Capital Markets Analyst: Financial Modeling & Strategy

Hispanic Alliance for Career Enhancement; San Francisco (CA); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group in San Francisco region is seeking a finance professional to support capital markets initiatives, build complex financial models, and deliver client-focused analyses. You will collaborate with deal teams, prepare pitch materials, and contribute to strategic recommendations.

The role emphasizes rigorous financial analysis, independent work within a team, and adherence to risk management and company policies.

Qualifications

• 3–5 years of relevant experience in finance or banking.

Responsibilities

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Provides analytical findings to deal teams.
• Delivers financial modeling to support strategic recommendations to clients.
• Ensures risk management and compliance in day-to-day activities.

Skills

Financial modeling

Analytical skills

Communication skills

Team collaboration

Attention to detail

Education

Bachelor's degree in finance/economics/accounting

Tools

Excel

Financial databases

Job description

BMO Financial Group in San Francisco region is seeking a finance professional to support capital markets initiatives, build complex financial models, and deliver client-focused analyses. You will collaborate with deal teams, prepare pitch materials, and contribute to strategic recommendations.

The role emphasizes rigorous financial analysis, independent work within a team, and adherence to risk management and company policies.