Summer Analyst — Investment Banking & Mentorship

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

Job summary

BMO Capital Markets is seeking a Summer Analyst for its U.S. Capital Markets group. The program targets undergraduates between junior and senior years, offering hands-on experience in research, financial analysis, and client presentation development during a 10-week period.

Analysts participate in training, mentorship, and networking across product groups, with the goal of preparing for a full-time Investment Banking program after graduation.

Qualifications

• Enrolled in an undergraduate degree program, graduating in Dec. 2028 or Spring 2029.
• Interest in investment banking.
• A preferred minimum GPA of 3.4/4.0
• Outstanding academic achievement, leadership experience and peer recognition
• Demonstrated leadership attributes in work, school, or community
• Excellent analytic, critical thinking and problem-solving skills
• Strong interpersonal skills used within a demanding team environment
• Demonstrated proactivity, resiliency, and an unfailingly positive attitude
• Excellent capacity to independently function as part of a team through self-motivation
• Strong work ethic and a high level of professional integrity
• Intellectual curiosity, adaptability and a willingness to learn and adopt new technologies and ways of working
• Legally authorized to work in the U.S. and will not require sponsorship in the future

Responsibilities

• Conducting industry and company research and analysis
• Developing client presentations
• Writing internal and external marketing memoranda
• Running valuation analysis, financial analysis and completing complex modeling exercises
• Performing other tasks supporting client relationships and business development

Skills

Industry research

Client presentations

Financial modeling

Valuation analysis

Analytical skills

Interpersonal skills

Leadership

Self-motivation

Education

Undergraduate degree program

Job description

BMO Capital Markets is seeking a Summer Analyst for its U.S. Capital Markets group. The program targets undergraduates between junior and senior years, offering hands-on experience in research, financial analysis, and client presentation development during a 10-week period.

Analysts participate in training, mentorship, and networking across product groups, with the goal of preparing for a full-time Investment Banking program after graduation.