Bmo Capital Markets - Investment Banking Analyst, 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:

The Co-op Analyst program is designed for candidates between their second and third undergraduate years. Co-op Analysts will participate in a one week training and orientation program and are assigned to a specific Investment Banking product or industry group during the 15-week program. 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 at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Responsibilities can include:

• Developing client presentations;
• Running valuation analyses;
• Performing complex financial modeling;
• Performing other tasks supporting client relationships and business development.
• Writing internal and external marketing memoranda;
• Conducting industry and company research and analysis;

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.

Qualifications:

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

• Excellent capacity to independently function as part of a team through self-motivation
• Preference will be given to those students in their 2nd or 3rd co-op term with a concentration in finance, accounting, economics, engineering and math (statistics)
• Minimum of two finance and accounting classes with grades “B” or higher
• Excellent analytical skills in business, financial and credit analysis areas
• Strong work ethic
• A high level of integrity
• Strong interpersonal skills used within a demanding team environment
• Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner
• Outstanding academic, achievement and peer recognition
• A minimum cGPA of 3.4/4.0
• Enrolled in an undergraduate degree program; graduating in Spring 2025, 2026, 2027

How to Apply:

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

Please ensure the following items are submitted in your application:

• Resume
• Transcript
• Cover Letter (optional)

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.

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

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.