Investment Banking Analyst, Technology

About the Role

The Investment Banking Analyst, Technology role at BMO U.S. involves providing deep industry sector expertise, innovative thinking, and world-class execution. The position collaborates to generate creative, client-focused solutions across a full suite of products using an integrated Capital Markets platform.

Key Responsibilities

• Develops written internal and external marketing and 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.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information.
• Performs complex financial modeling and runs valuation analysis as part of client/industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Prepares industry compilations.
• Completes quality reports/analyses.
• Applies technical concepts and understands the implication of work to clients/transactions.
• Develops an understanding of and proficiency in using all required systems and models.
• Participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls, and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.
• Takes measured risks while protecting the bank by applying the Risk Management Framework, aligning to business strategy, protecting assets, and adhering to applicable policy documents, laws, and regulations.

Requirements & Tech Stack

• Financial analysis training and experience.
• Expertise in using financial computer applications and database management tools.
• Skilled in creating statistical presentations.
• Developed understanding and proficiency in using all required systems and models.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting with outstanding academic achievement.
• 0 - 3 years of successive relevant experience within investment and/or corporate banking.
• Shows initiative, prioritizes work, and multi-tasks effectively.
• Highly skilled in building complex financial models.
• Creative, insightful, and resourceful.
• Strong interpersonal skills within a demanding team environment.
• Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
• Works independently within a team environment.
• Specialized knowledge from education and/or business experience.
• In-depth verbal & written communication skills.
• In-depth collaboration & team skills.
• In-depth analytical and problem-solving skills.
• In-depth influence skills.

Salary

• Salary range: $110,000 up to $135,000 USD
• Pay Type: Salaried
• Salaries will vary based on factors such as location, skills, experience, education, and qualifications.
• For commission roles, the salary listed represents the expected target for the first year.
• BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.