San Francisco - Summer 2028 Internship - Investment Banking - Financial Sponsors Group

01/03/2027

Address:

180 Montgomery St.

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.

 

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of April 30, 2026.

 

Summer Analyst Program Overview:

The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants with practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 10-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full-time Investment Banking program.

Financial Sponsors Group:

Role:

• Team of investment bankers who specifically focus on Financial Sponsors
• Act as the contact point and advocate for sponsor clients to access the entire BMO Organization
• Knowledge of clients’ portfolios and ability to provide value-added advice and opportunities
• Act as extension of sponsor clients’ investment teams, providing comprehensive advisory support, both deal and non-deal related
• Provide market intelligence and insight into the private equity arena, including current market trends, companies for sale / deals in market, and capital structure opportunities to reduce cost of debt, monetize investment, or optimize capital structure

Responsibilities:

• Build and maintain portfolio company trackers
• Research industries and identify target opportunities
• Support pitch book and company profile development
• Develop and analyze LBO models
• Assist with debt capacity analyses and lender presentations
• Prepare materials for internal credit and diligence processes
• Support client coverage and cross-functional coordination
• Track portfolio performance and industry activity

 

Responsibilities:

As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include:

· Conducting industry and company research and analysis

· Developing client presentations

· Writing internal and external marketing memoranda

· Running valuation analysis, financial analysis and completing complex modeling exercises

· Performing other tasks supporting client relationships and business development

 

Qualifications:

BMO Capital Markets offers practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious, and mature individuals:

· Enrolled in an undergraduate degree program, graduating in Dec. 2028 or Spring 2029

· Interest in investment banking

· A preferred minimum GPA of 3.4/4.0

· Outstanding academic achievement, leadership experience and peer recognition

· Demonstrated leadership attributes in work, school, or community

· Excellent analytic, critical thinking and problem-solving skills

· Strong interpersonal skills used within a demanding team environment

· Demonstrated proactivity, resiliency, and an unfailingly positive attitude

· Excellent capacity to independently function as part of a team through self-motivation

· Strong work ethic and a high level of professional integrity

· Intellectual curiosity, adaptability and a willingness to learn and adopt new technologies and ways of working

· Legally authorized to work in the U.S. and will not require sponsorship in the future

 

The annual base salary for this position is USD$110,000

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.