Bmo Capital Markets - Data & Reporting Analyst (Winter 2024)

BMO Capital Markets

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.

Team Overview:

The Business & Client Analytics team is responsible for generating client information for LOBs across BMO Capital Markets to track core clients and grow share of wallet.

• Provide insight and analysis that can be effectively and efficiently mined to support business decision-making
• Develop and integrate internal and external sources of client information

Client Services and Reporting – Weighting: 50%

• Participate in and contribute to project and team meetings, interacting and collaborating with team members and other departments, as appropriate, in order to understand project requirements
• Question the integrity of data; delve into data issues raised and work with team members to fix at the source considering the implication on any other data that would be similarly impacted
• Develop and implement new reporting for Investment and Corporate Banking and Global Markets
• Utilize technical skills to efficiently and effectively extract and manipulate data from client databases or other source systems to meet various reporting needs (e.g. weekly, monthly, quarterly, and ad hoc reports)
• Manage client expectations, and meet agreed upon deadlines; produce work that is timely and accurate. Strive to provide great customer service and anticipate follow-up inquiries

Analytical Insights and Observations – Weighting: 30%

• Utilize knowledge of CM’s businesses, products, and risk measures to provide insight and analysis in support of LOB performance and strategic objectives
• Perform detailed financial and business analysis as necessary to support Capital Markets
• Learn and implement advanced analytics to help resolve priority business problems

Process Efficiencies – Weighting: 20%

• Assess current practice of generating reports and introduce process efficiencies / automation in database and reporting
• Leverage existing reports and business metrics reported where possible to minimize unnecessary work

Qualifications:

We are looking for highly motivated, mature individuals with the following attributes:

• Proficiency in MS Office, MSBI, VBA, SQL, MS Visual Studio, Spotfire;
• Understanding of Capital Markets products;
• Understanding of financial accounting concepts.
• Currently enrolled in an undergraduate program; graduating in Spring 2025, 2026, 2027 (applicants are typically between their second and second last co-op term);
• Currently working towards a degree in: Business, Math or Engineering;
• Knowledge of BMO CM’s financial systems an asset;
• Knowledge of advanced statistical packages, such as “R”, SAS would be an asset;

How to Apply:

For your application to be eligible for consideration, you must apply to both your career center posting and the BMO application link.

Please ensure the following items are submitted in your application:

• Resume
• Transcript (Required for application consideration - please upload it in the resume section when applying in BMO’s Workday application system)

BMO Capital Markets’ Office of the COO is currently looking for co-op students to support our Data and Analytics Strategy Team.

The student will be responsible for data-science related support for Capital Markets, enhancing the data and analytics capabilities of the organization. The candidates will help deliver specific technical solutions / tools for sharpening a holistic cross-business lens. Focus will be on augmenting critical first line platforms for which exceptional programming and data science skills are required. Tasks include: consolidating internal and external data relevant to core businesses (data engineering, validation, enhancement); creation and development of analytics and predictive models using large datasets; producing visualizations and select dashboards to clearly articulate insights to decisionmakers. The position is suited for bright, hard-working individuals who enjoy working in a dynamic, fast-paced environment with minimal supervision.

Qualifications:

• We are looking for highly motivated individuals who can work well in a team-based environment
• Interest-in, and working knowledge of, capital markets and/or treasury concepts
• Strong attention to detail, organized, able to work independently
• Excellent written and verbal communication skills
• Excellent interpersonal and communications skills
• Capable of building long-term enterprise implementations vs. academic one-offs
• Solid documentation habits, bias towards explainability
• Strong programming skills with prior development experience
• Comfort working with large data sets; ability to manipulate, conduct analysis, and come to logical conclusions. Be able to communicate and present to the team
• Ability to learn quickly and juggle multiple priorities at the same time
• Co-op candidates having a background in data science and exposure to Finance/Accounting via coursework or prior work experience is a plus
• Above average work ethic and motivation

Technical
Qualifications:

Candidates must have advanced technical capabilities in Excel, Python, VBA, Java, and SQL.

Skill in other languages such as C, C#, C++ are an asset.

Expertise in dashboarding and visualization using PowerBI

Experience with AWS environments and tools (Sagemaker, Glue, S3, Athena etc.) preferred

Knowledge of AI tools and concepts (Tensorflow, Pytorch, Prompt Engineering, Transformers, etc.) valued

Strong knowledge of the Microsoft Office Suite

Solid understanding of statistical concepts

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.