Analyst, Global Markets, FX and Interest Rate Solutions

Bank of Montreal
  • San Francisco, CA
  • $110,000–$120,000 Per Year
5 days ago

Job Description

Application Deadline:

12/30/2026

Address:

180 Montgomery St.

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

We are seeking a Global Markets Analyst for a client-focused role within the Global Markets Corporate Sales and Structuring team. The Analyst will support senior marketers who advise U.S. Commercial Banking corporate clients on managing financial risks through derivative products, with a focus across FX and Interest Rate solutions.

The role requires strong collaboration across structuring and execution desks, Commercial Bankers, and Treasury & Payments Solutions partners. The core function of the Analyst position is helping identify client exposures, prepare tailored analyses and materials, support transaction execution, and maintain a high-quality client experience. The role offers direct exposure to corporate treasury decision-making, market dynamics, derivative pricing, and the end-to-end sales process.

This is a development-oriented position for a candidate who is analytical, commercially curious, detail-oriented, and motivated to grow into increasing client and transaction responsibility over time.

Key Responsibilities

  • Senior Marketer Support: Support senior Global Markets Advisors across client coverage, opportunity development, pitch preparation, pricing, execution, and post-trade follow-up for FX and IR derivative solutions.
  • Client Analysis: Review client financial statements, debt profiles, cash flows, international operations, transaction activity, and other information to help identify FX and interest rate exposures and potential hedging needs.
  • Market Analysis: Monitor macroeconomic developments and prepare concise market updates, scenario analyses, and client-specific observations.
  • Hedging Solutions: Assist in evaluating and presenting derivative strategies, including FX forwards, swaps and options, as well as interest rate swaps, caps, floors, collars and other approved solutions. Help translate product mechanics, economics, risks, and trade-offs into clear client materials.
  • Pricing and Execution Support: Coordinate with structuring, trading, credit, legal, onboarding, operations, and risk partners to obtain pricing, prepare transaction materials, validate key economics, and support timely and accurate execution.
  • Client Materials: Create and maintain pitch books, market updates, exposure analyses, pricing summaries, term sheets, and other marketing materials for client meetings and banker discussions.
  • Pipeline and CRM Management: Maintain accurate opportunity pipelines, client activity, next steps, and coverage metrics in applicable CRM and reporting tools. Help senior marketers prioritize follow-ups and identify actionable opportunities.
  • Risk and Controls: Follow all applicable policies, procedures, suitability standards, documentation requirements, internal controls, and regulatory expectations. Escalate questions appropriately and protect client and bank information.
  • Process Improvement: Contribute to dashboards, reporting, data quality, workflow improvements, and strategic initiatives that improve coverage effectiveness and the client experience.
  • Learning and Development: Build proficiency in FX and IR markets, derivative products, pricing concepts, credit valuation considerations, documentation, and commercial client engagement through formal training and daily mentorship from senior team members.

Qualifications

  • Bachelor's degree in finance, economics, business, mathematics, engineering, data science, or a related field, or an equivalent combination of education and relevant experience.
  • 0-2 years of relevant experience, including internships or early-career experience in capital markets, commercial banking, corporate treasury, risk management, consulting, or financial analysis.
  • Demonstrated interest in corporate risk management, financial markets, and derivative products across both foreign exchange and interest rates.
  • Strong analytical and problem-solving skills, including comfort working with financial statements, market data, cash flows, pricing outputs, and scenario analysis.
  • Strong attention to detail and organizational skills, with the ability to manage multiple client requests, deadlines, and workstreams in a fast-paced environment.
  • Strong written and verbal communication skills, sound judgment, intellectual curiosity, and a collaborative, client-service mindset.
  • Ability to build effective relationships

The salary range for this role is $110,000 up to $120,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.

Numbers & Facts

LocationSan Francisco, CA
Salary$110,000–$120,000 Per Year

Skills

  • Analysis Skillsunmatched
  • Bank Managementunmatched
  • Capital Marketsunmatched
  • Cash Flowunmatched
  • Coachingunmatched
  • Commercial Bankingunmatched
  • Communication Skillsunmatched
  • Corporate Bankingunmatched
  • Corporate Salesunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Data Qualityunmatched
  • Data Scienceunmatched
  • Derivativesunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • Economic Growthunmatched
  • Economicsunmatched
  • Establish Prioritiesunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Financial Risk Managementunmatched
  • Financial Servicesunmatched
  • Financial Statementsunmatched
  • Foreign Exchange (FX)unmatched
  • IR (Infrared)unmatched
  • Interest Ratesunmatched
  • International Operationsunmatched
  • International Salesunmatched
  • Investment Servicesunmatched
  • Legalunmatched
  • Management Consultingunmatched
  • Market Analysisunmatched
  • Market Trackingunmatched
  • Marketingunmatched
  • Materials Analysisunmatched
  • Mathematicsunmatched
  • Mentoringunmatched
  • Metricsunmatched
  • Network Administration/Managementunmatched
  • Network Supportunmatched
  • Onboardingunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Pricingunmatched
  • Problem Solving Skillsunmatched
  • Process Improvementunmatched
  • Product Pricingunmatched
  • Recruiting/Staffing Agencyunmatched
  • Reporting Dashboardsunmatched
  • Riskunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Sales Pipelineunmatched
  • Stock Marketunmatched
  • Strategic Planningunmatched
  • Swap Marketunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Treasuryunmatched
  • Treasury Managementunmatched
  • Writing Skillsunmatched

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