Middle Market M&A Experienced Analyst
BMO Financial Group
Responsibilities 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. 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 behaviour; 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 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. 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. Works independently within a team environment. 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. Compensation and Benefits BMO Financial Group’s pay range and type; salaries will vary based on location, skills, experience, education, and qualifications for the role. Salaries for part-time roles will be pro-rated based on hours worked. The compensation package may include performance-based incentives, discretionary bonuses, as well as health insurance, tuition reimbursement, and retirement savings plans. For more details on total rewards, please visit the employer’s site. BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, gender expression, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. Note to recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO will be considered BMO property. #J-18808-Ljbffr BMO Financial Group
- ...to clients through an integrated Capital Markets platform using a sector ecosystem approach... ...a diverse portfolio of private and middle market companies with progression toward... ...reporting. Provides direction and feedback to Analysts; accountable for development and mentoring...SuggestedPart timeLocal area
- ...seeking an actuary who will be responsible for supporting the US Middle Market Underwriting teams. You will work directly with underwriting,... ...to other departments. Mentor, motivate, and train less experienced staff and peers. Provide recommendations for and assist in the...SuggestedLocal area
- Liberty Mutual Insurance is looking for an actuary to support the US Middle Market Underwriting teams in Seattle. The successful candidate will collaborate with underwriting to enhance pricing decisions, providing high-quality analyses and effective communication. The role...Suggested
- BMO U.S. is seeking a motivated professional to manage a diverse portfolio of private and middle-market companies in Seattle. This role emphasizes building effective relationships, conducting thorough financial analyses, and actively seeking new client sales opportunities...Suggested
- BMO Financial Group is seeking a candidate for a role within their Capital Markets team in Seattle, Washington. This role involves providing comprehensive financial analysis, supporting deal teams, and collaborating on client-focused solutions. The ideal candidate will...Suggested
- BMO U.S. is seeking a candidate to develop and support analytical and marketing efforts within the investment and corporate banking sectors. Responsibilities include creating presentations, conducting financial analysis, and collaborating with stakeholders. The ideal candidate...
- BMO Financial Group is looking for an experienced professional in Seattle for a key investment banking role, focusing on providing innovative financial solutions to clients. You will be part of deal teams, managing client relationships and creating analytical models to...
$115k - $165k
Job Description Join to apply for the Tax Experienced Manager, ASC740 role at BDO USA The... ...Consistently suggests improvements, may lead marketing campaigns, presents complex strategies... ...Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight‑driven...Work at officeLocal area$115k - $145k
...Overview As an experienced Analyst, you will play a central role at Cornerstone Research. You will work in case teams that range in size but... ...economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles...Full timeWork experience placementLocal area- A regional financial institution is seeking an experienced Commercial Lender for the Washington, D.C. market. The role involves business development, managing a portfolio of loan and deposit relationships, and working with regional management to grow relationships. Candidates...
- Entry-Level or Experienced Financial Advisor About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services... ...who will succeed in a fast‑paced, dynamic environment. Our market is comprised of high income tax bracket individuals and...Full timeInternshipDay shift
$50 - $60 per hour
...be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and... ...questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning...Hourly payContract workFor contractorsWork experience placementRemote work$140k - $185k
...conditions of companies and industry trends. Collaborates with local market stakeholders and teammates throughout the bank, including... ...commercial credit and portfolio management in business banking or middle market sector. Experience managing an extensive portfolio of clients...Work experience placementLocal areaShift workDay shift$115k - $165k
The Core Tax Services(“CTS”) Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their business... ...previous work products or approaches can be improved May lead marketing campaigns, if applicable to role Presents complex strategies...Work at officeLocal area$75k - $101.25k
Financial Analyst, Go to Market (GTM) FP&A - (West) Remote, USA. This role reports to the Senior Manager of FP&A located in Bellevue, WA office and is remote eligible. Responsibilities Oversee daily rhythms for your areas of support across GTM Sales and Finance to promote...Full timeTemporary workWork at officeLocal areaRemote work$88.9k - $168.3k
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change... ..., excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified...Work experience placementWork at officeLocal area- WizeHire, Inc is seeking a Real Estate Acquisitions Manager to drive off-market deal flow in the Seattle area. This outside sales role offers upside potential on earnings based on performance, allowing you to negotiate high-ticket real estate transactions. You'll work...Flexible hours
$141k - $191k
...What You’ll Do We’re looking for an experienced fixed income corporate credit analyst to join our Investment Grade team. In this role, you’ll most likely cover... ...function in client meetings Monitor financial markets, current events, and economic trends to identify opportunities...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeFlexible hours- ...in the US, Canada, or UK • Structured onboarding and proprietary training program • Mentorship from experienced traders and coaches • Access to multiple markets: forex (major, minor & exotic pairs) and cryptocurrency • Clear path to increased buying power as you...For contractorsRemote workFlexible hours
$28.85 - $33.65 per hour
...Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...About the Company Specialty boutique middle market investment bank with strong specialized... ...conducting business development, originating M&A transactions, and maintaining strong... ...middle-market investment bank that has experienced significant success in its specialized sectors...Immediate startRemote work
$35 - $40 per hour
...to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning... ...ranging from emerging acquisition agents to highly experienced ROW specialists with utility and title experience. Responsibilities...Relocation- Liberty Mutual Insurance is seeking an Actuary in Seattle to assess the profitability and growth of our Middle Markets Public Entity book of business. The role requires collaboration with Underwriting, Product, and Actuarial teams. The ideal candidate will have a Bachelor...
$100k - $209k
...By joining Milliman, you will be working with some of the most experienced, most capable people in the health industry. Through our... ...Who We Are Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we...Full timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- Invesco, a global investment management firm, is seeking a Market Leader to build long-standing relationships with intermediary clients and expand holdings of Invesco products. You will represent Invesco, guiding the client journey with a consultative, client-first approach...
$50 - $60 per hour
...be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and... ...questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning...Hourly payContract workFor contractorsWork experience placementRemote work$94.4k - $293.8k
...your career as a leader. Becoming tech savvy, well-rounded, and market-relevant leaders with an ownership and founder mindset doesn't happen... ...across the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations. Synthesize client...Live inWork at officeLocal area- ...Vice President, Investor Relations & Capital Markets About the Company Leading provider of online diabetes & obesity prevention... ...serving as the primary external representative to investors and analysts, and building and maintaining relationships with a diverse range...
- Principal is seeking an experienced fixed income corporate credit analyst to join its Investment Grade team. You will primarily cover Food & Beverage, Health... ...models. You will respond to inquiries, monitor markets, and maintain industry relationships while contributing...
$95.3k - $133.43k
...community, cultivating new business relationships, expanding market presence, and managing a diverse portfolio of business members... ...practices and regulatory compliance. This is an ideal role for an experienced business banker, relationship manager, or commercial lending...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Middle Market M&A Experienced Analyst. Be the first to apply!
- marketing analytics analyst Seattle, WA
- market research associate Seattle, WA
- market researcher Seattle, WA
- online marketing analyst Seattle, WA
- market analyst Seattle, WA
- b2b marketing analyst Seattle, WA
- acquisition analyst Seattle, WA
- acquisition specialist Seattle, WA
- mergers and acquisitions analyst Seattle, WA
- m&a associate Seattle, WA



