Investment Banking Analyst
At a glance
Mid-level Investment & Corporate Development role at BMO (Privileged). Toronto · CA$100,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Research companies and industries, then build financial models and valuations for client and sector assessments
- Prepare pitch materials and supporting analysis so deal teams can present proposals and win mandates
- Create financial trend analysis, statistical exhibits and industry comparisons for client presentations
- Deliver modeling and analytical findings that support strategic advice to clients and deal teams
- Work with stakeholders on strategic initiatives, clearer processes and improved service
What you bring
- An undergraduate degree with finance, economics or accounting coursework and strong academic results
- Financial analysis training and experience, with experience in investment or corporate banking
- Strong ability to build complex financial models and create statistical presentations
- You can organize detailed information across multiple projects and work independently within a team
Who this fits
This role suits someone who can manage demanding project work, collaborate closely with a team and handle much of their work independently. It is based in Toronto.
From the employer
Application Deadline:
12/30/2026Address:
3022 Bloor Street WestJob Family Group:
Capital Mrkts Sales & ServiceProvides 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.
Please note the base salary for this role is CAD 100,000
Salary:
Pay Type:
SalariedThe 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
About Us
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.