Analyst, Investment Banking, Energy Transition & Sustainable Services - NYC

BMO Financial Group; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

BMO Financial Group is seeking a candidate for a role in their Capital Markets Sales & Service group in New York. The position involves developing tailored solutions for clients, conducting financial analysis, and collaborating with deal teams. Ideal candidates have relevant experience in investment banking, strong analytical and communication skills, and an undergraduate degree in a related field.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 1-2 years of relevant experience within investment banking or a related field.
• Strong academic achievement in a relevant area of study.
• Experience with financial modeling.

Responsibilities

• Collaborates to generate tailored solutions for clients.
• Researches and analyzes financial information for modeling.
• Supports deal teams with analytical findings.

Skills

Financial analysis

Communication

Analytical skills

Initiative

Multi-tasking

Collaboration

Education

Undergraduate degree in finance, economics or accounting

Tools

FactSet

Bloomberg

Excel

Job description

Application Deadline:

09/25/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

Provides a combination of industry sector expertise and innovative thinking in a team-based approach across a full suite of products including M&A, ECM, and DCM/Leveraged Finance.

• Collaborates to generate tailored solutions for prospective and current clients, identifying opportunities for increased efficiency and improved service

• Develops written internal and external marketing on pitch materials and supports deal teams in a variety of processes to win mandates

• Presents analytical findings to deal teams and supports the execution of strategic initiatives in collaboration with internal and external stakeholders

• Researches and analyzes company and industry financial and operating information to perform complex financial modeling and valuation analysis as part of client asks and industry evaluations

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

• Creates statistical exhibits and financial performance trend analyses for internal use and clients

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

• Participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels

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

• Thinks creatively and proposes new solutions, exercising judgment to identify, diagnose, and solve problems

• Opportunities for upward mobility following strong track record of performance

• Broader work or accountabilities may be assigned as needed

Qualifications:

• 1 - 2 years of relevant experience within investment banking or a related field

• An undergraduate degree with outstanding academic achievement in a related field of study, with coursework in finance, economics, or accounting preferred

• Financial analysis training and experience

• Expertise in using financial applications such as FactSet, Bloomberg, Excel and comfort around building complex financial models

• Shows initiative, prioritizes work, multi-tasks effectively

• Strong ability to review and assess detailed information daily on multiple projects in an organized manner

• Ability to work independently and collaborate in a demanding team environment with strong interpersonal skills

• Displays curiosity about the sectors and projects with a strong desire to learn

• Strong verbal/written communication and analytical skills

Base Salary Range
[US$100,000.00 - $125,000.00]

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.

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.