Develop and deliver client-facing presentation materials for evaluating opportunities.
• Exercise judgment to identify, diagnose, and solve problems.
• Build effective relationships with internal and external stakeholders.
• Provide feedback and support continuous improvement opportunities.

Skills

Financial analysis

Valuation analysis

Client presentations

Communication skills

Collaboration & teamwork

Analytical problem solving

AI-assisted analysis

Investment banking experience

Education

Bachelor's degree in finance/economics/accounting

Tools

Excel

PowerPoint

FactSet/CapitalIQ

Job description

Application Deadline: 10/29/2026 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service Please note the base salary for this role is $100,000 CAD.

BMO’s Mergers & Acquisitions (M&A) group is a specialized team within BMO Capital Markets that advises clients on a broad range of strategic transactions, including mergers, acquisitions, divestitures, strategic investments, and other complex transactions. Working closely with industry coverage teams and other product groups, the team provides strategic advice and transaction execution support to clients across sectors and geographies.

An analyst on this team will work within a highly skilled and collaborative environment to develop and deliver creative and actionable capital markets solutions to prospective and existing clients.

Key responsibilities

• Supporting deal teams in developing client relationships and the origination and execution of mandates.
• Researching and analyzing company and industry financial and operating information.
• Developing an understanding of client needs and outcomes.
• Performing complex financial modeling and valuation analyses as part of client and industry evaluations.
• Applying technical concepts and understanding the implications of work on clients and transactions.
• Developing and delivering client-facing presentation materials that support the evaluation of strategic alternatives and transaction opportunities.
• Exercising judgment to identify, diagnose, and solve problems.
• Building effective relationships with internal and external stakeholders.
• Providing feedback and supporting continuous improvement opportunities.
• Taking measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• At least one year of relevant professional experience, including experience in investment banking, investing, or equity research.
• An undergraduate degree in finance, economics, accounting, or a related field, with a strong record of academic achievement.
• Highly skilled in financial and valuation analysis.
• Skilled in creating client-facing presentations.
• Expertise in Excel, PowerPoint, FactSet / CapitalIQ and other financial research tools.
• Strong verbal and written communication skills.
• Strong collaboration and teamwork skills.
• Strong analytical and problem-solving skills.
• Proficient in applying AI tools to accelerate financial analysis, research, and presentation preparation while ensuring accuracy and professional judgment.

This job posting is for a current vacancy.

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 strive to help you make an impact from day one – for yourself and our customers. 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.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.