Manager, US Capital Markets Finance

Posted Yesterday
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Chicago, IL, USA
In-Office
75K-160K Annually
Senior level
Financial Services
The Role
Manages financial planning, forecasting, performance reviews, variance analysis, business cases, and forward-looking analyses for the US Capital Markets portfolio. Provides financial advice and recommendations to business leaders, evaluates strategic initiatives, develops financial methodologies, monitors performance, and supports resource allocation and balance sheet optimization. Acts as a trusted financial advisor while ensuring compliance with regulations, policies, and risk management requirements.
Summary Generated by Built In

Application Deadline:

10/09/2026

Address:

320 S Canal Street

Job Family Group:

Finance & Accounting

Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring and management of financial performance against plans, forecasts, initiatives and objectives. Generates information and insights that support key business decisions to drive value (e.g., revenue growth, cost management, resource allocation, balance sheet optimization, etc.)

  • Acts as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • May own internal/external stakeholder relationships.
  • Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.
  • Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions.
  • Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, expense, balance sheet, capital, etc.).
  • Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.
  • Assesses reasonableness of business cases and performs due-diligence during Investment reviews and approvals processes.
  • Works with the business to align key performance indicators with financial forecasts and plans.
  • Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations.
  • Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
  • Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Monitors and tracks performance, and addresses any issues.
  • Acts as a trusted financial advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.

Salary:

$75,000.00 - $160,000.00

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 [email protected] 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.

Skills Required

  • Typically 5–7 years of relevant experience
  • Post-secondary degree in a related field of study, or equivalent combination of education and experience
  • In-depth verbal and written communication skills
  • In-depth collaboration and team skills
  • In-depth analytical and problem-solving skills
  • In-depth influence skills
  • In-depth data-driven decision-making skills

BMO Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BMO and has not been reviewed or approved by BMO.

  • Parental & Family Support — Paid parental leave up to 16 weeks at full pay for all new parents, plus up to $20,000 for adoption, surrogacy, and fertility, and 10 days of paid backup childcare indicate robust family support. These elements stand out within BMO’s U.S. package.
  • Retirement Support — A 401(k) design combining a core employer contribution with dollar-for-dollar matching up to a set portion of pay, plus immediate vesting on match and employee contributions, signals strong retirement funding. The core contribution’s three-year vesting is clearly defined.
  • Leave & Time Off Breadth — Vacation accrual scales with grade and service, alongside 9–10 paid holidays and additional paid time off buckets (bereavement, school activities, civic duties, blood donation, volunteering). This breadth offers multiple avenues for time away beyond standard vacation.

BMO Insights

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The Company
HQ: Toronto, Ontario
51,885 Employees

What We Do

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.

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