Analyst, Real Estate, Investment Banking at BMO U.S. in New York, NY

Summary: BMO U.S. provides deep industry sector expertise and innovative solutions through its Capital Markets platform. The Analyst role focuses on supporting deal teams, developing marketing materials, and conducting financial analysis to enhance client experiences and drive strategic initiatives. Responsibilities: - 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 analyses as part of client / industry evaluations - Creates statistical exhibits and financial performance trend analysis for client presentations - Prepares industry compilations - Performs market research and synthesizes findings for internal and external 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 - 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 - 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 Required Qualifications: - Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or 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, accounting or real estate, with outstanding academic achievement - Financial analysis training and experience - Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detail - 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 Preferred Qualifications: - FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory Required Skills: Financial analysis, Financial modeling Important Skills: Database management tools, Statistical presentations, Investment banking experience Nice-to-Have Skills: Analytical skills, Verbal communication, Written communication, Collaboration skills, Problem solving, Initiative, Attention to detail Benefits: Health insurance, Tuition reimbursement, Accident and life insurance, Retirement savings plans