Investment Banking Analyst, Technology
$110,000–$110,000 year
On-siteSan Francisco, California, United States
Job Summary
Develop written internal and external marketing on pitch material and deliver financial modeling to support strategic recommendations to clients. Collaborate to generate creative, client-focused solutions by researching and analyzing company and industry financial and operating information, while creating statistical exhibits and financial performance trend analysis for client presentations. Support deal teams in development, presentation, and winning mandates, ensuring alignment between stakeholders and adhering to risk management frameworks and compliance policies. This role focuses on the Technology sector within BMO Financial Group's Capital Markets platform, utilizing a sector ecosystem approach to provide outstanding client experiences.
Required Qualifications
- 3 - 5 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- undergraduate degree
- academic coursework in finance
- academic coursework in economics
- academic coursework in accounting
- outstanding academic achievement
- Financial analysis training
- Financial analysis experience
- 0 - 3 years of successive relevant experience within investment and/or corporate banking
- initiative
- prioritizes work
- multi-tasks effectively
- Highly skilled in building complex financial models
- Expertise in using financial computer applications
- Expertise in using database management tools
- Skilled in creating statistical presentations
- Creative
- Insightful
- 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
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