BMO Capital Markets Summer 2024 Investment Banking Analyst
Posted on 3/17/2023
Calgary, AB, Canada
Experience Level
Desired Skills
Financial analysis
  • Students who are enrolled in an undergraduate degree program; graduating in December 2024 or April 2025
  • Have a minimum cGPA of 3.4/4.0
  • Pursuing an undergraduate degree in finance, math, accounting, engineering, economics, statistics
  • Outstanding academic achievement and peer recognition
  • Excellent analytical skills in business, financial and credit analysis areas
  • Strong interpersonal skills used within a demanding team environment
  • Demonstrated proactivity, resiliency, and an unfailingly positive attitude
  • Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner
  • Excellent capacity to independently function as part of a team through self-motivation
  • Strong work ethic and a high level of professional integrity
  • 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
  • Completes quality reports/analyses
  • 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
  • Applies technical concepts and understands implication of work to client/transaction
  • Develops an understanding of and proficiency in using all required systems and models
  • 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
  • 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 and an 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
  • Verbal & written communication skills - In-depth
  • Collaboration & team skills - In-depth
  • Analytical and problem solving skills - In-depth
  • Influence skills - In-depth
  • Summer Analysts start the internship by completing a one-week training and orientation program
  • During the next 15 weeks, you will be assigned to a specific Investment Banking product or industry group
  • Beyond the on-the-job experience, the program encourages interns to network across various business groups, learn about BMO Capital Markets culture, participate in training seminars, get feedback, and receive coaching and career guidance from dedicated mentors while broadening your skills
  • Get connected with various Capital Market professionals through CM Café Connext to grow your network
  • Upon successful completion of this internship, you may receive a full-time offer for BMO Capital Markets Investment and Corporate Banking
  • Running valuation analyses
  • Performing complex financial modeling
  • Conducting industry and company research and analysis
  • Developing client presentations
  • Writing internal and external marketing memoranda
  • Performing other tasks supporting client relationships and business development
Bank of Montreal (BMO)