Analyst, Real Estate, Investment Banking jobs in United States
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BMO · 14 hours ago

Analyst, Real Estate, Investment Banking

BMO Capital Markets Corp. is a financial services provider seeking an Analyst in Real Estate within their Investment Banking division. The role involves collaborating with deal teams, conducting financial analysis, and supporting client presentations to enhance client experience and drive strategic initiatives.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Develops written internal and external marketing on pitch material
Supports deal teams in development, presentation, and winning mandates
Seeks to develop an understanding of client needs and outcomes
Provides materials to support an outstanding client experience
Identifies opportunities for increased efficiency and improved service to internal and external clients
Provides analytical findings to deal teams
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Researches and analyzes company and industry financial and operating information
Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations
Creates statistical exhibits and financial performance trend analysis for client presentations
Prepares industry compilations
Performs market research and synthesizes findings for internal and external presentations
Applies technical concepts and understands implication of work to client/transaction
Develops an understanding of and proficiency in using all required systems and models
Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
Provides feedback on, and supports continuous improvement opportunities
Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting
Delivers financial modeling to support strategic recommendations to clients
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures
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

Qualification

Financial analysisFinancial modelingInvestment banking experienceStatistical presentationsDatabase management toolsAnalytical skillsCommunication skillsInterpersonal skillsProblem solvingCollaboration skills

Required

Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or post-secondary degree in related field of study or an equivalent combination of education and experience
An undergraduate degree with academic coursework in finance, economics, accounting or real estate, with outstanding academic achievement
Financial analysis training and experience
Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detail
Highly skilled in building complex financial models
Expertise in using financial computer applications and database management tools
Skilled in creating statistical presentations
Creative, insightful, and resourceful
Strong interpersonal skills within a demanding team environment
Strong ability to review and assess detailed information daily on multiple projects in an organized manner
Works independently within a team environment
Specialized knowledge from education and/or business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth

Preferred

FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Company

We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities.

Funding

Current Stage
Public Company
Total Funding
$7.54B
2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M

Leadership Team

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David Casper
U.S. Chief Executive Officer
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Azam Dawood
Head Of Sourcing
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Company data provided by crunchbase