Analyst, Investment Banking, Energy

Job summary

The Investment Banking Analyst assists deal teams in executing M&A transactions, equity, and debt financings. They are responsible for preparing client presentations, conducting complex financial modeling, and performing industry research.

Job details

Application Deadline: 02/27/2027 Address: 525 8th Ave SW East Tower Job Family Group: Capital Mrkts Sales & Service Please note the base salary for this role is $100,000.00 CAD The BMO Capital Markets Investment Banking Calgary energy group provides a full suite of products and services to clients in the oil & gas production, power and energy infrastructure, and energy services sectors through an integrated Capital Markets platform, including M&A advisory and capital raising services. An Investment Banking Analyst is responsible for assisting teams in the development of pitch materials for current or prospective clients, and the ultimate execution of transactions. Primary responsibilities include: · Supporting deal teams in the execution of M&A transactions, as well as equity and debt financings. · Preparing and delivering client presentations. · Performing complex financial analysis including financial modeling. · Conducting company and industry research and analysis. · Collaborating and building relationships with various internal product partners. · Maintaining internal databases. Qualifications: · Undergraduate degree in business, finance, accounting, or a related field, with an outstanding academic achievement. · 6-24 months of work experience within investment banking or 2-4 years within corporate finance and/or accounting related field. · Strong understanding of the energy sector. · Strong technical, written and verbal communication skills. · Analytical and problem-solving skills. · Strong attention to detail and ability to balance competing priorities, timelines and requests while maintaining a high standard of work. · Hard-working, self-starter, able to work autonomously and as team player. · Proficiency in Microsoft Office (PowerPoint, Excel, Word), FactSet and Bloomberg. Salary: 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 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. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

What you’ll do

The Investment Banking Analyst assists deal teams in executing M&A transactions, equity, and debt financings. They are responsible for preparing client presentations, conducting complex financial modeling, and performing industry research.

Requirements

Candidates must hold an undergraduate degree in business, finance, or accounting with outstanding academic achievement. Applicants should have 6-24 months of investment banking experience or 2-4 years in corporate finance or accounting.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans

Listed skills

• Financial analysis · Preferred
• Microsoft Office · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial modeling
• M&A advisory
• Capital raising
• Investment banking
• Energy sector analysis
• Financial analysis
• Pitch material development
• Equity financing
• Debt financing
• FactSet
• Bloomberg
• Microsoft Office
• PowerPoint
• Excel
• Word
• Problem-solving
• Equity and Debt
• Self-Starter
• FactSet (Analytics Software)
• Strong Work Ethic
• Research
• Accounting
• Corporate Finance
• Capital Markets
• Economic Growth
• Sales
• Financial Analysis
• Financial Modeling
• Oil and Gas
• Health Insurance
• Investment Banking
• Problem Solving
• Milestones (Project Management)
• Microsoft PowerPoint
• Presentations
• Coaching
• Timelines
• Verbal Communication Skills
• Detail Oriented

Job areas

• Finance & Accounting
• Energy
• Consulting
• Investment Banking Analyst
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts

More jobs from BMO