Capital Markets Analyst: Client Solutions & Modeling

Bank of Montreal; San Francisco (CA); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Life insurance

Disability insurance

Job summary

BMO Financial Group in San Francisco seeks an experienced professional to support capital markets sales and service. You will build complex financial models, analyze data, and prepare client presentations to drive advisory outcomes while collaborating with deal teams for winning mandates.

Responsibilities include market research, strategic analysis, and delivering tailored materials to improve client experience, with emphasis on accuracy, risk awareness, and cross‑functional teamwork within a

Qualifications

• Typically 3–5 years of relevant experience and post-secondary degree in related field.
• Undergraduate degree with coursework in finance, economics, or accounting.
• Strong financial analysis training and experience.

Responsibilities

• Performs complex financial modeling and valuation analyses for client evaluations.
• Prepares industry compilations and client presentations.
• Delivers financial modeling to support strategic recommendations to clients.
• Provides materials to support an outstanding client experience.

Skills

Financial modeling

Verbal communication

Written communication

Collaboration

Analytical skills

Problem solving

Education

Bachelor's degree in finance/economics/accounting

Job description

BMO Financial Group in San Francisco seeks an experienced professional to support capital markets sales and service. You will build complex financial models, analyze data, and prepare client presentations to drive advisory outcomes while collaborating with deal teams for winning mandates.

Responsibilities include market research, strategic analysis, and delivering tailored materials to improve client experience, with emphasis on accuracy, risk awareness, and cross‑functional teamwork within a