Tech IB Analyst — Strategic Deal Modeling

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

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group is seeking a finance professional in New York to support investment banking and corporate banking clients. The role focuses on developing client-ready materials, performing complex financial modeling, and delivering strong analysis to senior deal teams.

The position emphasizes client outcomes, market awareness, and cross-functional collaboration to drive strategic recommendations and a superior client experience.

Qualifications

• 3-5 years of relevant investment/banking experience or post-secondary degree plus experience.
• Undergraduate degree in finance, economics, or accounting with strong academic record.
• Financial analysis training and experience.
• Proven ability to build and present complex financial models.

Responsibilities

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to understand client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Builds relationships with internal and external stakeholders.
• Performs complex financial modeling and valuation analyses.

Skills

Financial modeling

Analytical thinking

Client-focused

Team collaboration

Communication skills

Education

Undergraduate degree in Finance/Economics/Accounting

Job description

BMO Financial Group is seeking a finance professional in New York to support investment banking and corporate banking clients. The role focuses on developing client-ready materials, performing complex financial modeling, and delivering strong analysis to senior deal teams.

The position emphasizes client outcomes, market awareness, and cross-functional collaboration to drive strategic recommendations and a superior client experience.