Capital Markets Analyst: Financial Modeling & Deals

BMO; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO in San Francisco seeks an experienced analyst to support capital markets sales and service with deep financial modeling and client-focused analysis. You will work with deal teams to develop pitches, perform valuations, and deliver insights that drive client outcomes.

The role requires strong analytical and communication skills, collaboration across stakeholders, and the ability to think creatively while managing multiple priorities.

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.

Skills

Financial modeling

Financial analysis

Analytical skills

Verbal & written communication

Collaboration

Problem solving

Independent work

Judgment

Education

Undergraduate degree in finance/economics/accounting

Post-secondary degree or equivalent

Tools

Financial software

Database tools

Job description

BMO in San Francisco seeks an experienced analyst to support capital markets sales and service with deep financial modeling and client-focused analysis. You will work with deal teams to develop pitches, perform valuations, and deliver insights that drive client outcomes.

The role requires strong analytical and communication skills, collaboration across stakeholders, and the ability to think creatively while managing multiple priorities.