Investment Banking Analyst, Loan Syndications

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.

Responsibilities

• Collaborates to generate creative, client-focused solutions for 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 implications 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 behavior; 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.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Takes measured risks while protecting the bank by applying the Risk Management Framework.

Requirements

• Typically between 3 - 5 years of relevant experience and post-secondary degree in a 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, and 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.

Pay

The salary range for this role is $110,000 up to $135,000 USD, subject to the candidate meeting the specific skills, experience, education, and qualification requirements. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. For commission roles, the salary listed represents BMO Financial Group’s expected target for the first year in this position.

Benefits

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

For more details on benefits, visit BMO Total Rewards.