Bank of Montreal

Middle Market M&A Analyst

Bank of Montreal$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of relevant experience and a post-secondary degree in finance, economics, or accounting.
  • Financial analysis training with practical experience in investment or corporate banking.
  • Proven ability to build complex financial models and utilize financial computer applications.
  • Strong organizational skills to manage multiple projects effectively and independently.
  • In-depth verbal and written communication, analytical, and problem-solving skills.

Responsibilities

  • Develop compelling internal and external marketing materials for pitch presentations.
  • Support deal teams in winning mandates through analytical findings and strategic insights.
  • Proactively understand and address client needs to enhance their experience.
  • Research, analyze, and compile financial and operational information for investor presentations.
  • Identify and implement opportunities for efficiency in services to both internal and external clients.

Benefits

  • Comprehensive health insurance, including accident and life coverage.
  • Tuition reimbursement to support ongoing education and professional development.
  • Retirement savings plans with opportunities for future financial security.
  • Performance-based incentives and discretionary bonuses for exceptional contributions.
Full Job Description
07/02/2026 Address: 90 S 7th Street 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. • 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 implication of work to client/transaction. • 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 behaviour; 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. • 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 with outstanding academic achievement. • Financial analysis training and experience. • 0 - 3 years of successive relevant experience within investment and/or corporate banking. • Shows initiative, prioritizes work, multi-tasks effectively. • Highly skilled in building complex financial models. • Expertise in using financial computer applications and database management tools. • Skilled in creating statistical presentations. • 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. • Verbal & written communication skills - In-depth. • Collaboration & team skills - In-depth. • Analytical and problem solving skills - In-depth. • Influence skills - In-depth. 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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