Application Deadline:

11/07/2026

Address:

105-119-129 rue St-Jacques O

Job Family Group:

Capital Mrkts Sales & Service

The Montreal Investment Banking team is hiring an experienced Analyst or Associate to join the team in Montreal.

Provides a combination of deep industry sector expertise, creative 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.

- Participates in deal teams to develop, present, and win mandates for new opportunities.
- Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
- Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
- Initiates contact with partners for new client sales.
- Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
- Reviews and continually monitors performance of existing accounts and client relationships.
- Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
- Identifies opportunities to diversify client portfolios.
- 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.
- Creates financial models to analyze client portfolios and anticipate client needs.
- Uses financial analysis to proactively identify opportunities to cross-sell.
- Generates updated financial models / analyzes as dictated by business needs and industry requirements.
- Analyzes/ assesses industry compilations.
- 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 (credit, market, operational, legal/compliance, etc.).
- Provides feedback on, and supports continuous improvement opportunities.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
- 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 is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose,



and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
- Qualifications:
- Typically between 1 - 6 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.
- 1+ years of investment banking or valuation experience at a financial analyst level.
- Knowledge of capital markets, investment banking products and applicable regulations.
- Credit analysis experience/ understanding.
- Good knowledge of the organizational portfolio management policies and objectives.
- Demonstrates solid deal/transaction execution and/or project management skills.
- Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
- Expertise in financial computer applications and database management tools.
- Technical proficiency gained through 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.
- Data driven decision making - In-depth.

Base Salary:

The annual base salary range for this position is CAD$100,000– 135,000. Base salary will be dependent on level and experience.

Salary :

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range an

📌 Analyst/ Associate, Investment Banking (Montreal)
🏢 BMO
📍 Montreal