Analyst, Financial Institutions Group (FIG) -… at BMO · New York

Summary: BMO Capital Markets Corp. is seeking an Analyst to join its Financial Institutions Group (FIG) in New York. The role involves providing deep insurance industry expertise and innovative solutions to clients while participating in deal teams and creating financial models to support strategic initiatives. Responsibilities: - Participates in deal teams to develop, present, and win mandates for new opportunities - Creates pitch books for clients with respect to financial solutions and participates in client presentations - Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs - Reviews and continually monitors performance of existing accounts and client relationships - Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations) - Supports the execution of strategic initiatives in collaboration with internal and external stakeholders - Builds effective relationships with internal/external stakeholders - Generates updated financial models / analyses as dictated by business needs and industry requirements - Creates financial models to analyze client portfolios and anticipate client needs - Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables - Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.) - Delivers financial modeling to support strategic recommendations to clients - Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.) - Balances the Bank's risk appetite with client needs when making recommendations / proposals Required Qualifications: - Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement - Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment - Detail oriented with strong analytical abilities - Deep, sophisticated understanding of accounting and finance - Excellent mathematical, written/verbal communication, and computer skills - Sound and professional judgement - SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Preferred Qualifications: - Interest or experience in FIG is desired - 0-3 years of relevant work experience in investment banking is preferred Required Skills: Financial modeling, Accounting, Finance, Investment banking, SIE Exam, Series 79, Series 63 Benefits: Performance-based incentives, Discretionary bonuses, Health insurance, Tuition reimbursement, Accident and life insurance, Retirement savings plans, In-depth training and coaching, Manager support and network-building opportunities