Investment Banking Analyst, Financial Institutions Group

  • 2-3 Year
  • Toronto
  •   Posted On: September 14, 2018
  •   Skills:  Analytical Ability, Communication, Customer Service Manager, Investment banking

Job Overview

Roles & Responsibilities

Key Accountabilities

Create financial models for mergers and acquisitions, valuations, and other financial analysis. 

Create pitch books for new client capital markets opportunities, including potential mergers and acquisitions, equity and debt financings, and regulatory capital perspectives.

Create and maintain databases including industry-specific information, trading comparables and precedent transactions.

Monitor client, industry and regulatory changes which may affect coverage of clients.

Conduct due diligence that includes analysis of business models, and comprehensive review of industry trends and related regulations.

Build and maintain strong relationships with product groups, including M&A, ECM, DCM, and corporate banking.

Participate in deal teams to develop, present and win mandates for new opportunities.

Work closely with analysts and external resources providing guidance and quality control while encouraging a positive team culture.


Qualifications 

Knowledge:

An undergraduate degree with academic coursework in finance, economics or accounting, and an outstanding academic achievement. 

2-3 years of successive relevant experience.

Previous experience in investment banking, equity research or at a major accounting firm.

Experience in financial institutions or similar sectors would be an asset, although not required.

Skills: 

Tremendous analytical skills, including business, financial, valuation and credit analysis. 

Highly skilled in building complex financial models.

Highly developed written and oral communication skills.

Expertise in MS computer applications, including Excel, Powerpoint and Word.

Ability to be creative, insightful and resourceful in the performance of analysis and work.

Strong interpersonal skills used within a demanding team environment.

Demonstrated ability to maintain and grow a positive team culture.

Strong ability to attentively review, assess and provide detailed information on multiple projects in an organized manner.

Proven ability to work independently and as part of a team.

About BMO Financial Group

Bank of Montreal is bilingual -- it speaks Canadian and American business. Also known as BMO Financial Group (or, more familiarly, BMO, pronounced "bee-moe"), the company is one of Canada's oldest and biggest banks. Serving individuals, government agencies, and businesses large and small, it has about 900 branches that provide deposits, mortgages and loans, life insurance, credit cards, investments, and wealth management services.

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