Investment Team Intern, Summer 2027 (Co-op/Internship) - 4 months

Job description

Application Deadline:

11/08/2026

Address: 100 King Street West

Job Family Group:

Data Analytics & Reporting

Internship Start Date: The internship program begins on May 3rd 2027, and concludes on August 13th 2027. Due to the structured nature of the program, onboarding activities, and cohort experience, candidates are expected to be available for the full internship term. Availability for the entire program duration is required to successfully participate in the internship.

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.

Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Banking Mentorship Program, BMO Social Squad student-led activities, BMO Academy learning platform and access to various Employee Resource Groups to further develop your network within BMO.

Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @bmocanada | @bmo_us and joining our LinkedIn group BMO Campus Recruiting & Early Talent.

Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at https://jobs.bmo.com/ca/en/new-grad

To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.

About the Role Join a dynamic and forward-thinking investment team as an intern and gain hands-on experience in one of several specialized areas: Exchange-Traded Funds (ETFs), Structured Solutions, Alternative Investments, Core Active Investments or Client Portfolio Management. This internship offers a unique opportunity to work alongside experienced portfolio managers and researchers, contributing directly to the development and execution of data-driven investment strategies.

Key Responsibilities

- Assist with recurring and ad hoc reporting for the investment team.

- Help build, update, and maintain reports, dashboards, and data files used to track investment, market, or business activity.

- Prepare charts, tables, and summaries that communicate insights clearly for different audiences.

- Review reports for accuracy, consistency, and completeness before distribution.

- Support the team in improving the structure and usability of existing reporting processes.

- Gather, organize, and summarize data from internal and external sources.

- Assist in preparing investment research summaries, briefing notes, and materials for portfolio managers, analysts, or broader team discussions.

- Support ad hoc analysis related to market trends, product themes, competitor activity, or portfolio positioning.

- Help identify key insights, risks, and considerations from research findings.

- Develop and enhance Excel-based tools, templates, and macros to improve team efficiency.

- Support the development of practical workflow improvements that reduce duplication, improve accuracy, and save time.

- Broader work or accountabilities may be assigned as needed.

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Qualifications

- Currently enrolled in an undergraduate program, preferably in business, finance, economics, mathematics, data analytics, computer science, engineering, or a related field.

- Strong interest in investments, financial markets, and asset management.

- Strong Excel skills, with experience using formulas, pivot tables, and data organization.

- Experience with VBA, macros, Power Query, Python, Power BI, or other automation and analytics tools would be considered an asset.

- Strong analytical and problem-solving skills.

- High attention to detail and a commitment to accuracy.

- Ability to work independently while also collaborating effectively with team members.

- Strong written and verbal communication skills.

- Curious, proactive, and comfortable asking thoughtful questions.

Why BMO? At BMO, we’re committed to fostering innovation and developing future leaders. As a coop student, you’ll gain exposure to real-world investment challenges, receive mentorship from experienced professionals, and contribute meaningfully to our strategic initiatives.

Salary:

$40,500.00 - $80,000.00 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 https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.