Investment Banking Analyst
Socket
Application Deadline: Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. 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. Salary: Pay Type: Salaried The 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: About Us 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. 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 is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. 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. #J-18808-Ljbffr
- Assist clients in obtaining financing for multifamily projects through Fannie Mae, Freddie Mac, and FHA lending programs Provide in-depth analysis of real estate debt transactions across multiple capital sources Conduct market research, due diligence tracking and review...SuggestedWork at office
- ...Opening Date: 07/29/2026 Closing Date: 10/09/2026 Agency: Teachers' Retirement System of the State of Illinois Class Title: INVESTMENT OFFICER - 76826 Salary: $145,720-$227,323 - Chicago or $126,713-$197,672 - Springfield Job Type: Salaried Category:...SuggestedFull timePart time
$80.49k - $107.32k
...ready connectivity, join us today. The Role CenturyLink Investment Management (CIM) serves as the investment fiduciary for Lumen... ...pension and 401(k) trusts. We are seeking a Senior Investment Analyst to help shape investment strategy, asset allocation, portfolio...SuggestedTemporary workRemote work$116.98k - $125.27k
...techniques for producing robust aggregate data to use in our investment processes (15%). Expert knowledge in econometrics techniques and... ...to capture bottom-up risk information from Morningstar equity analysts (5%). Remote work requests will be considered consistent with...SuggestedFixed term contractWork at officeRemote workFlexible hours$93.93k - $117.54k
...clients and prospects (5%). Continuously review and assess current investment products for improvements in product positioning, portfolio... ...product analysis experience in Investment Management Product Analyst, Financial Product Specialist, or related position. This...SuggestedWork at officeImmediate startRemote workFlexible hours$95k - $105k
...and follow us on LinkedIn and Facebook.Location: USA - VIRTUAL - US Illinois Division: Solutions Job Posting Title: Senior Business Analyst, Finance, Operations Time Type: Full TimePrincipal Accountabilities (The following is intended to describe the general nature and...Hourly payContract workTemporary workLocal area$53.6k - $96.4k
...After three years of training and professional development, you will stand out as a leader in finance. As an Associate Financial Analyst with AFDP, you will be responsible for: Developing the annual budgets, quarterly forecasts and outlooks, and resource planning...Work experience placementInternship- Senior Technical AdvisorThe following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training...
$46.99k - $122.4k
We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize...Hourly payFull timeTemporary workWork experience placementLocal area- ...Safebooks is seeking a hybrid technical and customer-facing Senior Data Analyst within our Platform team. This role focuses on building custom analytical content and financial data controls within the Safebooks platform for customers requiring tailored solutions. It combines...
- ...We’re partnering with a large, publicly traded organization seeking a Senior Financial Analyst to join its corporate FP&A team in Chicago. This role will own budgeting, forecasting, and performance analysis for a substantial portfolio of corporate SG&A expenses. The Senior...
$115k - $122k
...Job Description Garrett Brands is looking for a career-minded Financial Analyst to join our team at our corporate headquarters in Aurora, IL. Garrett Brands is a global business with a focus on selling gourmet confections through brick-and-mortar locations, as well as...Work at office- Assist in completing capital and operating budgets Prepare benchmark reporting, product line reporting, financial projections, profitability analysis, payor analysis, business plans, pricing analysis, and cost center reporting Support the Decision Support team in developing...
- ...The Financial Analyst is responsible for assistance in completion of special financial projects, analyses, and feasibility studies. General duties include performing research, systems overviews, and direct observations of operational or financial functions of departments...Work at office
- ...company to identify a Senior Financial Analyst who will serve as a key business partner... ...business performance, growth initiatives, investments, and other strategic decisions. Partner... ...in FP&A, corporate finance, investment banking, consulting, or a related analytical role...Flexible hours
$90k - $105k
...LMK Recruiting Solution is seeking a Senior Financial Analyst to join our client's North American FP&A team. This is not a traditional "output-based" reporting role; we are looking for a proactive Strategic Business Partner who will drive growth and efficiency across our...Work at office$46.99k - $112.2k
...one family and one community at a time. Role SENIOR FINANCIAL ANALYST — Remote Job Summary The Senior Analyst will be supporting Aetna... ...financial models to support strategic decision-making, investment analysis, and business planning. Ability to collaborate across...Hourly payFull timeTemporary workWork experience placementLocal areaRemote workFlexible hours$55.03k - $58.02k
...Analyst Who We Are: ThinkTek LLC is a fast-growing Certified SBA 8(a) and Service-Disabled Veteran-Owned Small Business (SDVOSB) company. We specialize in providing management and technology consulting services to support the business and technology modernization efforts...Full timeContract work- ...Overview Job Title: Dynamics 365 Finance & Operations (F&O) Finance Analyst – Manufacturing Location: Midwest/Remote/Travel Department: Finance / ERP Reports To: Finance Manager / ERP Manager About the Company: R2 is working with a leading manufacturing...Full timeRemote work
- ...Financial Analyst | Manufacturing | Greater Chicago Area | Hybrid We’re partnering with a well-established manufacturing company on a Financial Analyst opportunity supporting a specific business unit and working closely with operational leadership. This is a great fit...
$90.23k
...technology, digital solutions, and data-driven insights to solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide financial decisions that drive growth, profitability, and...Contract workWork experience placementH1bWork at office$72.7k
Company : enGen Job Description : JOB SUMMARY This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases...For contractorsWork at officeLocal area$90k - $114k
## Senior Financial AnalystApplylocations: Rosemont, Illinois, United States of America: Chicago, Illinois, United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: JR18006****Make your next move an expert one.****At Colliers it’s not our success...Full timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours$55k - $120k
...De Novo performance against approved business cases, capital investment objectives, strategic growth targets, and long-term profitability... ...accurately. Partners closely with Channel Strategy, Retail Banking, Finance, Real Estate, and project teams to evaluate Financial...Contract workPart timeLocal area$61.9k - $91.3k
...Horace Mann is a purpose-driven company that is passionate about educators. The Investment Financial Analyst II plays a critical role in conducting financial research, preparing exhibits for the 10K, Investment Committee and other internal an external parties. This position...$105k
...Analyst I – National Housing Group (Public Finance) Location: Chicago, IL Compensation: $105K/year Base Pay Range $105,000.00/yr - $125,000.00/yr About the Role Our National Housing Group within Public Finance is seeking a highly motivated Analyst I with strong quantitative...Full timeWork at office- ...Financial Analyst – Nortek Data Center Cooling The Financial Analyst will provide financial reporting and analysis for the Nortek Data Center Cooling team, primarily focused on material cost & product profitability. This position is critical to support the business team...Local areaWorldwide
$50k - $55k
...As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning, with a focus on transactions related to the full order-to-cash cycle, the accounts receivable...$50 - $58.48 per hour
Base pay range $50.00/hr - $58.48/hr Location: Chicago, IL Pay: $50 - $58.48/hr. Benefits: Comprehensive benefits (401K, Health, Dental, and Vision) through Icon Consultants are available Job Type: 6 – month contract role Role Summary You will provide financial insights...Contract workLocal area$87.7k - $157.8k
Position Purpose Conduct analysis, pricing, and risk assessment to evaluate and project Medicare Advantage financial performance. As part of the Medicare Actuarial Forecast & Financial Performance Team, this role supports quarterly forecasting, Medicare bid target setting...Full timePart timeWork at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Analyst. Be the first to apply!
- investment Springfield, IL
- community investment Springfield, IL
- investment intern (private equity) Springfield, IL
- investment operations Springfield, IL
- investment accountant Springfield, IL
- investment firm Springfield, IL
- investment coordinator Springfield, IL
- investment banking vice president Springfield, IL
- investment analyst internship
- portfolio compliance analyst


