Analyst or Associate, Investment Banking, Debt Capital Markets

The salary range for this role is $110.000.00 up to $175,000.00 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

The DCM Analyst / Associate will support the origination, structuring, and execution of primarily investment grade debt transactions, by combining deep industry sector expertise, innovative thinking in a team-based approach and superior 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 current and prospective clients.

• Participate in deal teams to develop, present, and win mandates for new opportunities.

• Create and present DCM materials for clients, offering tailored and bespoke financing solutions.

• Conduct due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).

• Analyze issuer capital structures, monitor market dynamics, and conduct peer analysis.

• Create and utilize financial models to analyze and anticipate client needs, as well as support strategic recommendations to clients.

• Apply appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.

• Support the execution of transactions and strategic initiatives by collaborating cross-functionally with both internal and external stakeholders.

• Build effective relationships with internal/external stakeholders to ensure alignment.

• Assist in transaction approvals, drafting offering documentation, and execution logistics.

• Support roadshow logistics, including identifying key investors, preparing investor presentations and roadshow materials, and assisting with scheduling considerations.

• Act as a key point of coordination across coverage teams, corporate banking, syndicate, sales, legal, compliance, and operations.

• Continually monitor client relationships to progress toward increasing client responsibility.

• Identify opportunities to diversify client portfolios, increase efficiency, and further improve services provided to internal and external clients.

• Monitor client, industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.

• Work independently on a range of complex tasks, which may include unique situations.

• Exercise judgment to identify, diagnose, and solve problems within given rules.

• Consider risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

• 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 1 - 6 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.

• 1+ years of investment banking or capital markets experience at a financial analyst level.

• Knowledge of capital markets, investment banking products and applicable regulations.

• Credit analysis experience/ understanding.

• Good knowledge of the organizational portfolio management policies and objectives.

• Demonstrates solid deal/transaction execution and/or project management skills.

• Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.

• Expertise in financial computer applications and database management tools.

• Technical proficiency gained through 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.

• Data driven decision making - 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.