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BMO Financial Group Analyst, CB FIG Insurance in New York, New York


111 W Monroe - 115 S LaSalle

Job Family Group:

Capital Mrkts Sales & Service

The Analyst will work for the Global Financial Institutions Group – Insurance Team, which has a global platform with a growing and dynamic presence in the U.S. combined with a very strong and stable presence in Canada. The Insurance Team fosters a very collaborative environment, supportive culture and offers exciting opportunities for career development and advancement.

Credit Risk and Financial Analyses

  • Research and analyze financial and operating information across FIG verticals with a primary focus on insurance companies.

  • Complete due diligence and credit analysis on new prospects and existing client relationships.

  • Analyze transactions for structural strengths and weaknesses.

  • Perform Financial Statement analysis utilizing all software associated with credit adjudication.

  • Draft presentation materials for internal approval processes and external prospective/existing client sales pitches.

  • Maintain internal trigger/compliance monitoring records.

  • Review credit documentation for conformity with approved Credit terms and conditions.

  • Assist in the preparation and completion of credit applications and other memoranda.

Portfolio Management Support

  • Participate in discussions with internal product group partners within the FIG business.

  • Actively participate in decision making with product partners.

  • Support the FIG Relationship Managers on portfolio management needs for the business.


  • An undergraduate degree with outstanding academic achievement.

  • Specific academic coursework in finance, economics, or accounting with outstanding academic achievement.

  • Credit analysis training and experience preferred. Will provide FIG-specific training.

  • Relevant experience for analysts in similar roles preferred, 0-3 years

  • Typically analysts maintain this role for 2-3 years before advancement to the next level.


  • Excellent analytical skills to include business, financial, and credit analysis areas.

  • Good written and oral communication skills.

  • Expertise in financial computer applications and database management tools including MS Excel.

  • Strong proficiency in other Microsoft Office products and the Internet.

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

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.