About the role#
Join the investment team as an intern to gain hands-on experience in specialized areas such as Exchange-Traded Funds, Structured Solutions, Alternative Investments, Core Active Investments, or Client Portfolio Management. You will work alongside portfolio managers and researchers to contribute to the development and execution of data-driven investment strategies.
What you'll do#
- Assist with recurring and ad hoc reporting for the investment team.
- Build, update, and maintain reports, dashboards, and data files.
- Prepare charts, tables, and summaries to communicate insights.
- Review reports for accuracy, consistency, and completeness.
- Improve the structure and usability of existing reporting processes.
- Gather, organize, and summarize data from internal and external sources.
- Prepare investment research summaries, briefing notes, and materials.
- Support ad hoc analysis regarding market trends, product themes, competitor activity, or portfolio positioning.
- Develop and enhance Excel-based tools, templates, and macros.
- Support the development of practical workflow improvements.
What you'll need#
- Currently enrolled in an undergraduate program in Business Administration, Finance, Economics, Mathematics, Data Science, Computer Science, or Computer Engineering.
- Strong interest in investments, financial markets, and asset management.
- Strong Excel skills, including experience with formulas, pivot tables, and data organization.
- Analytical and problem-solving skills.
- High attention to detail and a commitment to accuracy.
- Ability to work independently and collaborate with team members.
- Strong written and verbal communication skills.
- A curious and proactive mindset with a comfort for asking thoughtful questions.
Location & details#
- Location: Toronto, Ontario, Canada.
- Term: Summer 2027 (May 3, 2027 to August 13, 2027).
- Modality: On-site.
- Employment: Full-time, paid internship.
About BMO
BMO is a financial services organization that provides personal banking, commercial banking, wealth management, capital markets, and asset management. Founded in 1817, the company operates as a public entity. It maintains a workforce of over 60,000 employees. The firm is headquartered in Toronto with additional office locations in Chicago.
How to get in at BMO
Securing an internship at BMO requires speed, as early applicants are often reviewed before the volume of candidates becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, ensuring you can apply among the first. This proactive approach helps you get your materials in front of the team early in the hiring cycle. You can also improve your response rates by reaching out to the recruiters behind the company's roles directly. Intern Insider surfaces these specific contacts, allowing you to ask relevant questions about the internship or seek a referral. Connecting with the right person often provides more clarity than submitting an application into a general queue.
