Associate, Corporate Advisory

Bank of MontrealChicago, IL
Onsite

About The Position

The BMO Corporate Advisory team advises commercial banking clients and prospects on buy-side M&A and other corporate finance engagements. The team is comprised of former investment banking, private equity, management consulting, corporate development, and commercial banking professionals and is looking to hire a new Associate. The Associate will be responsible for providing advanced financial modeling and deal execution support for buy-side M&A and other corporate finance advisory opportunities. The Associate will also develop customized analytics and presentations to support the execution of assignments within the commercial bank.

Requirements

  • An undergraduate degree in finance, economics, accounting or direct work experience in a related field.
  • 2-4 years of experience in investment banking, management consulting, commercial banking, or similar field
  • Knowledge of capital markets and investment banking products (including, but not limited to mergers & acquisitions, recapitalizations, capital structure, valuation techniques, and private equity markets).
  • Highly proficient in quantitative analytics, financial modeling, and valuation analysis.
  • Excellent written and oral communication skills.
  • Expertise in computer applications including Microsoft Excel and PowerPoint.
  • Strong interpersonal skills within a demanding team environment and in interactions directly with clients.
  • Excellent capability to operate independently and proactively service multiple clients.

Responsibilities

  • Design and manage valuation models including DCF, LBO, comparable companies analysis, precedent transactions analysis, and merger models for live and contemplated M&A transactions.
  • Build free cash flow model for purposes of evaluating new credit opportunities and capital structure alternatives.
  • Work with team to recommend appropriate capital structure and market-based financing terms in corporate finance situations.
  • Support ongoing advisory relationships with clients and update existing financial models and presentation materials as needed.
  • Build new presentation materials for buy-side M&A and other corporate finance advisory engagements.
  • Participate in presentation of BMO materials, both internally and externally to clients and prospects.

Benefits

  • health insurance
  • tuition reimbursement
  • accident and life insurance
  • retirement savings plans
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