Investment Banking Analyst, Calgary (Winter 2025)

Posted:
9/6/2024, 1:31:42 PM

Location(s):
Canterbury, New Zealand ⋅ Christchurch, Canterbury, New Zealand

Experience Level(s):
Internship

Field(s):
Finance & Banking

Application Deadline:

09/12/2024

Address:

525 8th Avenue SW 9th Flr

Job Family Group:

Capital Mrkts Sales & Service

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:

  • Running valuation analyses;

  • Performing complex financial modeling;

  • Conducting industry and company research and analysis;

  • Developing client presentations;

  • Writing internal and external marketing memoranda;

  • Performing other tasks supporting client relationships and business development.

This position is located in Calgary, Alberta and 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:

  • Currently enrolled in an undergraduate degree program; graduating in Spring 2026 and onwards

  • A minimum cGPA of 3.4/4.0

  • Outstanding academic, achievement and peer recognition

  • Excellent analytical skills in business, financial and credit analysis areas

  • 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

  • Excellent capacity to independently function as part of a team through self-motivation

  • Strong work ethic

  • A high level of integrity

  • 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)

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:

  • Cover letter (optional)

  • Resume

  • Transcript

The campus job description above aligns to the full time 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.

  • 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.

    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.

Please note the salary for this specific position is $100,000 CAD.

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: https://jobs.bmo.com/global/en/Total-Rewards

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/ca/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. 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.

Bank of Montreal (BMO)

Website: https://www.bmo.com/

Headquarter Location: Toronto, Ontario, Canada

Employee Count: 10001+

Year Founded: 1817

IPO Status: Public

Last Funding Type: Post-IPO Equity

Industries: Banking ⋅ Crowdfunding ⋅ Finance ⋅ Financial Services