Analyst, Financial Institutions Group (FIG) Investment Banking

Bank Of Montreal

Not Interested
Bookmark
Report This Job

profile Job Location:

New York City, NY - USA

profile Monthly Salary: Not Disclosed
Posted on: 21 hours ago
Vacancies: 1 Vacancy

Job Summary

Application Deadline:

11/29/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

BMOs Financial Institutions Group (FIG) is hiring an Analyst to join its Insurance Investment Banking team in New York.

You will provide a combination of deep insurance 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.

Key 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 Banks risk appetite with client needs when making recommendations / proposals

Qualifications:

  • Education: Bachelors degree in Finance Economics Business or a related field with an outstanding record of academic achievement.
  • Interest or experience in FIG is desired
  • 0-3 years of relevant work experience in investment banking is preferred
  • 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

Base Salary: USD110000- USD$135000 (subject to the candidate meeting the specific skills experience education and qualification requirements)

Salary:

Pay Type:

Salaried

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable federal state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.

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.


Required Experience:

IC

Application Deadline:11/29/2025Address:151 W 42nd StreetJob Family Group:Capital Mrkts Sales & ServiceBMOs Financial Institutions Group (FIG) is hiring an Analyst to join its Insurance Investment Banking team in New York.You will provide a combination of deep insurance industry sector expertise inno...
View more view more

Key Skills

  • Financial Services
  • Cash Flow Analysis
  • Banking
  • Corporate Finance
  • Analysis Skills
  • Microsoft Powerpoint
  • Securities Law
  • Investment Banking
  • Private equity
  • Financial Analysis
  • Financial Modeling
  • Bloomberg

About Company

Company Logo

We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more

View Profile View Profile