BMO Capital Markets ยท 1 week ago
Analyst, Global Markets
BMO Capital Markets is a leading, full-service financial services provider. The Analyst role involves supporting a team that provides risk management solutions through derivative products, focusing on Interest Rate and Foreign Exchange needs for U.S. Commercial clients.
BankingFinanceFinancial Services
Responsibilities
Executing trades on a full suite of IR and FX products in a fast-paced environment
Acts as the point person supporting senior leaders and marketers in the form of pitch and educational material, charts and graphs creation and any other tasks that need to be addressed
Responds to inquiries from clients or internal bankers in a professional and timely manner
Ability to develop market knowledge in order to independently create marketing material that can be leveraged by the team
Provides support to both internal and external stakeholders for an outstanding client experience
Uses good judgement, speaks up with ideas when applicable and asks good questions
Ensure that all confirmations on trades are accurate and promptly delivered. All transactions must be recorded accurately and frequently reviewed for accuracy
Support the team, coordinate with bankers and clients on the onboarding process ensuring all regulatory requirements are addressed before clients are in position to execute trades
Communicates transaction details to clients and resolves settlement and notification requests
Able to work independently on a range of complex tasks, multi-task while managing multiple requests at the same time, is self-driven and is able to self-learn
Monitoring and managing a shared desk line while transferring and assisting client requests as needed
Is able to navigate through financial statements and financial reports in order to better serve client needs
Ability to take in information and provide thorough and well thought out solutions specific to client concerns
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Uses analytical skills and applies appropriate technical concepts to support client deliverables
Defines problems, collects data, establishes facts, and draws valid conclusions to maximize client profitability and retention
Responsible for learning and understanding the internal systems used for client trading and risk management monitoring
Assist colleagues with the presentation of information to both internal and external stakeholders
Responsible for understanding the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.)
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures
Qualification
Required
Between 1 - 3 years of relevant experience and/or post-secondary degree in related field of study or an equivalent combination of education and experience
Degree in Accounting/Economics/Mathematics/Engineering/Finance, CFA would assist in the success of this role
Strong interest and a passion in the Capital Markets
An understanding of structuring both IR and FX solutions would be an asset
Working knowledge of financial markets (interest rates, foreign exchange) with previous exposure to the financial markets and/or analysis gained through a combination of work and educational qualifications will be beneficial to the role
Basic understanding of trading or sales procedures and broader regulatory and financial concepts
Demonstrates solid deal/transaction execution and/or project management skills
Technical proficiency gained through education and/or business experience
Analytical and problem solving skills
A strong attention to detail and has a sense of urgency
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO Capital Markets
BMO Capital Markets is a financial company that manages Bank of Montreal's wholesale banking operations.
Funding
Current Stage
Late StageRecent News
2026-01-16
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