Bank of Montreal

Analyst, Investment Banking

Bank of Montreal$70K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years relevant experience in finance or a related field.
  • Undergraduate degree with coursework in finance, economics, or accounting.
  • Financial analysis training and practical experience.
  • Experience in investment or corporate banking is preferred.
  • Advanced skills in building complex financial models.
  • Proficient in financial applications and database management tools.
  • Effective communication and collaboration skills.

Responsibilities

  • Develop and create marketing pitch materials for clients.
  • Assist deal teams in the presentation and acquisition of mandates.
  • Understand client needs to tailor services effectively.
  • Provide analytical support to enhance client experiences.
  • Identify leads for operational improvements for better service delivery.

Benefits

  • Health insurance plans for employees and families.
  • Tuition reimbursement for further education.
  • Accident and life insurance coverage.
  • Retirement savings plans with company contributions.
  • Performance-based incentives and bonuses.
Full Job Description

Application Deadline:

06/08/2026

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

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.

  • Develops written internal and external marketing on pitch material.
  • Supports deal teams in development, presentation, and winning mandates.
  • Seeks to develop an understanding of 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.
  • Completes quality reports/analyses.
  • 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.
  • Applies technical concepts and understands implication of work to client/transaction.
  • Develops an understanding of and proficiency in using all required systems and models.
  • 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.
  • Focus may be on a business/group.
  • 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.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

    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.
  • An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
  • Financial analysis training and experience.
  • 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.
  • Highly skilled in building complex financial models.
  • Expertise in financial computer applications and database management tools.
  • Skilled in creating statistical presentations.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

This job posting is for a current vacancy.

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

Similar Jobs

More Jobs at Bank of Montreal

More Finance & Insurance Jobs

Find similar Analyst, Investment Banking jobs: