Sales Analyst

Sales Analyst

London Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Sales Analyst to support client-focused projects and gain hands-on experience in Global Markets.
  • Company: Be part of a leading financial institution offering innovative market insights and trading solutions.
  • Benefits: Enjoy full-time hours, structured training, and the chance to earn a CISI certification.
  • Why this job: This role offers a unique blend of business engagement and operational support in a dynamic environment.
  • Qualifications: Ideal candidates will have a degree in finance or related fields and strong analytical skills.
  • Other info: Opportunity to rotate through multiple business groups and develop both technical and soft skills.

The predicted salary is between 28800 - 48000 £ per year.

The Sales Analyst role is an entry-level position designed to provide hands-on exposure to the dynamic environment of Global Markets. This role is a blend of business engagement and operational support, offering candidates a unique opportunity to contribute to client-focused projects while building a strong foundation in sales and trading. Sales Analysts will be expected to complete a CISI certification in regulation, securities & derivatives within six months of joining. The role focuses on providing a markets-based suite of sales and trading solutions across a number of different institutional client segments. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes.

Knowledge and Skills

  • Participate in real-time sales and trading activities by working alongside senior team members to support the business and analyse market trends. Develop a deep understanding of financial markets and client strategies.
  • Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader. Engage with clients on logistical coordination and post-meeting follow-ups.
  • Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions.
  • Seeks to develop an understanding of client needs and outcomes.
  • Actively contribute to desk initiatives by shadowing and supporting team members in sales, trading, and client interactions. Provide insights and solutions for improving desk efficiency and productivity.
  • Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
  • Collaborate on ad hoc projects that contribute to business growth, including data analysis, process improvements, and supporting strategic initiatives.
  • Participate in structured training programs on market products, trading strategies, and client engagement. Build technical and soft skills to enhance progress.
  • Reads, analyses and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
  • CISI certification in regulation, securities & derivatives: Dedicate time to studying for and passing the required certification within six months of onboarding.
  • Verifies that all confirms on trades or sales are accurate and promptly delivered.
  • Builds effective relationships with internal/external stakeholders.
  • Cultivates strong relationships with the research team in order to understand their industries and stock coverage.
  • Defines problems, collects data, establishes facts, and draws valid conclusions.
  • Develops an understanding of and proficiency in using all required systems and models.
  • Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations.
  • Responds to requests for information from both internal and external sources.
  • Communicates market data and client changes to colleagues when they are on the road or in meetings.
  • Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Broader work or accountabilities may be assigned as needed

Qualifications

  • Bachelor’s degree in finance, business, economics, or a related field.
  • Strong analytical and organizational skills, with the ability to manage competing priorities in a fast-paced environments.
  • Excellent verbal and written communication skills for effective collaboration with clients and team members.
  • Willingness to rotate through multiple business groups and adapt quickly to new challenges.
  • Demonstrated interest in financial markets and a desire to build a career in sales, trading, or market analysis.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) with an eagerness to learn specialized software tools.
  • A commitment to obtaining CISI certification in regulation, securities & derivatives within the first six months.
  • Some experience in Macro, Python etc. preferred, but not essential

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance

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Sales Analyst employer: BMO

At BMO, we pride ourselves on being an exceptional employer, offering a vibrant work culture that fosters collaboration and innovation in the heart of London. As a Sales Analyst, you'll benefit from comprehensive training programs, including the opportunity to gain your CISI certification, while working alongside experienced professionals who are dedicated to your growth and success. Our commitment to employee development, coupled with access to leading market insights and a diverse range of client interactions, makes BMO a rewarding place to launch your career in finance.
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Contact Detail:

BMO Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Sales Analyst

✨Tip Number 1

Familiarise yourself with the financial markets and the specific asset classes mentioned in the job description. Understanding debt, foreign exchange, and equities will not only help you during interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals already working in sales or trading roles. Attend industry events or webinars to connect with potential colleagues and learn about their experiences. This can provide valuable insights and may even lead to referrals.

✨Tip Number 3

Prepare to discuss how you would approach client engagement and support. Think of examples where you've successfully managed competing priorities or provided excellent customer service, as these skills are crucial for the Sales Analyst position.

✨Tip Number 4

Stay updated on current market trends and news. Being able to discuss recent developments in the financial world during your interview will show that you're proactive and engaged, making you a more attractive candidate.

We think you need these skills to ace Sales Analyst

Analytical Skills
Organisational Skills
Communication Skills
Client Engagement
Market Analysis
Data Analysis
Proficiency in Microsoft Office Suite
Understanding of Financial Markets
Problem-Solving Skills
Attention to Detail
Time Management
Adaptability
Team Collaboration
Technical Aptitude
CISI Certification Commitment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Sales Analyst role. Emphasise your analytical abilities, communication skills, and any experience in finance or related fields.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description that excite you and how your background makes you a great fit.

Highlight Relevant Coursework: If you have a degree in finance, business, or economics, be sure to mention relevant coursework or projects that demonstrate your understanding of financial markets and analytical skills.

Showcase Your Technical Skills: Mention your proficiency in Microsoft Office Suite and any experience with programming languages like Python. Highlight your eagerness to learn specialised software tools as this is important for the role.

How to prepare for a job interview at BMO

✨Understand the Role

Make sure you have a solid grasp of what a Sales Analyst does. Familiarise yourself with the key responsibilities, such as market analysis and client engagement, so you can discuss how your skills align with these tasks.

✨Show Your Analytical Skills

Prepare to demonstrate your analytical abilities during the interview. Be ready to discuss any relevant experience or projects where you've used data analysis to solve problems or improve processes.

✨Research the Company

Take the time to learn about the company’s position in the market, its products, and its clients. This will not only help you answer questions more effectively but also show your genuine interest in the role.

✨Prepare for Technical Questions

Since the role may involve using software tools and understanding financial concepts, brush up on relevant technical knowledge. Be prepared to answer questions related to Microsoft Office Suite and any programming languages you might know.

Sales Analyst
BMO
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  • Sales Analyst

    London
    Full-Time
    28800 - 48000 £ / year (est.)

    Application deadline: 2027-07-15

  • B

    BMO

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