We use cookies to improve the user experience, analyze traffic and display relevant ads.
Details Accept
Enter position

Overview of salaries statistics of the profession "Treasury Solutions Analyst in Canada"

Receive statistics information by mail
Unfortunately, there are no statistics for this request. Try changing your position or region.

Recommended vacancies

Senior Business Analyst to support multiple IM/IT Projects
S.i. Systems, Ottawa, ON
Our valued public sector client is seeking a Senior Business Analyst to support multiple IM/IT Projects The department has an ongoing need to modernize and maintain the IM/IT infrastructure through separate and distinct projects, funded using existing reference levels and Treasury Board funding. Work will span across multiple projects and key business stakeholders to assist with the delivery of transformational projects currently in the planning, implementation and close-out phase. Tasks: a) Develop and document statements of requirements for considered alternatives; b) Develop high level functional and technical requirements and specifications through the use of business process maps, Use Cases, documented outcome, business workflow and organizational models, data definitions and logical data models and/or solution prototypes; c) Perform business analyses of functional requirements to identify information, procedures, and decision flows; d) Evaluate existing procedures and methods, identify and document items such as database content, structure, application subsystems; e) Define and document interfaces of manual to automated operations within application subsystems, to external systems, and between new and existing systems; and f) Support and use the selected departmental methodologies. g) Develop high level functional and technical requirements and specifications through the use of JAD sessions; and ih Establish acceptance test criteria with client. Apply
Senior Bilingual Platform Analyst to to plan, build and implement modern applications to comply with growing business requirements based on PowerPlatform
S.i. Systems, Ottawa, ON
Our public sector clients are looking for a Reliability Cleared Bilingual Senior Platform Analyst (10+ years) to plan, build and implement modern applications to comply with growing business requirements based on PowerPlatform. The department recently underwent a requirement analysis to map out the departmental needs, processes and issues as well as inform the department of the technical limitations of the Treasury Board Secretariat (TBS) approved platform, Microsoft Power Platform. Following this initial analysis, they now requires a Platform Analyst to: (1) design system iterations using pre-determined business requirements, (2) develop system iterations: create and administer proof of concept (POC), and (3) along with a Tester conduct user acceptance testing (UAT) cases that meet the foundational platform requirements through the delivery of enabling technology by leveraging a Software as a Service (SaaS). Deliverables: Elicit, validate, prioritize and manage the functional, informational and non-functional requirements of the solution Model the AS-IS and TO-BE processes to meet all requirements in accordance with BPMN standard, Develop test cases to validate TO-BE processes, and all functional, informational and nonfunctional requirements Contribute to Project Management providing a critical path, progress reports, participate in scrum meetings and sprints to carry out activities outlined in the Project Management Plan, present to and sollicit input from the project steering committees etc… Collaborate with key stakeholders as appropriate to realize project advancement Liaise with developper team to inform system iterations and manage / clarify solution requirements Analyze documentation on findings and requirements found in previous consultations reports Must Haves: Federal Security Clearance Bilingual (English and French) 10+ years of experience om systems integration analysis Hold a valid IIBA Certification (ex. Agile Certification or Certified Scrum Master, ECBA, CCBA or CBAP) Significant experience in grants & contributions solutions in the context of CRM365/PowerApps Nice to Haves: 3+ projects in the last 10 years with Federal Government Experience 3+ projects in the last 8 years similar in nature, scope and complexity Apply
Director, Products and Hedging Solutions
Aon, Toronto, ON
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our PathWise Solutions Group (PSG) business group within Aon Reinsurance, in Toronto, Ontario. As a Director, Products and Hedging Solutions, you will report directly to the Managing Director, Consulting. This is a hybrid role with the flexibility to work both virtually and from our Toronto office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Lead Treasury Services including Stock Repurchase and FX hedging strategies. Supervise the development and implementation of innovative hedging and asset management strategies in PathWise to effectively manage complex exposures that combine Actuarial, Financial, and Capital Market risks. Lead the development- of sophisticated financial asset and liability models in PathWise to support various investment management and risk management projects. Lead quantitative research projects that support investment decision processes, utilizing quantitative skills, such as time series regressions, optimization, Monte Carlo simulation, and data visualization techniques. Lead the development of Economic Scenario Generators used in the valuation of financial assets and insurance liabilities. Further the development of robust processes for hedging, strategic asset allocation, scenario generator calibration and insurance company financial reporting. Provide expert analytical support to portfolio managers, traders, and risk managers on the risk, return and transaction cost/market impact of investment portfolios and strategies. How this opportunity is different This position will lead the Treasury and Hedging Solutions services provided by the PathWise Solutions Group (PSG) at Aon. The core responsibilities include leading and supervising the development and analysis of stock repurchase, FX hedging and asset allocation strategies in the PathWise platform and designing new financial models and processes within the system. Skills and experience that will lead to success Strong analytical and problem solving skills 10+ Experience as a risk analyst at a bank or investment management firm Experience with Accelerated Stock Repurchase (ASR) and Enhanced Open Market Repurchase (eOMR) programs at a bank Expert Knowledge of equity derivatives, cash and FX markets Expert knowledge of market microstructure: liquidity, price formation & discovery, transaction & timing costs Graduate degree in a quantitative discipline (Financial Engineering, Mathematical Finance), PhD preferred. Expert knowledge of financial assets including exotic derivatives and their valuation models Expert knowledge of stochastic interest rate and equity models Knowledge of statistics, finance and economics Strong numerical technique skills in PDE, optimization, time series analysis and Monte-Carlo simulation Expert programming skills in Python Experience implementing quantitative finance libraries in Python or C++ Strong communication skills for heavy team and client interactions Ability to work well in a fast-paced environment with changing priorities Experience working with financial software packages such as Numerix, FinCAD a plus How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-DR1 2535136
Relationship Manager - Transportation Finance Sales
BMO, Vancouver, BC
Application Deadline: 03/31/2024Address:595 Burrard StreetFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages banking relationships, plans for prospective clients.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and 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.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.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. To request accommodation, please contact your recruiter.
Bilingual Credit Management Resolution Officer - Remote
RBC, Lévis, QC
Job SummaryJob DescriptionWhat is the opportunity?You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during their time of need. You champion the RBC brand and provide support to our clients as they interact with us in a variety of ways. If you have strong communication skills, are inquisitive and are passionate about building client loyalty & trust come build a long-term career with RBC. This is a full time and shift oriented role with an opportunity to work from home. As Canadas leading financial institution, we are committed to safe banking and provide support to ensure your success in this critical role.What will you do?Engage with clients through Outbound calls regarding outstanding payments on their credit cards, personal and business accountsEducate & provide advice on credit solutions, negotiate tailored payment arrangements for overdue accounts to meet clients financial obligationsFocus on helping clients when they need us most, by responding empathetically to a variety of questions, offering solutions based on clients financial situationResolve problems at first point of contact in a friendly and helpful manner and maintain relationships with partners to work as one RBCContribute to team results by supporting all colleagues to be successful in meeting client needsManage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interestsWhat do you need to succeed?Must-haveAbility to work independently in a structured environment, as a Remote Office Employee (ROE), working in your home office with proven time management and organizational skills and must be able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with the hiring manager.Proven interpersonal, communication and problem resolution skillsAbility to build rapport while offering the right solutions for our clients while mitigating riskDesire to build exceptional client experiences, passionate and curious to help clients meet their needs and solve their concernsRequires fluency in French and English to serve our clients in the community with English speaking needsFlexibility to work various shifts that meet our clients needs Monday to Friday, between 8:00 AM to 9:00 PM EST and Saturday between 8:00 AM to 4:00 PM ESTNice-to-havePast experience in a customer service role where you provided a variety of needs-based solutionsNegotiation skillsExperience working in a team and metrics-based performance environmentPrevious experience working in a Contact/Call Centre and in a fast paced financial and/or service industryWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation and stock where applicableA world-class training program in financial servicesExcellent career development and access to a variety of job opportunities across business and geographiesLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamJob SkillsAdditional Job DetailsAddress:1540 BOUL GRBER:GATINEAUCity:GATINEAUCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-04Application Deadline:2024-05-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Business Analyst, Treasury Advisory
Deloitte,
Job Type:Permanent Work Model:Hybrid Reference code:126046 Primary Location:Calgary, AB All Available Locations:Calgary, AB; Toronto, ON; Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching Leverage the Deloitte CPA Advantage program, a comprehensive support program for CPA modules and the CFE. Be encouraged to deepen your technical skills...whatever those may be. Build your leadership skills at Deloitte University. Have many careers in one Firm. Partner with clients to solve their most complex problems Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Enjoy My Benefit Dollars - a flexible benefit to support your physical, financial and emotional well-being. Experience a firm where wellness matters. Experience MyFlex and an agile work environment where work is what you do not where you do it Experience MyFlex where reduced hours or seasonal work allows you to meet your personal goals. Build a network of colleagues for life Have an impact that matters through pro bono and significant volunteer opportunities. Be empowered to lead and have impact with clients, our communities and in the office. Be expected to share your ideas and to make them a reality. Be part of a firm that leads the way and pushes themselves to look like contemporary Canada. Grow your network and your knowledge by joining one of our many Employee Resource Groups. What will your typical day look like? Due to significant growth, we are looking for an experienced Business Analyst with expertise in Corporate Treasury to join our Canadian team. In this role, you will be leading/supporting Treasury advisory/ transformation projects focused on Treasury business processes and technology. You will be working with a collaborative team, analyzing client issues to gather information and synthesize findings into business solutions. Responsibilities can include: Working with clients to understand their business environment and requirements Facilitating and documenting client meetings and workshops Managing client and key stakeholders' expectations to help build and sustain long-term relationships with clients Assisting your project manager with development of deliverables and providing updates on project progress Supervising junior staff and assisting with the management of client engagements Reviewing, analyzing, and documenting business processes and gathering requirements Supporting vendor selections and system implementations in a business analyst role Generating innovative ideas and challenging the status quo Developing your expertise in a specialization and your reputation as a trusted business advisor Participating in the development and delivery of client proposals and go to market material About the team Deloitte's Treasury Advisory team works with CFO's, CIO's, CRO's, Treasurers and others within the treasury organization address key business challenges and enhance all aspects of treasury operations and controls. We differentiate ourselves by combining deep Treasury business experience with exceptional Treasury technology expertise in one team. Our team is comprised of specialists in cash and liquidity management, foreign exchange, financial risk and controls, debt and investments management, policies, governance, and treasury technology. We are recognized in the industry as a leader in Treasury Advisory consulting.Enough about us, let's talk about you To be successful depending on role level and experience, you will be someone with: • 2+ years of consulting or corporate treasury experience with focus on technology implementation projects. • Hands on experience with Treasury Strategy/ Transformations and Treasury Management System (TMS) implementations - ie. Kyriba, FIS, IONconsidered an asset • Strong understanding of Treasury business process and controls. Good working knowledge of cash management, FX, debt capital markets and interest rate risk management • Experience developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under inter-dependent project deadlines • Strong presentation, consulting, project management, client, and training/ mentoring skills • Professional designations such as CTP (Certified Treasury Professional) or CFA considered an asset • Authorized to work in Canada and willingness to travel periodically within North AmericaTotal RewardsThe salary range for this position is $83,000 - $125,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Business Analyst, Project Manager, Risk Management, Consulting, Technology, Finance
BMO Capital Markets Summer 2025 Investment Banking Analyst, Montreal
BMO, Montreal, QC
Application Deadline: 04/18/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Who we areInvestment & Corporate Banking offers our clients an integrated Capital Markets platform which is characterized by our sector ecosystem approach to deploying a combination of deep industry sector expertise, innovative thinking in a team based approach and world class execution across a full suite of products, all backed by a strong balance sheet.What will you do?Summer Analysts start the internship by completing a one-week training and orientation programDuring the next 15 weeks, you will be assigned to a specific Investment Banking product or industry groupBeyond the on-the-job experience, the program encourages interns to network across various business groups, learn about BMO Capital Markets culture, participate in training seminars, get feedback, and receive coaching and career guidance from dedicated mentors while broadening your skillsGet connected with various Capital Market professionals through CM Café Connext to grow your networkUpon successful completion of this internship, you may receive a full-time offer for BMO Capital Markets Investment and Corporate BankingWhat's in it for you?You will gain valuable exposure to a wide number of industries and work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory.Responsibilities include:Running valuation analyses;Performing complex financial modeling;Conducting industry and company research and analysis;Developing client presentations;Writing internal and external marketing memoranda;Performing other tasks supporting client relationships and business developmentWhat are we looking for?This position is ideally suited for talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking. As an Analyst, you will be part of a dynamic investment banking environment.Students who are enrolled in an undergraduate degree program; graduating in December 2025 and April 2026 Have a minimum cGPA of 3.4/4.0; Pursuing an undergraduate degree in finance, math, accounting, engineering, economics, statisticsYou 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 Outstanding academic achievement and peer recognition;Excellent analytical skills in business, financial and credit analysis areas;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, and an unfailingly positive attitude;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self-motivation;Strong work ethic and a high level of professional integrity.How to Apply: For your application to be eligible for consideration, please apply to this posting.Please ensure the following items are submitted in your application:1. Cover Letter (optional)2. Resume3. TranscriptThe campus job description above aligns to the full time job description below.Provides a combination of deep 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.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.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.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.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 may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 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.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $100,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's 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 Group's expected target for the first year in this position.BMO Financial Group's 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .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. To request accommodation, please contact your recruiter.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.
Treasury Business Analyst, Risk Advisory
Deloitte,
Job Type:Permanent Work Model:Hybrid Reference code:126046 Primary Location:Calgary, AB All Available Locations:Calgary, AB; Toronto, ON; Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching Leverage the Deloitte CPA Advantage program, a comprehensive support program for CPA modules and the CFE. Be encouraged to deepen your technical skills...whatever those may be. Build your leadership skills at Deloitte University. Have many careers in one Firm. Partner with clients to solve their most complex problems Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Enjoy My Benefit Dollars - a flexible benefit to support your physical, financial and emotional well-being. Experience a firm where wellness matters. Experience MyFlex and an agile work environment where work is what you do not where you do it Experience MyFlex where reduced hours or seasonal work allows you to meet your personal goals. Build a network of colleagues for life Have an impact that matters through pro bono and significant volunteer opportunities. Be empowered to lead and have impact with clients, our communities and in the office. Be expected to share your ideas and to make them a reality. Be part of a firm that leads the way and pushes themselves to look like contemporary Canada. Grow your network and your knowledge by joining one of our many Employee Resource Groups. What will your typical day look like? Due to significant growth, we are looking for an experienced Business Analyst with expertise in Corporate Treasury to join our Canadian team. In this role, you will be leading/supporting Treasury advisory/ transformation projects focused on Treasury business processes and technology. You will be working with a collaborative team, analyzing client issues to gather information and synthesize findings into business solutions. Responsibilities can include: Working with clients to understand their business environment and requirements Facilitating and documenting client meetings and workshops Managing client and key stakeholders' expectations to help build and sustain long-term relationships with clients Assisting your project manager with development of deliverables and providing updates on project progress Supervising junior staff and assisting with the management of client engagements Reviewing, analyzing, and documenting business processes and gathering requirements Supporting vendor selections and system implementations in a business analyst role Generating innovative ideas and challenging the status quo Developing your expertise in a specialization and your reputation as a trusted business advisor Participating in the development and delivery of client proposals and go to market material About the team Deloitte's Treasury Advisory team works with CFO's, CIO's, CRO's, Treasurers and others within the treasury organization address key business challenges and enhance all aspects of treasury operations and controls. We differentiate ourselves by combining deep Treasury business experience with exceptional Treasury technology expertise in one team. Our team is comprised of specialists in cash and liquidity management, foreign exchange, financial risk and controls, debt and investments management, policies, governance, and treasury technology. We are recognized in the industry as a leader in Treasury Advisory consulting.Enough about us, let's talk about you To be successful depending on role level and experience, you will be someone with: • 2+ years of consulting or corporate treasury experience with focus on technology implementation projects. • Hands on experience with Treasury Strategy/ Transformations and Treasury Management System (TMS) implementations - ie. Kyriba, FIS, IONconsidered an asset • Strong understanding of Treasury business process and controls. Good working knowledge of cash management, FX, debt capital markets and interest rate risk management • Experience developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under inter-dependent project deadlines • Strong presentation, consulting, project management, client, and training/ mentoring skills • Professional designations such as CTP (Certified Treasury Professional) or CFA considered an asset • Authorized to work in Canada and willingness to travel periodically within North AmericaTotal RewardsThe salary range for this position is $83,000 - $125,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Business Analyst, Consulting, CPA, Accounting, Technology, Finance
Business Analyst - Liquidity/Capital Markets
Michael Page, Toronto
Here's some of what you'll be doing:Partner with product SME's, Treasury, and Risk Management stakeholders to develop a strategic analytics platform to optimize the dealer's funding & financing needsLiaise with the business stakeholders on requirements and serve as subject matter expert for the productAct as product manager and champion for the platform's analytics and end-user experienceComplete in-depth analysis on trades and products across the bank and their overall impact on the dealer's funding positionDrive and facilitate data on-boarding from source systems onto the target solutionProvide end-to-end test case development for developers and end-usersMPI does not discriminate on the basis of race, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, or based on an individual's status in any group or class otherwise protected under applicable human rights legislation. MPI encourages applications from minorities, women, the disabled and all other qualified applicantsHere's some of what you'll bring to the table:Essential:Capital Markets experienceDerivatives and cross-asset product knowledgeHands-on expertise with data analyticsKnowledge of liquidity and collateral managementHands on understanding of liquidity reporting (2052A)Nice to have:Knowledge of liquidity and collateral regulations, including collateral monitoring, stress tests, forecast requirementsKnowledge of funding and cash managementTrading platform expertise with both in-house and vendor systems
BMO Summer 2025 Global Markets Analyst (Generalist & Quantitative/Developer), Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Program Overview:Summer Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients.A variety of desks host Summer Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading.Summer interns will work on one desk in Global Markets over a 15-week period. Interns will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each intern will complete one week of onboarding and training with other interns across BMO Capital Markets. There are continuous professional development activities throughout the summer. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership.Responsibilities: Summer interns are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, intern skill set, and business needs, responsibilities may include:Development and deployment of business solutions such as pricing and risk modelsMarket data capture and display, spreadsheet developmentProviding insight into trading strategies leveraging quantitative modellingImproving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc.Bespoke projects requiring market, portfolio, or client research and data analyticsCreating client presentation materials using PowerPoint and ExcelDeveloping client trade ideasPlanning client eventsRecapping and organizing market data and eventsShadowing and learning from Trading, Sales, and Strategy professionalsQualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse intern class that can fit into different roles across Global Markets.Required Qualifications:Currently enrolled in an undergraduate or Master's program with a graduation date of December 2025 or Spring 2026Strong academic record -minimum 3.4/4.0 GPA Extracurricular achievement;Demonstrated interest in and knowledge of financial markets;Excellent research and analytical skills, able to collect, analyze and interpret data;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, positive attitude and high motivation;Strong written and oral communication skills;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self -motivation;Strong work ethic and a high level of professional integrity;Detail and results orientated.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 futureAdditional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics;Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular);Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA);Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab);Database experience (SQL, Oracle);Familiarity with data manipulation and strong quantitative/statistical background;Understanding of mathematical models;Fluency in Excel, including scripting and efficient spreadsheet design;Strong technical writing ability.How to Apply: For your application to be eligible for consideration, please apply to this posting.Please ensure the following items are submitted in your application. 1. Resume2. Transcript - please upload it in the resume section when applying in BMO's Workday application system)The campus job description above aligns to the full time job description below.Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions.Seeks to develop an understanding of client needs and outcomes.Coordinates conference calls, client events and meetings.Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources.Verifies that all confirms on trades or sales are accurate and promptly delivered.Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.Answers phones, file, fax, and coordinates meeting and travel arrangements.Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Cultivates strong relationships with the research team in order to understand their industries and stock coverage.Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Defines problems, collects data, establishes facts, and draws valid conclusions.Develops an understanding of and proficiency in using all required systems and models.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.).Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations.Responds to requests for information from both internal and external sources.Communicates market data and client changes to colleagues when they are on the road or in meetings.Provides feedback on, and, supports continuous improvement opportunities.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Familiarity with institutional equity markets.Series 7, 63 licenses.Able to read, analyze, and interpret general business periodicals, investment and financial reports.Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired.I-Star familiarity.Specialized knowledge from 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.Please note the salary for this specific position is $95,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's 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 Group's expected target for the first year in this position.BMO Financial Group's 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .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. To request accommodation, please contact your recruiter.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.
BMO Capital Markets Summer 2025 Investment Banking Analyst, Metals and Mining
BMO, Toronto, ON
Application Deadline: 05/01/2024Address:100 King Street WestBMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets 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 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 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 Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Investment Banking Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants a practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 15-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include:Conducting industry and company research and analysisDeveloping client presentationsWriting internal and external marketing memorandaRunning valuation analysis, financial analysis and completing complex modeling exercisesPerforming other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals:Enrolled in an undergraduate degree program, graduating in December 2025 or Spring 2026Interest in investment and corporate bankingA preferred minimum GPA of 3.4/4.0Minimum of two university finance and accounting classes with grades "B" or higherA demonstrated interest in Metals and Mining is strongly preferred.Outstanding academic achievement, leadership experience and peer recognitionDemonstrated leadership attributes in work, school or communityExcellent analytic, critical thinking and problem-solving skillsStrong interpersonal skills used within a demanding team environmentDemonstrated proactivity, resiliency, and an unfailingly positive attitudeExcellent capacity to independently function as part of a team through self-motivationStrong work ethic and a high level of professional integrityYou 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 The campus job description above aligns to the full time job description below.Provides a combination of deep 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.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.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.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.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 may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 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.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $100,000.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.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. To request accommodation, please contact your recruiter.
BMO Capital Markets Summer 2025 Investment Banking Analyst, Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets 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 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 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 futureApplication requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Investment Banking Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants a practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 15-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include:Conducting industry and company research and analysisDeveloping client presentationsWriting internal and external marketing memorandaRunning valuation analysis, financial analysis and completing complex modeling exercisesPerforming other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals:Enrolled in an undergraduate degree program, graduating in December 2025 or Spring 2026Interest in investment and corporate bankingA preferred minimum GPA of 3.4/4.0Minimum of two university finance and accounting classes with grades "B" or higherOutstanding academic achievement, leadership experience and peer recognitionDemonstrated leadership attributes in work, school or communityExcellent analytic, critical thinking and problem-solving skillsStrong interpersonal skills used within a demanding team environmentDemonstrated proactivity, resiliency, and an unfailingly positive attitudeExcellent capacity to independently function as part of a team through self-motivationStrong work ethic and a high level of professional integrityYou 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 The campus job description above aligns to the full time job description below.Provides a combination of deep 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.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.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.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.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 may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 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.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $100,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's 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 Group's expected target for the first year in this position.BMO Financial Group's 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .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. To request accommodation, please contact your recruiter.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.
BMO Summer 2025 Global Markets Analyst (Generalist & Quantitative/Developer), Toronto
BMO Financial Group, Toronto, ON
Application Deadline: 05/01/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: Summer Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients. A variety of desks host Summer Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading. Summer interns will work on one desk in Global Markets over a 15-week period. Interns will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each intern will complete one week of onboarding and training with other interns across BMO Capital Markets. There are continuous professional development activities throughout the summer. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership. Responsibilities: Summer interns are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, intern skill set, and business needs, responsibilities may include: Development and deployment of business solutions such as pricing and risk models Market data capture and display, spreadsheet development Providing insight into trading strategies leveraging quantitative modelling Improving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc. Bespoke projects requiring market, portfolio, or client research and data analytics Creating client presentation materials using PowerPoint and Excel Developing client trade ideas Planning client events Recapping and organizing market data and events Shadowing and learning from Trading, Sales, and Strategy professionals Qualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse intern class that can fit into different roles across Global Markets. Required Qualifications: Currently enrolled in an undergraduate or Masters program with a graduation date of December 2025 or Spring 2026 Strong academic record minimum 3.4/4.0 GPA Extracurricular achievement; Demonstrated interest in and knowledge of financial markets; Excellent research and analytical skills, able to collect, analyze and interpret data; Strong interpersonal skills used within a demanding team environment; Demonstrated proactivity, resiliency, positive attitude and high motivation; Strong written and oral communication skills; Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner; Excellent capacity to independently function as part of a team through self -motivation; Strong work ethic and a high level of professional integrity; Detail and results orientated. 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 Additional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics; Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular); Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA); Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab); Database experience (SQL, Oracle); Familiarity with data manipulation and strong quantitative/statistical background; Understanding of mathematical models; Fluency in Excel, including scripting and efficient spreadsheet design; Strong technical writing ability. How to Apply: For your application to be eligible for consideration, please apply to this posting. Please ensure the following items are submitted in your application. 1. Resume 2. Transcript please upload it in the resume section when applying in BMOs Workday application system) The campus job description above aligns to the full time job description below. Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the banks exposure and adhering to regulatory statutes. Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader. Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions. Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions. Seeks to develop an understanding of client needs and outcomes. Coordinates conference calls, client events and meetings. Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources. Verifies that all confirms on trades or sales are accurate and promptly delivered. Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing. Answers phones, file, fax, and coordinates meeting and travel arrangements. Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations. Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Cultivates strong relationships with the research team in order to understand their industries and stock coverage. Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. Defines problems, collects data, establishes facts, and draws valid conclusions. Develops an understanding of and proficiency in using all required systems and models. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.). Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations. Responds to requests for information from both internal and external sources. Communicates market data and client changes to colleagues when they are on the road or in meetings. Provides feedback on, and, supports continuous improvement opportunities. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Familiarity with institutional equity markets. Series 7, 63 licenses. Able to read, analyze, and interpret general business periodicals, investment and financial reports. Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired. I-Star familiarity. Specialized knowledge from 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. Please note the salary for this specific position is $95,000. Compensation and Benefits: 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: https://jobs.bmo.com/global/en/Total-Rewards Were here to help 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 https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
BMO Capital Markets Summer 2025 Investment Banking Analyst, Metals and Mining
BMO Financial Group, Toronto, ON
Application Deadline: 05/01/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Whats in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets 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 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 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 Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional) Unofficial Transcript Investment Banking Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants a practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 15-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include: Conducting industry and company research and analysis Developing client presentations Writing internal and external marketing memoranda Running valuation analysis, financial analysis and completing complex modeling exercises Performing other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals: Enrolled in an undergraduate degree program, graduating in December 2025 or Spring 2026 Interest in investment and corporate banking A preferred minimum GPA of 3.4/4.0 Minimum of two university finance and accounting classes with grades B or higher A demonstrated interest in Metals and Mining is strongly preferred. Outstanding academic achievement, leadership experience and peer recognition Demonstrated leadership attributes in work, school or community Excellent analytic, critical thinking and problem-solving skills Strong interpersonal skills used within a demanding team environment Demonstrated proactivity, resiliency, and an unfailingly positive attitude Excellent capacity to independently function as part of a team through self-motivation Strong work ethic and a high level of professional integrity 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 The campus job description above aligns to the full time job description below. Provides a combination of deep 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. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. 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. Completes quality reports/analyses. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. 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 may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 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. Financial analysis training and experience. 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements. Highly skilled in building complex financial models. Expertise in financial computer applications and database management tools. Skilled in creating statistical presentations. Specialized knowledge from 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. Please note the salary for this specific position is $100,000. Compensation and Benefits: 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: https://jobs.bmo.com/global/en/Total-Rewards Were here to help 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 https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
BMO Capital Markets Summer 2025 Investment Banking Analyst, Toronto
BMO Financial Group, Toronto, ON
Application Deadline: 05/01/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Whats in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets 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 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 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 Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional) Unofficial Transcript Investment Banking Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants a practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 15-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include: Conducting industry and company research and analysis Developing client presentations Writing internal and external marketing memoranda Running valuation analysis, financial analysis and completing complex modeling exercises Performing other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals: Enrolled in an undergraduate degree program, graduating in December 2025 or Spring 2026 Interest in investment and corporate banking A preferred minimum GPA of 3.4/4.0 Minimum of two university finance and accounting classes with grades B or higher Outstanding academic achievement, leadership experience and peer recognition Demonstrated leadership attributes in work, school or community Excellent analytic, critical thinking and problem-solving skills Strong interpersonal skills used within a demanding team environment Demonstrated proactivity, resiliency, and an unfailingly positive attitude Excellent capacity to independently function as part of a team through self-motivation Strong work ethic and a high level of professional integrity 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 The campus job description above aligns to the full time job description below. Provides a combination of deep 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. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. 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. Completes quality reports/analyses. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. 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 may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 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. Financial analysis training and experience. 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements. Highly skilled in building complex financial models. Expertise in financial computer applications and database management tools. Skilled in creating statistical presentations. Specialized knowledge from 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. Please note the salary for this specific position is $100,000. Compensation and Benefits: 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: https://jobs.bmo.com/global/en/Total-Rewards Were here to help 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 https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. To request accommodation, please contact your recruiter. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Senior Business Analyst to support a treasury solution implementation for offshore corporate banking in the oil and gas industry (8420)
S.i. Systems, Calgary, AB
Our client is looking for a Senior Business Analyst to support a treasury solution implementation for offshore corporate banking in the oil and gas industry (8420)*This is a hybrid environment, with 4 days per week in office and 1 day WFH*Must Haves: 10+ years as a Business AnalystDirect experience with Finance/Treasury projects, preferably relating to bankingOil and gas industry experience Apply
BMO Capital Markets Summer 2025 Global Markets Corporate Banking, Analyst
BMO, Toronto, ON
Application Deadline: 05/01/2024Address:100 King Street West BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.About Corporate Banking:Corporate Banking is an integral part of BMO Capital Markets' Investment and Corporate Banking group which offers corporate, institutional and government clients a complete range of financial services, including lending, equity and debt capital raising, structured finance, M&A, treasury and market risk management services, research and institutional investing. Corporate Banking is responsible for the marketing, management and monitoring of the Bank's corporate loan portfolio, and also supports the credit requirements and cross selling efforts for other businesses including derivatives, foreign exchange, cash management, and trade finance.Global Markets Corporate Banking:Global Markets Corporate Banking is an integral part of BMO Capital Markets' Global Markets group, and provides and underwrites trading & loan credit facilities for a broad range of capital markets clients. The products include (but are not limited to): Derivatives, Securities Financing, Cash Products, Metals & Commodities Solutions, Margin Lending, CMBS warehouse, RMBS Warehouse, and Securitization Products. The group is organized under 7 key portfolios: Fund Managers, Hedge Funds, Commercial Mortgage Backed Securities (CMBS), Securitization & Structured Margin Loans, Commodities & Metals, Single Products, and Mortgage Originators + Broker Dealers). The group is responsible for underwriting, obtaining credit approvals, ongoing portfolio management, and maintaining strong client relationships.Summer Program Overview:The CB Summer Analyst program is designed for candidates between their second and third year of a undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 10-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors.Typical responsibilities of GM CB Analysts:Credit Analysis & Due Diligence: Complete due diligence and credit analysis on new and existing client relationships including determining product-specific risk and limit metrics (risk rating, LGD, etc)Risk Management: Monitor client, client industry and regulatory agencies for potential changes which may affect client's financial profile and its business needs; checking reporting covenants of our borrowers to ensure there are no "breaches"; raising and clearing rating alerts as needed.Materials Preparation: Prepare and recommend credit documentation (i.e. credit applications, memoranda, presentations, etc.) for internal and external stakeholders.Professional Development: Learn BMO systems and processes; develop deeper industry knowledge specific to Global Markets' clients, products and initiatives to identify and understand client opportunitiesThis position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4/0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.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 The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.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.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $90,000.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.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. To request accommodation, please contact your recruiter.
BMO Capital Markets Summer 2025 Corporate Banking Analyst, Calgary
BMO, Calgary, AB
Application Deadline: 05/01/2024Address: 525 8th Avenue SWJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets 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 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 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 Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Corporate Banking Overview: The CB Summer Analyst program is designed for candidates between their second and third year of an undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 15-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Responsibilities: Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities).Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations.Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client.Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets. Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.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 The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.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.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $90,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's 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 Group's expected target for the first year in this position.BMO Financial Group's 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .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. To request accommodation, please contact your recruiter.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.
BMO Capital Markets Summer 2025 Corporate Banking Analyst, Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets 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 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 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 Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Corporate Banking Overview: The CB Summer Analyst program is designed for candidates between their second and third year of an undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 15-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Responsibilities: Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities).Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations.Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client.Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets. Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.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 The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.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.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $90,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's 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 Group's expected target for the first year in this position.BMO Financial Group's 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .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. To request accommodation, please contact your recruiter.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.
BMO Capital Markets Summer 2025 Corporate Banking Analyst, Montreal
BMO, Montreal, QC
Application Deadline: 05/01/2024Address:105-119-129 rue St-Jacques O BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets 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 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 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 Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Corporate Banking Overview: The CB Summer Analyst program is designed for candidates between their second and third year of an undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 15-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Responsibilities: Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities).Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations.Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client.Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets. Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.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 The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.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.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $90,000.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.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. To request accommodation, please contact your recruiter.