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

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO's Mergers & Acquisitions group in Toronto seeks an analyst to support deal teams, research financials, and prepare senior client presentations. You will contribute to evaluating strategic options and executing mandates, while applying rigorous analysis and risk-aware judgment in a collaborative environment.

Ideal candidates have 1+ year in finance, strong Excel/PowerPoint skills, and experience with FactSet or CapitalIQ.

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 academics.
• Highly skilled in financial and valuation analysis and in creating client-facing presentations.

Responsibilities

• Support deal teams in developing client relationships and executing mandates.
• Research company and industry financials and perform valuation analyses.
• Prepare client-facing materials and presentations for strategic options.
• Apply risk-aware judgment and collaborate with internal and external stakeholders.
• Utilize AI tools to accelerate financial analysis while maintaining accuracy.

Skills

Investment banking experience

Analytical and problem-solving skills

Verbal and written communication

Teamwork and collaboration

AI tools for financial analysis

Education

Undergraduate degree in finance/economics/accounting

Tools

Excel

PowerPoint

FactSet

CapitalIQ

Job description

Application Deadline:

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 include:

• 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.

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.