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BMO Financial Group Debt Capital Markets – Liability Management Analyst or Associate in New York, New York


3 Times Square

Job Family Group:

Capital Mrkts Sales & Service


The Debt Capital Markets Team within BMO Capital Markets is looking for an Analyst or Associate to work on the origination and execution of Liability Management transactions for investment grade and high yield fixed income issuers. As part of a growing platform, the Analyst or Associate will assist senior level Liability Management and Debt Capital Markets bankers in providing debt advisory and liability management solutions to corporate clients.


  • Assess clients' liability management objectives, and help generate strategic solutions and facilitate decision making processes using broad understanding of Corporate Finance, Accounting and Debt Capital Markets

  • Conceptualize and build client presentations, and prepare and distribute market commentary of Liability Management deals

  • Maintain Liability Management database and distribute new related deal information

  • Build and maintain bespoke Liability Management models and improve existing analytical tools

  • Interface with Debt Capital Markets teams on the design, proposal and execution of various Liability Management strategies and support on-going client dialogue and marketing efforts

  • Prepare sales memos for BMO’s fixed income salesforce and traders in anticipation of live Liability Management transactions

  • Interface with clients' treasury and corporate finance staff, as well as legal counsel and co-dealer managers during execution of transactions


  • Prior relevant fixed income experience strongly desired

  • Series 7, 79 & 63 desired

  • Strong experience with Excel, Bloomberg, PowerPoint, Word required

  • Strong quantitative modelling skills and attention to detail

  • Analytical and fluid with numbers and mathematical and statistical concepts. Able to understand and deconstruct capital structures

  • Strong understanding of corporate finance, financial markets and corporate tax fundamentals

  • Relevant Accounting, Economics, Finance and Mathematic courses as well as skills and concepts desired

  • Broad understanding of fixed income public security pricing methodologies desired

  • Experience with Fixed Income documentation, including related execution and debt covenant considerations

  • Problem solving mindset and team player with desire to add value and contribute. Able to prioritize work and multi-task responsibilities, including working for multiple people

  • Reliable, ambitious, motivated, and hard-working with the passion to learn and excel in a demanding roleExcellent oral and written communication and presentation skills

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.

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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.