Investment Banking Summer Analyst — Valuation & Modeling

BMO; San Rafael (CA); On-site; USD 99,000 - 121,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Capital Markets invites qualified undergraduates to join its Summer Analyst program in the United States. You will participate in a 10-week internship within an Investment Banking product or industry group and engage in training, mentoring, and networking with bankers across levels.

The program disciplines you with hands-on tasks, including valuation, financial analysis, and client materials, while offering exposure to culture, mentors, and potential full-time opportunities.

Qualifications

• Enrolled in an undergraduate degree program, graduating in Dec. 2028 or Spring 2029.
• Interest in investment banking.
• GPA of 3.4/4.0 or higher preferred.
• Outstanding academic achievement and leadership potential.
• Proactive, resilient, and collaborative in a demanding team.

Responsibilities

• Conduct industry and company research and analysis.
• Develop client presentations.
• Write internal and external marketing memoranda.
• Run valuation analyses and complex modeling.
• Support client relationships and business development.

Skills

Interest in investment banking

Leadership

Analytical thinking

Teamwork

Strong work ethic

Education

Undergraduate student

Graduating Dec 2028 or Spring 2029

Job description

BMO Capital Markets invites qualified undergraduates to join its Summer Analyst program in the United States. You will participate in a 10-week internship within an Investment Banking product or industry group and engage in training, mentoring, and networking with bankers across levels.

The program disciplines you with hands-on tasks, including valuation, financial analysis, and client materials, while offering exposure to culture, mentors, and potential full-time opportunities.