Middle Market M&A Analyst
Not Disclosed•Full-TimeOn-site
location_onVÉLO, 115, North 2nd Street, North Loop, Central, Minneapolis, Hennepin County, Minnesota, 55401, United States
About the Team
BMO Financial Group is driven by a shared purpose: to boldly grow the good in business and life. We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses while powering economic growth around the world.
Within the Capital Markets Sales & Service family, our team combines deep industry sector expertise with innovative thinking. We operate as a cohesive unit to deliver world-class execution across a full suite of products to clients through an integrated platform, utilizing a sector ecosystem approach.
About the Role
This role serves as a vital bridge between complex financial analysis and client strategy. You will collaborate with deal teams to generate creative, client-focused solutions for both prospective and current clients. Your work ensures that every interaction is supported by high-quality materials, insightful analysis, and a commitment to an outstanding client experience.
In this position, you will develop written internal and external marketing pitch materials and provide analytical findings that directly influence strategic recommendations. You will research and analyze company and industry financial data, performing complex financial modeling and valuation analysis to support client evaluations. Beyond the numbers, you will help define communication plans to positively influence stakeholder behavior and identify opportunities to improve efficiency and service delivery.
You will work mostly independently within a demanding team environment, exercising judgment to diagnose and solve problems while adhering to our Risk Management Framework. Your goal is to build effective relationships with internal and external stakeholders, ensuring alignment and delivering tailored messaging that drives results.
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, visit our Total Rewards page at jobs.bmo.com.
Our Culture & Commitment
At BMO, you are valued, respected, and heard. We are committed to helping you make an impact from day one by providing the tools, resources, in-depth training, and coaching you need to reach new milestones. We offer manager support and network-building opportunities to help you broaden your skillset as you help our customers reach theirs.
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 laws.
BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation for any part of the employment process, please email BMOCareers.Support@bmo.com with the nature of your request and your contact information.
Work location
Work model: On-site
VÉLO, 115, North 2nd Street, North Loop, Central, Minneapolis, Hennepin County, Minnesota, 55401, United States
Minneapolis, Minnesota
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_circleCreate statistical exhibits and financial performance trend analysis for client presentations
- check_circleResearch and analyze company and industry financial and operating information
- check_circleDeliver financial modeling to support strategic recommendations to clients
- check_circleBuild effective relationships with internal and external stakeholders
- check_circleConduct complex financial modeling and valuation analysis for client evaluations
- check_circleIdentify opportunities for increased efficiency and improved service delivery
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
Similar Job Opportunities
Skills, education and keywords
Skills: Financial Modeling, Valuation Analysis, Financial Analysis, Database Management.
Education: Undergraduate degree in finance, economics, or accounting with outstanding academic achievement.
Frequently asked questions about Middle Market M&A Analyst at BMO
What does a Middle Market M&A Analyst at BMO do?expand_more
A Middle Market M&A Analyst at BMO is responsible for the following: Develop written internal and external marketing materials for pitch presentations; Support deal teams in the development, presentation, and winning of mandates; Create statistical exhibits and financial performance trend analysis for client presentations; and Research and analyze company and industry financial and operating information.
What are the requirements for this Middle Market M&A Analyst role?expand_more
BMO is looking for candidates who meet the following requirements: 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 Middle Market M&A Analyst role at BMO located?expand_more
Middle Market M&A Analyst at BMO is based in VÉLO, 115, North 2nd Street, North Loop, Central, Minneapolis, Hennepin County, Minnesota, 55401, United States. This is a on-site role.
Is this Middle Market M&A Analyst job remote, hybrid, or on-site?expand_more
BMO has listed this Middle Market M&A Analyst role as on-site.
How much experience is required for this Middle Market M&A Analyst role?expand_more
Middle Market M&A Analyst at BMO typically requires 3–5 years of relevant experience at the mid level level.
What skills do you need for the Middle Market M&A Analyst role at BMO?expand_more
Key skills for Middle Market M&A Analyst at BMO include Financial Modeling; Valuation Analysis; Financial Analysis; and Database Management.
What education is required for Middle Market M&A Analyst at BMO?expand_more
Educational requirements for this role: Undergraduate degree in finance, economics, or accounting with outstanding academic achievement.
What category does the Middle Market M&A Analyst role belong to?expand_more
Middle Market M&A Analyst at BMO is part of the accounting & finance job category on Recrutus.