Tech-Driven Investment Banking Analyst

BMO Harris Bank; 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 in New York is seeking a Senior Capital Markets professional to deliver client-focused solutions across a full suite of products using a sector ecosystem approach. You will develop marketing materials, support deal teams, and perform complex financial analyses and valuations to drive strategic recommendations.

The role emphasizes risk awareness, stakeholder collaboration, and independent work within a team, offering a salaried position with comprehensive compensation and

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting with outstanding academic achievement.
• Financial analysis training and experience.
• 0 - 3 years of successive relevant experience within investment and/or corporate banking.
• Shows initiative, prioritizes work, multi-tasks effectively.
• Highly skilled in building complex financial models.
• Expertise in using financial computer applications and database management tools.
• Skilled in creating statistical presentations.
• Creative, insightful, and resourceful.
• Strong interpersonal skills within a demanding team environment.
• Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
• Works independently within a team environment.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information.
• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Prepares industry compilations.
• Completes quality reports/analyses.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Education

Undergraduate degree with coursework in finance, economics, or accounting

Post-secondary degree

Tools

Financial software

Job description

BMO Financial Group in New York is seeking a Senior Capital Markets professional to deliver client-focused solutions across a full suite of products using a sector ecosystem approach. You will develop marketing materials, support deal teams, and perform complex financial analyses and valuations to drive strategic recommendations.

The role emphasizes risk awareness, stakeholder collaboration, and independent work within a team, offering a salaried position with comprehensive compensation and