Hispanic Alliance for Career Enhancement
Analyst, Financial Institutions Group (FIG) - Investment Banking
Hispanic Alliance for Career Enhancement, New York, New York, us, 10261
Application Deadline
01/30/2026
Address 151 W 42nd Street
Job Family Group Capital Mrkts Sales & Service
Job Description BMO's Financial Institutions Group (FIG) is hiring an Analyst to join its Insurance Investment Banking team in New York. You will provide a combination of deep insurance 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.
Key Responsibilities
Participates in deal teams to develop, present, and win mandates for new opportunities
Creates pitch books for clients with respect to financial solutions and participates in client presentations
Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
Reviews and continually monitors performance of existing accounts and client relationships
Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Generates updated financial models/analyses as dictated by business needs and industry requirements
Creates financial models to analyze client portfolios and anticipate client needs
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)
Delivers financial modeling to support strategic recommendations to clients
Balances the Bank's risk appetite with client needs when making recommendations/proposals
Qualifications
Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement
Interest or experience in FIG is desired
0‑3 years of relevant work experience in investment banking is preferred
Exceptional team player with a strong work ethic and ability to thrive in a fast‑paced, dynamic environment
Detail oriented with strong analytical abilities
Deep, sophisticated understanding of accounting and finance
Excellent mathematical, written/verbal communication, and computer skills
Sound and professional judgement
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Base Salary USD 110,000 – USD 135,000 (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
Pay Type Salaried
Benefits BMO Financial Group offers a range of compensation, performance‑based incentives, discretionary bonuses, and other perks and rewards, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details on our benefits, visit https://jobs.bmo.com/global/en/Total-Rewards
About Us At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, trans‑gender status, 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.
Reasonable Accommodation If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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Address 151 W 42nd Street
Job Family Group Capital Mrkts Sales & Service
Job Description BMO's Financial Institutions Group (FIG) is hiring an Analyst to join its Insurance Investment Banking team in New York. You will provide a combination of deep insurance 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.
Key Responsibilities
Participates in deal teams to develop, present, and win mandates for new opportunities
Creates pitch books for clients with respect to financial solutions and participates in client presentations
Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
Reviews and continually monitors performance of existing accounts and client relationships
Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Generates updated financial models/analyses as dictated by business needs and industry requirements
Creates financial models to analyze client portfolios and anticipate client needs
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)
Delivers financial modeling to support strategic recommendations to clients
Balances the Bank's risk appetite with client needs when making recommendations/proposals
Qualifications
Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement
Interest or experience in FIG is desired
0‑3 years of relevant work experience in investment banking is preferred
Exceptional team player with a strong work ethic and ability to thrive in a fast‑paced, dynamic environment
Detail oriented with strong analytical abilities
Deep, sophisticated understanding of accounting and finance
Excellent mathematical, written/verbal communication, and computer skills
Sound and professional judgement
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Base Salary USD 110,000 – USD 135,000 (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
Pay Type Salaried
Benefits BMO Financial Group offers a range of compensation, performance‑based incentives, discretionary bonuses, and other perks and rewards, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details on our benefits, visit https://jobs.bmo.com/global/en/Total-Rewards
About Us At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, trans‑gender status, 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.
Reasonable Accommodation If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
#J-18808-Ljbffr