Associate, FIG Investment Banking - New York

BMO • New York, NY

4d

About The Position

BMO Capital Markets is recruiting an Associate to join its Financial Institutions Group (FIG) team in New York. The Associate applies industry expertise, innovative thinking, and strong execution across Capital Markets products to develop client-focused solutions. The role participates in deal teams, develops and presents financial analyses and recommendations, and supports new business development and client relationship management. Prior FIG Investment Banking experience is preferred.

The Associate creates and presents pitch books, builds and updates financial models, analyzes client portfolios and industry trends, and provides findings to deal teams and clients. The role supports transaction execution and strategic initiatives, monitors client and regulatory developments, and works with internal and external stakeholders. It also provides direction and mentoring to Analysts and considers risk, controls, and compliance in day-to-day work.

Requirements

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• Undergraduate degree with academic coursework in finance, economics, or accounting and outstanding academic achievement.
• At least 3 years of investment banking or valuation experience at a financial analyst level.
• Knowledge of capital markets, investment banking products, and applicable regulations.
• Credit analysis experience or understanding.
• Knowledge of organizational portfolio management policies and objectives.
• Deal or transaction execution and/or project management skills.
• Strong quantitative analytics, financial modeling, and credit analysis skills.
• Expertise in financial computer applications and database management tools.
• Technical proficiency gained through education and/or business experience.
• In-depth verbal and written communication skills.
• In-depth collaboration and teamwork skills.
• In-depth analytical and problem-solving skills.
• In-depth influencing skills.
• In-depth data-driven decision-making skills.

Nice To Haves

• Prior FIG Investment Banking experience.

Responsibilities

• Participate in deal teams to develop, present, and win mandates for new opportunities.
• Create pitch books presenting financial solutions and participate in presentations to clients.
• Monitor clients, their industries, and regulatory agencies for changes affecting client portfolios and business needs.
• Initiate contact with partners to pursue new client sales.
• Manage a diverse portfolio of private and middle-market companies, progressing toward increased client responsibility.
• Review and continually monitor the performance of existing accounts and client relationships.
• Conduct due diligence, including client visits, business-model analysis, and reviews of industry trends and related regulations.
• Identify opportunities to diversify client portfolios and cross-sell services.
• Identify opportunities to improve efficiency and service for internal and external clients.
• Provide analytical findings to deal teams.
• Support execution of strategic initiatives with internal and external stakeholders and ensure stakeholder alignment.
• Build effective relationships with internal and external stakeholders.
• Create and update financial models to analyze client portfolios, anticipate client needs, and support strategic recommendations.
• Analyze industry compilations and prepare or lead technical and financial reports and analyses for client deliverables.
• Assess transaction complexity and related credit, market, operational, legal, and compliance risks.
• Integrate information from multiple sources to improve processes, analysis, and reporting.
• Provide direction and feedback to Analysts and support their development and mentoring.
• Consider risk, internal controls, and compliance in day-to-day work and adhere to policies and procedures.
• Provide feedback and support continuous improvement opportunities.
• Take on broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in total compensation, depending on the pay type.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level