Analyst/Associate, Investment Banking

Responsibilities

• Participate in deal teams to develop, present, and win mandates for new opportunities
• Create pitch books and financial models to analyze client portfolios and anticipate needs
• Conduct due diligence, including client visits, business model analysis, and industry trend reviews
• Manage a diverse portfolio of private and middle market companies with increasing responsibility
• Monitor client industries and regulatory changes that may affect business needs
• Provide analytical findings to deal teams and support the execution of strategic initiatives
• Mentor and provide direction to Analysts within the team
• Ensure alignment between stakeholders and maintain effective internal and external relationships

Requirements

• 1-6 years of relevant experience in a professional financial environment
• Undergraduate degree with academic coursework in finance, economics, or accounting
• 1+ years of investment banking or valuation experience at a financial analyst level
• Strong proficiency in financial modeling, quantitative analytics, and credit analysis
• Knowledge of capital markets, investment banking products, and applicable regulations
• Exceptional verbal and written communication skills
• Expertise in financial computer applications and database management tools

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers globally.