Summer Analyst: Financial Sponsors - LBO Modeling

BMO; San Francisco (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 applicants for its Summer Analyst program, a 10-week, hands-on experience designed for rising juniors and seniors. Analysts join a specific IB product or industry group, participate in training, and gain exposure to mentorship and networking opportunities across the firm.

The program serves as an initial interviewing step for the full-time Investment Banking track, with a strong emphasis on rigorous analysis, teamwork, and client-ready presentations.

Qualifications

• Enrolled in an undergraduate degree program, graduating in Dec. 2028 or Spring 2029.
• Interest in investment banking.
• GPA 3.4/4.0 minimum.
• Outstanding academic achievement, leadership and peer recognition.
• Demonstrated leadership in work, school or community.
• Excellent analytic, critical thinking and problem-solving skills.
• Strong interpersonal skills in a demanding team environment.
• Demonstrated proactivity, resiliency and a positive attitude.
• Ability to work independently within a team through self-motivation.
• Strong work ethic and professional integrity.
• Curiosity, adaptability and willingness to learn new technologies.
• Legally authorized to work in the U.S. without future sponsorship.

Responsibilities

• Conducting industry and company research and analysis.
• Developing client presentations.
• Writing internal and external marketing memoranda.
• Running valuation analyses, financial analyses and complex modeling.
• Supporting client relationships and business development tasks.

Education

Undergraduate degree program

Graduating Dec 2028 or Spring 2029

Job description

BMO Capital Markets invites applicants for its Summer Analyst program, a 10-week, hands-on experience designed for rising juniors and seniors. Analysts join a specific IB product or industry group, participate in training, and gain exposure to mentorship and networking opportunities across the firm.

The program serves as an initial interviewing step for the full-time Investment Banking track, with a strong emphasis on rigorous analysis, teamwork, and client-ready presentations.