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Bank of Montreal

Runs Canadian and US banks for people and firms

U.S. Commercial FX and Interest Rate Sales Analyst

Sales & TradingConfirmed live in the last 24 hours
Full-timeChicago, IL, USAIn-person

About the Job

Requirements

  • A bachelor's degree in finance, economics, business, mathematics, engineering, data science, or a related field, or an equivalent combination of education and relevant experience.
  • 0–2 years of relevant experience, including internships or early-career experience in capital markets, commercial banking, corporate treasury, risk management, consulting, or financial analysis.
  • Demonstrated interest in corporate risk management, financial markets, and derivative products, particularly across interest rates and foreign exchange.
  • Strong analytical and problem-solving skills, including comfort working with financial statements, market data, cash flows, pricing outputs, and scenario analysis.
  • Strong attention to detail and organizational skills, with the ability to manage multiple client requests, deadlines, and workstreams in a fast-paced environment.
  • Strong written and verbal communication skills, sound judgment, intellectual curiosity, and a collaborative, client-service mindset.
  • Ability to build effective relationships across teams and functions.
  • Proficiency in Microsoft Excel and PowerPoint, with the ability to learn trading and CRM systems quickly.

Responsibilities

  • Support senior Global Markets Advisors across client coverage, opportunity development, pitch preparation, pricing, transaction execution, and post-trade follow-up for interest rate and foreign exchange derivative solutions.
  • Review client financial statements, debt profiles, cash flows, international operations, transaction activity, and other information to help identify interest rate and foreign exchange exposures and potential hedging needs.
  • Monitor macroeconomic and financial market developments and prepare concise market updates, scenario analyses, and client-specific observations to support client discussions.
  • Assist in evaluating and presenting derivative strategies, including interest rate swaps, caps, and collars, as well as foreign exchange forwards, swaps, and options; translate product mechanics, economics, risks, and trade-offs into clear, client-friendly materials.
  • Coordinate with trading, credit, legal, onboarding, operations, and risk partners to obtain pricing, prepare transaction materials, validate key economics, and support timely and accurate execution.
  • Create and maintain pitch books, market updates, exposure analyses, pricing summaries, term sheets, and other marketing materials for client meetings and internal coverage discussions.
  • Maintain accurate opportunity pipelines, client activity, next steps, and coverage metrics in applicable customer relationship management and reporting tools; help senior marketers prioritize follow-ups and identify actionable opportunities.
  • Adhere to applicable policies, procedures, suitability standards, documentation requirements, internal controls, and regulatory expectations; exercise sound judgment, escalate questions appropriately, and safeguard client and bank information.
  • Contribute to dashboards, reporting, data quality, workflow improvements, and strategic initiatives designed to improve coverage effectiveness and the client experience.
  • Build proficiency in interest rate and foreign exchange markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement through formal training and day-to-day mentorship from senior team members.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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