Investment Banking Analyst

BMO U.S.

. Provides industry sector expertise, innovative thinking, and execution across a full suite of Capital Markets products .

Posted 9/18/2026full-timeNew York City • California • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, complex financial modeling, and client-focused solutions within Capital Markets. Proficient in stakeholder relationship management and delivering high-quality reports and presentations to support strategic initiatives.

Highest-signal resume keywords

Financial AnalysisComplex Financial ModelingStakeholder Relationship ManagementStatistical Presentation CreationRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation AnalysisData AnalysisFinancial Analysis TrainingDatabase Management ToolsCapital Markets ProductsClient Needs AssessmentQuality ReportingStatistical ExhibitsCompliance and Internal Controls

Soft Skills

Creative ThinkingProblem-SolvingCollaborationInfluence SkillsVerbal and Written Communication

Industry Keywords

Investment BankingCorporate BankingFinancial ServicesClient ExperienceStrategic Initiatives

About the role

Key responsibilities & impact

Provides industry sector expertise, innovative thinking, and execution across a full suite of Capital Markets products
Collaborates to generate creative, client-focused solutions for prospective and current clients
Develops written internal and external marketing and pitch materials
Supports deal teams in developing, presenting, and winning mandates
Develops an understanding of client needs and outcomes
Provides materials supporting an outstanding client experience
Identifies opportunities to increase efficiency and improve service
Provides analytical findings to deal teams
Supports strategic initiatives with internal and external stakeholders
Builds effective stakeholder relationships and ensures alignment
Completes quality reports and analyses
Researches and analyzes company and industry financial and operating information
Performs complex financial modeling and valuation analysis for client and industry evaluations
Creates statistical exhibits and financial performance trend analyses for client presentations
Applies technical concepts to client and transaction implications
Uses required systems and models
Supports continuous improvement opportunities
Integrates information from multiple sources to improve processes, analysis, and reporting
Delivers financial modeling supporting strategic recommendations to clients
Applies risk management, internal controls, compliance, policies, laws, and regulations
Thinks creatively and proposes new solutions
Exercises judgment to identify, diagnose, and solve problems
Works mostly independently
Takes risk-informed decisions aligned with business strategy and risk appetite

Requirements

What you’ll need

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 with academic coursework in finance, economics, or accounting
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
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Equal employment opportunity
Reasonable accommodations for individuals with disabilities