Associate, Investment Banking

Bank of Montreal • New York, NY

1d • $175,000 - $225,000

About The Position

Provides industry-sector expertise, innovative team-based thinking, and execution across a suite of products through an integrated Capital Markets platform. Collaborates on creative, client-focused solutions and participates in deal teams to develop, present, and win mandates. Creates and presents pitch books and financial analyses, directly manages a portfolio of private and middle-market companies, and progresses toward increasing client responsibility.

Monitors clients, industries, and regulatory developments; conducts due diligence; reviews account and relationship performance; and identifies opportunities to diversify portfolios, improve service, and cross-sell. Builds financial models, provides analytical findings to deal teams, supports strategic initiatives, and develops recommendations for clients. Works with internal and external stakeholders to align interests and support efficient processes and reporting.

Provides direction, feedback, development, and mentoring to Analysts. Exercises judgment and works independently on complex tasks while considering transaction risks, internal controls, compliance, and applicable policies and regulations. Applies BMO’s Risk Management Framework and makes risk-informed decisions aligned with business strategy and approved risk appetite. Broader work or accountabilities may be assigned as needed.

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.
• Good knowledge of organizational portfolio management policies and objectives.
• Solid deal or transaction execution and/or project management skills.
• Exceptional 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 team skills.
• In-depth analytical and problem-solving skills.
• In-depth influence skills.
• In-depth data-driven decision-making skills.

Nice To Haves

• MBA degree preferred.

Responsibilities

• Collaborate to generate creative, client-focused solutions for prospective and current clients.
• Participate in deal teams to develop, present, and win mandates for new opportunities.
• Create pitch books for financial solutions and participate in presenting them to clients.
• Monitor clients, their industries, and regulatory agencies for changes that may affect client portfolios and business needs.
• Initiate contact with partners to develop new client sales.
• Directly 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 review of industry trends and related regulations.
• Identify opportunities to diversify client portfolios and improve efficiency and service for internal and external clients.
• Provide analytical findings to deal teams and support execution of strategic initiatives with internal and external stakeholders.
• Build effective stakeholder relationships and ensure alignment between stakeholders.
• Create and update financial models and analyses to assess client portfolios, anticipate needs, and support strategic recommendations.
• Use financial analysis to proactively identify cross-selling opportunities.
• Analyze industry compilations and complete or lead technical and financial reports and analyses to support client deliverables.
• Assess transaction complexity and related credit, market, operational, legal, and compliance risks.
• Provide feedback and support continuous improvement opportunities; 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.
• Apply BMO’s Risk Management Framework, make sound risk-informed decisions, and protect bank assets while adhering to applicable policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• May include performance-based incentives, discretionary bonuses, and other perks and rewards
• Training and coaching, manager support, and network-building opportunities

What This Job Offers

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