M&A Analyst: Strategic Deals & Valuation

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

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.