Investment Banking Associate — Critical Minerals and Metals

Bank of Montreal•Miami Beach, FL

4d•$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 focused on Critical Minerals and Metals. The group will lead the bank’s engagement with project owners, governments, and investors, coordinating closely with BMO offices in New York, Toronto, London, Vancouver, Perth, and Melbourne. Its work spans M&A advisory and bespoke equity and debt capital raising for clients in a sector shaped by complex geopolitical dynamics, customer qualification requirements, and evolving project and technology timelines. The Associate will contribute industry expertise, analytical thinking, and transaction execution through BMO’s integrated Capital Markets platform. The role involves developing client-focused solutions, supporting deal teams in winning mandates, preparing and presenting pitch materials, conducting financial and industry analysis, and managing client relationships. The Associate will also guide and mentor Analysts and support strategic initiatives and process improvements. The position is based in Miami, with regular domestic and international travel and daily engagement with global offices. Training and orientation will take place in Toronto for 4–8 weeks. A positive attitude and entrepreneurial spirit are prerequisites. The posted annual salary range is $175,000–$200,000 USD, subject to the candidate’s skills, experience, education, and qualifications. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans; total compensation may include performance-based incentives, discretionary bonuses, and other perks and rewards.

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.
Strong interest in the intersection of the physical and digital economies.
Positive attitude and entrepreneurial spirit.
Ability to travel regularly domestically and internationally and engage daily with the firm’s global offices.

Nice To Haves

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

Responsibilities

Collaborate with colleagues to develop 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 presenting financial solutions and participate in client presentations.
Monitor clients, their industries, and regulatory agencies for changes that may affect client portfolios and business needs.
Initiate contact with partners to pursue new client sales.
Manage a diverse portfolio of private and middle-market companies, with increasing client responsibility over time.
Review and continually monitor the performance of 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 and services.
Identify opportunities to 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.
Analyze industry compilations and prepare or lead reliable technical and financial reports and analyses for client deliverables.
Assess transaction complexity and related credit, market, operational, legal, and compliance risks.
Provide feedback and support continuous improvement, including integrating information from multiple sources to improve processes, analysis, and reporting.
Provide direction and feedback to Analysts and contribute to their development and mentoring.
Consider risk, internal controls, and compliance in day-to-day work; follow applicable policies, procedures, laws, and regulations.
Apply BMO’s Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and approved risk appetite.