Bank of Montreal

BMO Capital Markets New Grad 2027: Global Markets Corporate Banking, Analyst

Bank of Montreal$95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Currently enrolled in undergraduate or Master’s program, graduating December 2026 or Spring 2027
  • Minimum GPA of 3.4/4.0
  • At least two finance and accounting courses with grades 'B' or higher
  • Strong financial analysis and modeling skills
  • Effective written and verbal communication capabilities
  • Demonstrated leadership in extracurricular activities
  • Outgoing and personable, able to collaborate within a team environment

Responsibilities

  • Research and analyze financial and operational information for companies and industries
  • Prepare concise credit applications and memoranda for Credit presentations
  • Maintain current financial data on clients for annual reviews and monitoring
  • Perform financial statement analysis using specified software
  • Conduct credit risk analysis using various information sources
  • Assess financial stability and capabilities of counterparties
  • Review credit documentation to ensure compliance with approved terms

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives and discretionary bonuses
Full Job Description

Application Deadline:

07/26/2026

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

What will you do?

  • Research and analyze financial and operating information relating to current and prospective companies and industries.
  • Prepare concise, accurate and well-reasoned written credit applications and memoranda for both new and existing transactions for presentation to Credit.
  • Maintain current financial information on clients in order to perform timely annual reviews, financial covenants, and internal trigger monitoring.
  • Perform financial statement analysis including completion of spreading software (RRT).
  • Conduct credit risk analysis of transactions using all available sources of information including, but not limited to financial statements, legal documentation, etc.
  • Assess financial soundness of counterparties including appropriate debt levels, debt service and repayment capabilities.
  • Analyze transactions for structural strengths and weaknesses and structure appropriately to mitigate weaknesses.
  • Review credit documentation for conformity with approved Credit terms and conditions.

Partnership Efforts

  • Liaise with Global Markets areas and with various lines of business and operational areas of the Bank as required.
  • Support Global Markets areas on portfolio management needs and growth initiatives of the business.
  • Assist in updating Financing Guidelines.
  • Participate in various projects as required.

What you will need to succeed

  • An undergraduate degree with outstanding academic achievement.  Specific academic coursework in finance, economics, or accounting is preferred.
  • Exposure with corporate banking experience in a corporate lending environment
  • Credit analysis exposure.
  • General knowledge of loans and derivative facilities.
  • Knowledge of capital markets, investment banking products and applicable regulations.
  • Knowledge of organizational lending and portfolio management policies and objectives.
  • Excellent analytical skills to include business, financial, and credit analysis areas.
  • Strong interpersonal skills used within a collaborative and demanding team environment.
  • Strong proficiency in other Microsoft Office products including MS Word and PowerPoint.
  • Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.
  • Proficiency in building cash flow and other financial models is beneficial.

Qualifications:

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

  • Currently enrolled in an undergraduate or Master’s degree program with a graduation date of December 2026 or Spring 2027

  • A minimum GPA of 3.4/4.0;

  • Minimum of two finance and accounting classes with grades “B” or higher;

  • Outstanding academic, achievement and peer recognition;

  • Demonstrated leadership in extracurricular activities;

  • Strong financial analysis and modeling skills;

  • Proficient in Word/Excel/PowerPoint;

  • Effective written and verbal communication skills are essential for presenting and writing reports;

  • Detail oriented;

  • Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes;

  • Outgoing and personable; team player able to work effectively in small groups;

  • Knowledgeable in the principles of finance and the financial markets;

  • Comfortable working in a fast-paced environment;

  • Previous banking or credit risk management experience preferred;

How to Apply:

Please ensure the following items are submitted in your application:

1. Resume

2. Transcript (required for application consideration – please upload it in the resume section when applying in BMO’s Workday application

The campus new grad job description above aligns to the internal full time job description below:

Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.

  • Develops written internal and external marketing pitch material.
  • Supports deal teams in development, presentation, and winning mandates.
  • Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
  • Seeks to develop an understanding of client needs and outcomes.
  • 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 financial and operating information relating to companies and industries.
  • Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.
  • Creates statistical exhibits and trend analysis of financial performance for client presentations.
  • Completes due diligence and credit analysis on new and existing client relationships.
  • Prepares industry compilations.
  • Completes quality reports/analyses.
  • 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.
  • 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.
  • Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.
  • Has financial analysis training and experience.
  • Has up to 3 years of relevant experience within investment and/or corporate banking unit.
  • Excellent analytical skills. 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.

Please note the salary for this specific position is $95,000

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

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