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  1. Home
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  3. accounting & finance
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  5. Analyst, Technology Investment Banking
BMO logo

Analyst, Technology Investment Banking

Not Disclosed•Full-TimeOn-site

location_onFirst Drive West, San Francisco, California, 94129, United States

Apply Now

About the Team

BMO Financial Group is driven by a shared purpose: to boldly grow the good in business and life. Our Capital Markets Sales & Service team leverages deep industry sector expertise and innovative thinking to deliver world-class execution across a full suite of products. We operate through an integrated platform using a sector ecosystem approach, collaborating to generate creative, client-focused solutions for both prospective and current clients.

About the Role

This position sits at the intersection of analysis, strategy, and execution. You will support deal teams in developing, presenting, and winning mandates by providing the analytical findings and financial modeling necessary to drive strategic recommendations. Your work will involve researching and analyzing company and industry financial information, performing complex valuation analyses, and creating statistical exhibits for client presentations.

Beyond the numbers, you will be a key partner in the client experience. You will develop written marketing and pitch materials, identify opportunities for increased efficiency, and integrate information from multiple sources to streamline reporting. The role requires you to think creatively to propose new solutions, exercise judgment to solve problems within established rules, and build effective relationships with internal and external stakeholders. While you will work within a demanding team environment, you will also exercise significant independence in managing your projects and accountabilities.

Hiring Process

To apply, please submit your resume through the BMO careers portal. For more details on our benefits and total rewards package, including health insurance, tuition reimbursement, and retirement savings plans, please visit our careers website.

Equal Opportunity

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, 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 providing reasonable accommodations to individuals with disabilities. If you require an accommodation for any part of the employment process, please contact BMOCareers.Support@bmo.com with the nature of your request and your contact information.

Work location

Work model: On-site

location_on

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Skills, education and keywords

Skills: Financial Modeling, Valuation Analysis, Financial Analysis, Database Management Tools, Statistical Presentations.

Education: Undergraduate degree in finance, economics, or accounting with outstanding academic achievement; Post-secondary degree in related field of study or equivalent combination of education and experience.

Frequently asked questions about Analyst, Technology Investment Banking at BMO

What does a Analyst, Technology Investment Banking at BMO do?expand_more
Day-to-day, the Analyst, Technology Investment Banking at BMO will develop written internal and external marketing materials for pitch presentations; support deal teams in the development, presentation, and winning of mandates; research and analyze company and industry financial and operating information; and perform complex financial modeling and valuation analysis for client evaluations.
What are the requirements for this Analyst, Technology Investment Banking role?expand_more
To qualify for the Analyst, Technology Investment Banking at BMO position, applicants should have: 3-5 years relevant experience; Post-secondary degree in related field; Undergraduate degree in finance, economics, or accounting; Financial analysis training and experience; 0-3 years experience in investment and/or corporate banking; and Highly skilled in building complex financial models.
Where is the Analyst, Technology Investment Banking role at BMO located?expand_more
Analyst, Technology Investment Banking at BMO is based in First Drive West, San Francisco, California, 94129, United States. This is a on-site role.
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Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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First Drive West, San Francisco, California, 94129, United States

San Francisco, California

Key Responsibilities

  • check_circleDevelop written internal and external marketing materials for pitch presentations
  • check_circleSupport deal teams in the development, presentation, and winning of mandates
  • check_circleResearch and analyze company and industry financial and operating information
  • check_circlePerform complex financial modeling and valuation analysis for client evaluations
  • check_circleCreate statistical exhibits and financial performance trend analysis for client presentations
  • check_circleDeliver financial modeling to support strategic recommendations to clients
  • check_circleBuild effective relationships with internal and external stakeholders
  • check_circleIdentify opportunities for increased efficiency and improved service to clients

Requirements

  • verified3-5 years relevant experience
  • verifiedPost-secondary degree in related field
  • verifiedUndergraduate degree in finance, economics, or accounting
  • verifiedFinancial analysis training and experience
  • verified0-3 years experience in investment and/or corporate banking
  • verifiedHighly skilled in building complex financial models
  • verifiedExpertise in financial computer applications and database management tools
  • verifiedSkilled in creating statistical presentations
  • verifiedIn-depth verbal and written communication skills
  • verifiedIn-depth collaboration and team skills
  • verifiedIn-depth analytical and problem solving skills
  • verifiedIn-depth influence skills

Benefits & Perks

check_circleHealth insurance, accident insurance, and life insurancecheck_circleTuition reimbursement programcheck_circleRetirement savings planscheck_circlePerformance-based incentives and discretionary bonuses
BMO logo
Company

BMO

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

3-5 yrs (Mid Level)

Education

Undergraduate degree in finance, economics, or accounting with outstanding academic achievement

Job Type

Full-Time

Skills Required

Financial ModelingValuation AnalysisFinancial AnalysisDatabase Management ToolsStatistical Presentations
arrow_forward
Is this Analyst, Technology Investment Banking job remote, hybrid, or on-site?expand_more
BMO has listed this Analyst, Technology Investment Banking role as on-site.
How much experience is required for this Analyst, Technology Investment Banking role?expand_more
Analyst, Technology Investment Banking at BMO typically requires 3–5 years of relevant experience at the mid level level.
What skills do you need for the Analyst, Technology Investment Banking role at BMO?expand_more
Key skills for Analyst, Technology Investment Banking at BMO include Financial Modeling; Valuation Analysis; Financial Analysis; Database Management Tools; and Statistical Presentations.
What education is required for Analyst, Technology Investment Banking at BMO?expand_more
Educational requirements for this role: Undergraduate degree in finance, economics, or accounting with outstanding academic achievement; and Post-secondary degree in related field of study or equivalent combination of education and experience.
What category does the Analyst, Technology Investment Banking role belong to?expand_more
Analyst, Technology Investment Banking at BMO is part of the accounting & finance job category on Recrutus.
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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