Associate, Investment Banking

BMO • New York, NY

3d • $175,000 - $225,000

About The Position

The Associate, Investment Banking provides deep industry expertise, innovative thinking, and execution across a suite of products through an integrated Capital Markets platform. The role collaborates on client-focused financial solutions, participates in deal teams to win mandates, develops and presents pitch books, and manages relationships with private and middle-market companies while progressing toward greater client responsibility.

The Associate conducts due diligence and ongoing account monitoring, develops financial models and analyses, identifies client needs and cross-selling opportunities, and supports transaction execution and strategic initiatives. The role works with internal and external stakeholders, provides direction and mentoring to Analysts, and applies risk management, internal controls, and compliance requirements in day-to-day work. Assignments may include complex or unique situations and additional responsibilities 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.

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 clients about financial solutions and participate in their presentation.
• Monitor clients, their industries, and regulatory agencies for changes that may affect client portfolios and business needs.
• Initiate contact with partners to support 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 reviews 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 strategic initiatives with internal and external stakeholders.
• Build effective stakeholder relationships and ensure alignment among stakeholders.
• Create and update financial models to analyze client portfolios, anticipate client needs, and support strategic recommendations.
• Use financial analysis to proactively identify cross-selling opportunities.
• Analyze industry compilations and produce reliable technical and financial reports and analyses for client deliverables.
• Understand transaction complexity and related credit, market, operational, legal, and compliance risks.
• Provide feedback and support continuous improvement; integrate information from multiple sources to improve processes, analysis, and reporting.
• Provide direction and feedback to Analysts and be accountable for their development and mentoring.
• Consider risk, internal controls, and compliance in day-to-day work and adhere to policies and procedures.
• Make sound, risk-informed decisions within the Risk Management Framework, approved Risk Appetite, business strategy, applicable policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included, along with other perks and rewards.

What This Job Offers

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