Investment Banking Analyst, Technology

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in Toronto is seeking a Financial Analyst to provide financial modeling, analysis, and market insights to capital markets clients. You will contribute to client proposals and perform analyses to support strategic recommendations.

You will support deal teams, build client materials, and engage with stakeholders to ensure high-quality, value-added outcomes. The role offers a base salary around CAD 100k and a comprehensive benefits package.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• Financial analysis training and experience.
• 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.
• Highly skilled in building complex financial models.
• Expertise in financial computer applications and database management tools.
• Skilled in creating statistical presentations.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Completes quality reports/analyses.
• Researches and analyzes company and industry financial and operating information.
• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Skills

Financial analysis

Financial modeling

Verbal & written communication

Collaboration & teamwork

Problem solving

Influence

Data interpretation

Industry knowledge

Education

Finance, Economics or Accounting degree

Strong academic performance

Tools

Excel

Financial modeling software

Database management tools

PowerPoint

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 .

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

• Develops written internal and external marketing on pitch material.

• Supports deal teams in development, presentation, and winning mandates.

• Seeks to develop an understanding of client needs and outcomes.

• Provides materials to support an outstanding client experience.

• Identifies opportunities for increased efficiency and improved service to internal and external clients.

• Provides analytical findings to deal teams.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

• Builds effective relationships with internal/external stakeholders.

• Ensures alignment between stakeholders.

• Completes quality reports/analyses.

• Researches and analyzes company and industry financial and operating information.

• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.

• Creates statistical exhibits and financial performance trend analysis for client presentations.

• Applies technical concepts and understands implication of work to client/transaction.

• Develops an understanding of and proficiency in using all required systems and models.

• Provides feedback on, and supports continuous improvement opportunities.

• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.

• Delivers financial modeling to support strategic recommendations to clients.

• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

• Focus may be on a business/group.

• Thinks creatively and proposes new solutions.

• Exercises judgment to identify, diagnose, and solve problems within given rules.

• Works mostly independently.

• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.

• Financial analysis training and experience.

• 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.

• Highly skilled in building complex financial models.

• Expertise in financial computer applications and database management tools.

• Skilled in creating statistical presentations.

• Specialized knowledge from education and/or business experience.

• Verbal & written communication skills - In-depth.

• Collaboration & team skills - In-depth.

• Analytical and problem solving skills - In-depth.

• Influence skills - In-depth.

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.