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BMO Financial Group Investment Banking Analyst-Financial Sponsor Group in Minneapolis, Minnesota

Address:

90 S 7th Street

Job Family Group:

Capital Mrkts Sales & Service

Investment Banking Analyst-Financial Sponsor Group

The Investment Banking Analyst 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. This role supports BMO's Financial Sponsor Group. Primary responsibility will be assisting senior coverage officers in their daily work by:

  • Identifying and creating revenue opportunities

  • Tracking market trends

  • Providing real-time information and updates to share with private equity clients

Additional duties & responsibilities will include:

  • Preparing presentation materials for prospective clients

  • Preparing marketing materials and maintain internal databases

  • Collaboration with Industry & Product groups to increase business opportunities

  • Maintaining internal databases that track portfolio and fund activity of financial sponsor clients

  • Supporting databases with financial sponsor relationship data

  • Producing financial buyer lists for M&A pitches and live engagements

  • 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.

  • 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.

  • 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.

  • Participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels

  • 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 with outstanding academic achievement.

  • Financial analysis training and experience.

  • 0 - 3 years of successive relevant experience within investment and/or corporate banking.

  • Shows initiative, prioritizes work, multi-tasks effectively.

  • Highly skilled in building complex financial models.

  • Expertise in using financial computer applications and database management tools.

  • Skilled in creating statistical presentations.

  • Creative, insightful, and resourceful.

  • Strong interpersonal skills within a demanding team environment.

  • Strong ability to review and assess detailed information daily on multiple projects in an organized manner.

  • Extremely detail oriented and organized.

  • Works independently within a team environment.

  • Specialized knowledge from education and/or business experience.

  • Excellent verbal & written communication skills

  • Good collaborator and problem solver

We’re here to help

At BMO Harris Bank 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 Harris Bank 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.bmoharris.com.

BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

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