Allocation Analyst (Montreal)

Allocation Analyst (Montreal)

17 Apr
|
BMO
|
Montreal

17 Apr

BMO

Montreal

BMO Capital Markets BMO Capital Markets is a leading, full‑service North American‑based financial services provider offering equity and debt underwriting, corporate lending, project financing, M&A advisory, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. Location: Montreal, Quebec Term: Summer Internship (May–August) What’s in it for you? As an intern at BMO, you will have the prospect to be heard, keep growing and make a difference. Summer Analysts start the internship by completing a one‑week training and orientation program. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Access to C‑Suite early in your career Work flexibility for mental health and well‑being Competitive compensation First‑class training and development Networking workshops and student socials Eligibility Criteria You are a student at an accredited Canadian post‑secondary institution/university, currently enrolled in an undergraduate program with a graduation date of December 2027 or Spring 2028. You are available to work full‑time from May to August 2027. Proven track record of excellent academic standing, extracurricular participation and demonstrated interest in finance. You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorised to work in Canada and will not require sponsorship in the future. Application Requirements One‑page resume Cover letter (optional) Unofficial transcript About Corporate Banking, Treasury & Payment Solutions Do you have a passion for sales, client research or planning? If so,



join our Treasury and Payment Solutions team and learn how we support clients through sales activities and more. As a Sales Analyst, you will be in a sales support role accountable to provide support to Sales Professionals to support the end client. This role is accountable for delivering effective sales support to the sales teams by acting as the day‑to‑day sales contact for the client for sales related questions and by providing support for pre‑sales activities such as presentations, bids/proposals, and requests for information. Responsibilities Provide coordination of cash management product implementation and financial transaction set‑up. Aid the Treasury and Payments Solutions team in sales prep such as client research, account schematics, deck drafts and prospect/client files for planning client/prospect meetings. Compile pre‑call and post‑call information packages to validate client holdings, pricing, and volumes, ensuring the team has the information necessary to be knowledgeable about the clients’ business and needs. Review existing client base and suggest new bank solutions and enhancements as appropriate. Maintain up‑to‑date client information to ensure client history is accurate and complete. Track each implementation request to keep the process on track to the timeline committed to the client, and ensure once the implementation is completed the client is billed accurately.



Qualifications Must have Currently enrolled in an undergraduate degree program with a graduation date of December 2027 or Spring 2028. Proven track record of excellent academic standing, extracurricular participation and demonstrated interest in finance. Demonstrated leadership in extracurricular activities. Strong financial analysis and modelling skills; proficient in Word, Excel and PowerPoint. Knowledgeable in the principles of finance and the financial markets. Detail oriented; effective writtenand verbal communication skills are essential for presenting and writing reports. Outgoing and personable; team player able to work effectively in small groups. You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future. Fluent in French and English. Nice to have Previous banking or credit risk management experience. Salary $45,500.00 – $84,500.00 Pay Type Salaried Benefits BMO Financial Group offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Additional perks and rewards may be available. About Us At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. EEO Statement BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. #J-18808-Ljbffr

📌 Allocation Analyst (Montreal)
🏢 BMO
📍 Montreal

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