Client-Focused Global Markets Analyst: FX & IR Derivatives

BMO; San Francisco (CA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Capital Markets in San Francisco is seeking a Global Markets Analyst to support senior marketers in FX and interest rate derivative solutions for U.S. Commercial Banking clients.

You will analyze client exposures, prepare materials, and assist in end-to-end execution, gaining exposure to corporate treasury decisions and pricing dynamics. The role emphasizes analytical growth, client service, and collaboration with structuring, execution desks, and Treasury & Payments partners, with

Qualifications

• Bachelor’s degree or equivalent in finance, economics, business, mathematics, engineering, data science, or related field.
• 0–2 years of relevant experience in capital markets, commercial banking, corporate treasury, risk management, consulting, or financial analysis.
• Demonstrated interest in corporate risk management, financial markets, and derivative products across FX and interest rates.
• Strong analytical and problem-solving skills, including comfort with financial statements, market data, cash flows, pricing outputs, and scenario analysis.
• Strong attention to detail and organizational skills, with the ability to manage multiple client requests, deadlines, and workstreams in a fast-paced environment.
• Strong written and verbal communication skills, sound judgment, intellectual curiosity, and a collaborative, client-service mindset.
• Ability to build effective relationships

Responsibilities

• Senior Marketer Support: Support senior Global Markets Advisors across client coverage, opportunity development, pitch preparation, pricing, execution, and post-trade follow-up for FX and IR derivative solutions.
• Client Analysis: Review client financial statements, debt profiles, cash flows, international operations, transaction activity, and other information to help identify FX and interest rate exposures and potential hedging needs.
• Market Analysis: Monitor macroeconomic developments and prepare concise market updates, scenario analyses, and client-specific observations.
• Hedging Solutions: Assist in evaluating and presenting derivative strategies, including FX forwards, swaps and options, as well as interest rate swaps, caps, floors, collars and other approved solutions. Help translate product mechanics, economics, risks, and trade-offs into clear client materials.
• Pricing and Execution Support: Coordinate with structuring, trading, credit, legal, onboarding, operations, and risk partners to obtain pricing, prepare transaction materials, validate key economics, and support timely and accurate execution.
• Client Materials: Create and maintain pitch books, market updates, exposure analyses, pricing summaries, term sheets, and other marketing materials for client meetings and banker discussions.
• Pipeline and CRM Management: Maintain accurate opportunity pipelines, client activity, next steps, and coverage metrics in applicable CRM and reporting tools.
• Risk and Controls: Follow all applicable policies, procedures, suitability standards, documentation requirements, internal controls, and regulatory expectations.
• Process Improvement: Contribute to dashboards, reporting, data quality, workflow improvements, and strategic initiatives that improve coverage effectiveness and the client experience.
• Learning and Development: Build proficiency in FX and IR markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement through formal training and daily mentorship from senior team members.

Skills

Analytical skills

Client-focused

Communication skills

Cross-team collaboration

Attention to detail

Education

Bachelor's degree in finance, economics, business, mathematics, engineering, data science, or related field

Job description

BMO Capital Markets in San Francisco is seeking a Global Markets Analyst to support senior marketers in FX and interest rate derivative solutions for U.S. Commercial Banking clients.

You will analyze client exposures, prepare materials, and assist in end-to-end execution, gaining exposure to corporate treasury decisions and pricing dynamics. The role emphasizes analytical growth, client service, and collaboration with structuring, execution desks, and Treasury & Payments partners, with