# Analyst, Financial Institutions Group (FIG) - Investment Banking

[BMO Capital Markets](https://www.jorb.ai/firms/bmo-capital-markets.md) · New York · United States · [Investment Banking](https://www.jorb.ai/jobs/investment-banking.md)

BMO Capital Markets is hiring a Analyst, Financial Institutions Group (FIG) - Investment Banking in New York. Posted 2026-05-14; applications close 2026-07-13.

**Apply**: https://bmo.wd3.myworkdayjobs.com/External/job/New-York-NY-USA/Analyst--Financial-Institutions-Group--FIG----Investment-Banking_R250028028

Posted 6d ago.

## Role details

**Application Deadline:** 05/21/2026

**Address:** 151 W 42nd Street

**Job Family Group:** Capital Markets Sales & Service

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 (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

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please 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

## Applying to this role

This Analyst, Financial Institutions Group (FIG) - Investment Banking role at BMO Capital Markets runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bmo-capital-markets&job=6a0694968e569e5df425c9ad)

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Updated: 2026-05-20
Canonical: https://www.jorb.ai/jobs/6a0694968e569e5df425c9ad