Bmo Capital Markets - Investment Banking Analyst Real Estate Brokerage Group, Toronto (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.

Program Overview:

This position will be situated with the Real Estate Property Brokerage team in Toronto.

The Co-op Analyst program is designed for candidates between their second and third undergraduate years. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors.

Responsibilities:

As an Investment Banking Co-op Analyst within the Real Estate Property Brokerage team at BMO Capital Markets, you will gain valuable exposure to the real estate industry and work with a variety of financial products, including mortgage financings, individual and portfolio asset sales, mergers and acquisitions, and financial advisory. Responsibilities can include:

• Writing and preparing portions of confidential information memorandums and other marketing material;
• Reviewing third party reports including appraisal, building condition and environmental reports; and
• Reading and summarizing property leases and other legal documents;
• Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of real estate properties across all major asset classes;
• Assisting in preparation of pitches and presentations;
• Collecting real estate market information and maintaining research databases;
• Performing other tasks supporting client relationships and business development.

This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking, with a particular focus on the real estate sector.

Qualifications:

As an Analyst, you will be part of a dynamic investment banking environment. We are looking for highly motivated, mature individuals with the following attributes:

• Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;
• A high level of integrity; and
• Strong interpersonal skills used within a demanding team environment;
• Currently enrolled in an undergraduate degree program; graduating in Spring 2025, 2026, 2027
• Outstanding academic, achievement and peer recognition;
• A minimum cGPA of 3.4/4.0;
• Currently enrolled in an undergraduate degree program specializing in: real estate, commerce, finance, economics, math or engineering;
• Strong work ethic;
• Excellent capacity to independently function as part of a team through self-motivation;
• Experience working within one or more of the following areas would be an asset: real estate appraisal, asset/ investment management, financial analysis or investment brokerage.
• Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and potentially Argus Software;

How to Apply:

For your application to be eligible for consideration, you must apply the BMO link application link.

Please ensure the following items are submitted in your application:

• Transcript
• Cover Letter (optional)
• Resume

The campus job description above aligns to the internal job description below.

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Verbal & written communication skills - In-depth.
• Completes quality reports/analyses.
• Applies technical concepts and understands implication of work to client/transaction.
• Specialized knowledge from education and/or business experience.
• Financial analysis training and experience.
• Influence skills - In-depth.
• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
• Develops written internal and external marketing on pitch material.
• Provides analytical findings to deal teams.
• Analytical and problem solving skills - In-depth.
• Skilled in creating statistical presentations.
• Researches and analyzes company and industry financial and operating information.
• 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.
• Provides feedback on, and supports continuous improvement opportunities.
• Develops an understanding of and proficiency in using all required systems and models.
• Thinks creatively and proposes new solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Highly skilled in building complex financial models.
• Expertise in financial computer applications and database management tools.
• Supports deal teams in development, presentation, and winning mandates.
• Provides materials to support an outstanding client experience.
• Collaboration & team skills - In-depth.
• Delivers financial modeling to support strategic recommendations to clients.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Focus may be on a business/group.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Builds effective relationships with internal/external stakeholders.
• Seeks to develop an understanding of client needs and outcomes.
• Ensures alignment between stakeholders.
• Broader work or accountabilities may be assigned as needed. 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.

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.