Investment Banking Associate — Critical Minerals and Metals

BMO • Miami Beach, FL

1d • $175,000 - $200,000 • Onsite

About The Position

BMO Capital Markets is expanding its Metals and Mining Investment Banking group into Miami to establish a dedicated center of excellence for Critical Minerals and Metals. The group will engage with project owners, governments, and investors, drawing on BMO Financial Group’s broader capabilities and coordinating with offices in New York, Toronto, London, Vancouver, Perth, and Melbourne. Its business has a strong global pipeline, particularly in M&A advisory and bespoke equity and debt capital raising.

The Associate will contribute to client-focused investment banking solutions through sector expertise, innovative thinking, and execution across the Capital Markets platform. The position is based in Miami, involves regular domestic and international travel and daily engagement with global offices, and includes 4–8 weeks of training and orientation in Toronto. The role offers an opportunity to help build a new office and platform. A positive attitude and entrepreneurial spirit are prerequisites.

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.
• Demonstrated 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 teamwork skills.
• In-depth analytical and problem-solving skills.
• In-depth influence skills.
• In-depth data-driven decision-making skills.
• Positive attitude and entrepreneurial spirit.
• Interest in the intersection of the physical and digital economies.

Nice To Haves

• MBA degree preferred.
• Background in critical minerals or metals supply chains, geology, mining engineering, finance, or public policy.

Responsibilities

• Participate in deal teams to develop, present, and win mandates for new opportunities.
• Create pitch books covering 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.
• Manage a diverse portfolio of private and middle-market companies, progressing toward greater 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 products or services.
• Identify opportunities to 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 among stakeholders.
• Create and update financial models and analyses to assess 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.
• 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; follow applicable policies, procedures, laws, and regulations, and make risk-informed decisions consistent with the bank’s Risk Management Framework and Risk Appetite.
• Undertake other broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Total compensation may include performance-based incentives, discretionary bonuses, perks, and rewards.

What This Job Offers

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