Investment Team Intern — Data-Driven Markets

Bank of Montreal; Canada; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Mentorship program

BMO Academy learning platform

Tuition reimbursement

Employee Resource Groups

Job summary

Bank of Montreal is offering a Data Analytics & Reporting internship designed to provide hands-on experience within our investment team. You will work closely with portfolio managers and researchers on data-driven investment strategies, reporting, and analytics.

This program emphasizes growth, mentorship, and practical exposure to real-world finance challenges. The internship runs May 3, 2027 to August 13, 2027, and requires full-term availability.

Qualifications

• Currently enrolled in an undergraduate program, preferably in business, finance, economics, mathematics, data analytics, computer science, engineering, or a related field.
• Strong interest in investments, financial markets, and asset management.
• Strong Excel skills, with experience using formulas, pivot tables, and data organization.
• Experience with VBA, macros, Power Query, Python, Power BI, or other automation and analytics tools would be considered an asset.
• Strong analytical and problem-solving skills.
• High attention to detail and a commitment to accuracy.
• Ability to work independently while also collaborating effectively with team members.
• Strong written and verbal communication skills.
• Curious, proactive, and comfortable asking thoughtful questions.

Responsibilities

• Assist with recurring and ad hoc reporting for the investment team.
• Help build, update, and maintain reports, dashboards, and data files used to track investment, market, or business activity.
• Prepare charts, tables, and summaries that communicate insights clearly for different audiences.
• Review reports for accuracy, consistency, and completeness before distribution.
• Support the team in improving the structure and usability of existing reporting processes.
• Gather, organize, and summarize data from internal and external sources.
• Assist in preparing investment research summaries, briefing notes, and materials for portfolio managers, analysts, or broader team discussions.
• Support ad hoc analysis related to market trends, product themes, competitor activity, or portfolio positioning.
• Help identify key insights, risks, and considerations from research findings.
• Develop and enhance Excel-based tools, templates, and macros to improve team efficiency.
• Support the development of practical workflow improvements that reduce duplication, improve accuracy, and save time.

Skills

Analytical thinking

Independent work

Strong communication

Education

Undergraduate student

Tools

Excel

VBA

Power BI

Power Query

Python

Job description

Bank of Montreal is offering a Data Analytics & Reporting internship designed to provide hands-on experience within our investment team. You will work closely with portfolio managers and researchers on data-driven investment strategies, reporting, and analytics.

This program emphasizes growth, mentorship, and practical exposure to real-world finance challenges. The internship runs May 3, 2027 to August 13, 2027, and requires full-term availability.