Strategic Financial Institutions Analyst

BMO U.S.; New York (NY); 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

Job summary

BMO Financial Group is seeking a finance professional in New York with strong financial modeling and analytical skills to support investment and corporate banking activities. The role involves collaboration with deal teams, preparing client-focused materials, and conducting thorough market and financial analyses.

You will collaborate across internal stakeholders, build complex models, and contribute to strategic initiatives while ensuring risk controls and regulatory compliance.

Qualifications

• Typically 3–5 years of relevant experience and degree or equivalent experience.
• Undergraduate degree with coursework in finance/economics/accounting with strong academics.
• Financial analysis training and experience.
• 0–3 years of experience in investment and/or corporate banking.

Responsibilities

• Develops pitch material and marketing collateral.
• Supports deal teams in development, presentation, and winning mandates.
• Performs financial modeling and valuation analyses for client/industry evaluations.
• Produces statistical exhibits and financial performance trends for client presentations.
• Researches and analyzes industry and company financial data.
• Identifies opportunities for improved efficiency and client experience.
• Collaborates with stakeholders to support strategic initiatives.
• Ensures alignment between internal and external parties.

Skills

Financial modeling

Analytical thinking

Problem solving

Team collaboration

Communication

Financial analysis

Risk awareness

Education

Post-secondary degree in finance/economics/accounting

Undergraduate degree with finance coursework

Tools

Excel

Financial databases

Modeling software

Job description

BMO Financial Group is seeking a finance professional in New York with strong financial modeling and analytical skills to support investment and corporate banking activities. The role involves collaboration with deal teams, preparing client-focused materials, and conducting thorough market and financial analyses.

You will collaborate across internal stakeholders, build complex models, and contribute to strategic initiatives while ensuring risk controls and regulatory compliance.