Director, Investment Banking

Bank of Montreal • New York, NY

12h

About The Position

The Director, Investment Banking provides deep industry-sector expertise, innovative thinking, and world-class execution across a full suite of products through an integrated Capital Markets platform. The role develops and maintains client relationships, identifies client needs, and delivers creative financial solutions while leading or contributing to pitches, presentations, deal execution, and cross-selling initiatives. It manages a diverse client portfolio, supports strategic recommendations with financial analysis and modeling, and collaborates with sector coverage partners and specialists across the firm.

The position serves as a trusted advisor to clients and a specialist resource to senior leaders and stakeholders. It balances client needs with the Bank’s risk appetite, considers risks and compliance in day-to-day work, and identifies opportunities to grow revenue, reduce costs, or optimize capital. The role also reviews and guides team members’ work and supports improvements in client experience and business efficiency.

Requirements

• Minimum of 9 years of relevant experience in investment banking, negotiating and structuring financial transactions.
• Some experience developing business in a corporate lending environment.
• Post-secondary degree in a related field or an equivalent combination of education and experience.
• Excellent knowledge of financial solutions, products, and services.
• Expert knowledge in one or more areas, recognized by clients and peers.
• Ability to create and deliver professional product ideas and presentations.
• Expertise in financial computer applications and database management tools.
• In-depth or expert verbal and written communication skills.
• In-depth or expert analytical and problem-solving skills.
• In-depth or expert influence skills.
• In-depth or expert collaboration and teamwork skills, with a focus on cross-group collaboration.
• Ability to manage ambiguity.
• In-depth or expert data-driven decision-making skills.
• Seasoned professional with a combination of education, experience, and industry knowledge.

Nice To Haves

• Undergraduate degree focused on finance, economics, or accounting, with high academic achievement.
• MBA, CFA, or equivalent experience in financial services, accounting, or legal fields.
• Relevant business services sector experience.

Responsibilities

• Use sector expertise and the Capital Markets platform to develop client-focused financial solutions.
• Cultivate relationships with new and existing clients and identify opportunities to develop new business.
• Institute cross-selling initiatives and grow the firm’s share of client business.
• Serve as a key member of deal teams, maximizing sector penetration and returns.
• Create client pitch books and lead or participate in client presentations and pitches.
• Monitor clients, their industries, and regulatory agencies for changes that may affect client portfolios or business needs.
• Initiate contact with partners to support new-client sales.
• Manage a diverse client portfolio, progressively taking on increased client responsibility.
• Review and monitor account and client relationship performance.
• Conduct due diligence, including client visits, business-model analysis, and reviews of industry trends and regulations.
• Understand client needs and provide ideas, opinions, recommendations, and timely solutions in collaboration with sector coverage partners.
• Support credit concurrence and pricing efforts as a client advocate.
• Maintain ongoing coverage contact with clients and sector managers and develop strong relationships at all levels.
• Interpret client strategy, anticipate changing needs, and provide strategic and creative solutions.
• Identify opportunities to improve the client experience and involve relevant partners.
• Provide strategic input into business decisions and recommend business priorities, resource requirements, and roadmaps for execution.
• Work with specialists and stakeholders across lines of business to coordinate and complete successful deals.
• Create and update financial models and analyses to assess client portfolios, anticipate needs, and support strategic recommendations.
• Analyze industry compilations and prepare or oversee reliable technical and financial reports and analyses for client deliverables.
• Assess transaction complexity and risks, balance the Bank’s risk appetite with client needs, and make risk-informed recommendations.
• Identify and act on opportunities to generate revenue, reduce costs, or optimize capital.
• Integrate information from multiple sources to improve processes, analysis, and reporting.
• Review and guide team members’ work to deliver business results.
• Apply risk management, internal controls, and compliance requirements in day-to-day accountabilities.
• Serve as a specialist resource to senior leaders and stakeholders, address complex or ambiguous situations, and implement changes in response to shifting trends.
• Take measured risks and make sound decisions aligned with business strategy, approved risk appetite, applicable policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in the total compensation package.

What This Job Offers

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