BMO U.S.

Analyst, Real Estate, Investment Banking

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • New York • United States

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Salary

💰 $110,000 - $135,000 per year

About the role

  • 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 analyses as part of client / industry evaluations.
  • Creates statistical exhibits and financial performance trend analysis for client presentations.
  • Prepares industry compilations.
  • Performs market research and synthesizes findings for internal and external 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.
  • 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.
  • 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.

Requirements

  • Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or 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, accounting or real estate, with outstanding academic achievement.
  • Financial analysis training and experience.
  • Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detial.
  • 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.
  • FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory.
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingfinancial analysisvaluation analysisstatistical analysismarket researchdata synthesisfinancial performance trend analysiscomplex financial modelsanalytical findingsclient-focused solutions
Soft Skills
initiativeattention to detailinterpersonal skillscollaboration skillsproblem solving skillsinfluence skillsorganizational skillscreativityresourcefulnessindependent work
Certifications
SIESeries 79Series 63