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Private Wealth Analyst, Summer 2025 (Co-op/Internship) - 4 Months

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BMO

15d ago

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You should have 2-3 years of relevant experience or be a motivated student with a strong desire to learn, possessing good communication, organization, collaboration, and analytical skills.
  • You will support program execution, analyze data, manage projects, collaborate with stakeholders, track metrics, communicate strategies, and assist in reporting and risk documentation.

Requirements

  • Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. However, as part of the BMO campus program, we are looking for motivated University and College students with a strong desire to learn.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

Responsibilities

  • Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution.
  • Supports the execution of program components working with internal & external stakeholders to ensure effective & seamless delivery.
  • Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.
  • Participates in the design, development, implementation, and management of core program processes.
  • Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.
  • Provides support for the investigation, analysis & documentation of program risks.
  • Analyzes data and information to provide program insights and recommendations.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).
  • Communicates and reinforces program principles, strategies, processes and standards in all operational activities.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Supports the execution of strategic initiatives; includes tracking metrics and milestones.
  • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.
  • Tracks exception requests and corresponding approvals.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

FAQs

What is the duration of the Private Wealth Analyst Co-op/Internship?

The duration of the Private Wealth Analyst Co-op/Internship is 4 months during the summer of 2025.

Where is the internship location?

The internship is located at 100 King Street West, Toronto, Ontario, M5X 1A1.

What type of students are eligible to apply for this internship?

Students currently enrolled in an academic program and returning to their studies are eligible to apply for the internship.

What materials do I need to submit to apply for this internship?

To apply for this opportunity, you need to submit your cover letter, resume, and an unofficial copy of your academic transcript.

What is the salary range for this internship?

The salary range for the Private Wealth Analyst internship is $37,500.00 - $69,500.00.

What types of skills are required for this position?

The required skills include verbal and written communication skills, organization skills, collaboration and team skills, as well as analytical and problem-solving skills.

Are there any programs or initiatives available for interns?

Yes, interns will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad, BMO Academy corporate learning platform, and access to various Employee Resource Groups.

Will the internship provide opportunities for networking?

Yes, interns will have access to various networking opportunities through the BMO Social Squad and Employee Resource Groups.

Is there a focus on inclusivity at BMO?

Yes, BMO is committed to creating an inclusive, equitable, and accessible workplace, and accommodations are available upon request for candidates participating in the selection process.

What should I do if I need an accommodation during the application process?

If you need accommodation during the application process, you should contact your recruiter to request it.

BMO

Finance
Industry
10,001+
Employees
1817
Founded Year

Mission & Purpose

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.