Analyst

03/25/2025

Address:

250 Yonge Street

Finance & Accounting

Supports the execution of accurate Net Asset Value reporting for regulatory, management information, note disclosure in financial statements to internal and external stakeholders, and regulatory bodies. Works across BMO teams to supports an efficient and effective accounting function which uses common information sources (Bloomberg, Reuters) and practices, to increases service level performance and minimizes risk by researching, analyzing, and providing valuation support for all holdings (exchange traded and private companies) within the funds.  

• Provides input into the planning and implementation of financial, regulatory, and management reporting programs.
• Participates in the design, implementation, and management of core business/group processes.
• Supports the production of financial, regulatory, and management reporting requirements.
• Executes work to deliver timely, accurate, and efficient service for monthly, quarterly, and annual processes for reporting.
• Analyses data and information to provide financial, regulatory, and related risk insights and recommendations.
• Supports the interpretation and definition of internal and external policies and regulatory requirements e.g., credit reporting.
• Ensures strong governance and effective controls across finance & accounting activities and information in accordance with enterprise standards.
• Provides attestation to the validity of financial results and highlight significant information including variances, trends, opportunities, and exposures to their manager.
• Provides information and support the process for internal (Corporate and SOX) and external audits.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Organizes work information to ensure accuracy and completeness.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 to 2 years of experience in building financial models from the ground up that will be utilized for overall investment valuation.
• Worked in investment banking, consulting, private equity sector.
• Post-secondary degree in related field of study or an equivalent combination of education and experience.
• Must have completed CFA 1 or in process of completing CFA.
• Excellent research, financial modeling, analytical and valuation skills.
• Work with existing models developed by colleagues to incorporate new data and verify results.
• Participate in the ongoing management and monitoring of private companies, including the annual valuation process.
• Excel at preparation of investment recommendations and presentations to investment/valuation committees (Advance Excel skills require).
• Strong financial modeling and analytical skills.
• Deep understanding of fundamental investment and valuation analysis.
• Excellent interpersonal, communications and collaboration skills.
• Highly proficient in Excel and PowerPoint.
• Verbal & written communication skills - In-depth.

$49,000.00 - $90,800.00

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.