Investment Banking Vice President — Critical Minerals and Metals

Bank of Montreal•Miami Beach, FL

4d•$260,000 - $260,000•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 lead the bank’s engagement with project owners, governments, and investors, coordinating with BMO offices in New York, Toronto, London, Vancouver, Perth, and Melbourne. Its work focuses particularly on M&A advisory and bespoke equity and debt capital raising. The role offers an opportunity to help build a new office and platform in South Florida. The position is based in Miami, includes regular domestic and international travel and daily engagement with global offices, and begins with 4–8 weeks of training and orientation in Toronto. The Vice President provides sector expertise, innovative thinking, and execution across Capital Markets products, developing client-focused solutions and serving as a key member of deal teams. The role manages client relationships and transactions, develops and presents pitches, performs financial analysis and modeling, supports strategic recommendations, and works with internal and external stakeholders to complete deals. It also reviews and guides Analysts and Associates and applies the bank’s risk management framework, policies, and applicable laws and regulations in day-to-day work. Applicants should have a positive attitude and entrepreneurial spirit, and an interest in the intersection of the physical and digital economies. Relevant backgrounds may include critical minerals or metals supply chains, geology, mining engineering, finance, or public policy. The role requires at least six years of relevant investment banking experience, including negotiating and structuring financial transactions and some corporate lending business development experience. An undergraduate degree is required; finance, economics, or accounting is preferred. The stated base salary is $260,000 USD. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Requirements

Typically 5–7 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
At least 6 years of relevant investment banking experience, including negotiating and structuring financial transactions.
Some experience in a corporate lending environment developing business.
An undergraduate degree; finance, economics, or accounting is preferred, with high academic achievement.
MBA, CFA, or equivalent experience in financial services, accounting, or legal fields.
Advanced deal execution and/or project management skills, including the ability to manage multiple clients or major initiatives.
Strong market knowledge to service clients comprehensively and develop new solutions.
Expertise in financial computer applications and database management tools.
Knowledge of organizational portfolio management policies and objectives.
In-depth verbal and written communication, collaboration and teamwork, analytical and problem-solving, influence, and data-driven decision-making skills.
Ability to work independently, exercise judgment, and address non-routine situations.
Positive attitude and entrepreneurial spirit.
Ability to travel regularly domestically and internationally and engage daily with global offices.

Nice To Haves

Relevant business-services sector experience is highly desired.
Interest or background in critical minerals or metals supply chains, geology, mining engineering, finance, or public policy.
MBA, CFA, or equivalent experience in financial services, accounting, or legal fields.

Responsibilities

Provide industry-sector expertise, innovative thinking, and execution across a full suite of Capital Markets products.
Develop creative, client-focused solutions for prospective and current clients and contribute as a key member of deal teams.
Lead or support sector penetration, cross-selling initiatives, and client-ranking efforts.
Create and present pitch books and other deal pitches; prepare or oversee timely deal materials.
Monitor clients, their industries, and regulatory developments for changes affecting portfolios and business needs.
Initiate contact with partners to generate new-client sales and maintain ongoing coverage contact with clients and sector managers.
Manage a portfolio of private and middle-market companies, with increasing client responsibility over time.
Monitor account and relationship performance and conduct due diligence, including client visits, business-model analysis, and reviews of industry trends and regulations.
Identify client needs and recommend relevant ideas and solutions in collaboration with sector coverage partners and specialists.
Support credit concurrence and pricing efforts as a client advocate.
Build client relationships through a comprehensive understanding of client needs and alignment with the bank’s products and services.
Identify and engage decision makers and influencers within client and internal organizations.
Contribute to strategic plans and execute strategic initiatives with internal and external stakeholders, ensuring stakeholder alignment.
Create and update financial models and analyses to assess client portfolios, anticipate needs, identify cross-selling opportunities, and support strategic recommendations.
Analyze industry compilations and prepare or lead technical and financial reports and analyses for client deliverables.
Assess transaction complexity and risks, balance client needs with the bank’s risk appetite, and identify cost-effective ways to improve profitability.
Integrate information from multiple sources to improve processes, analysis, and reporting.
Review and guide the work of Analysts and Associates.
Apply risk management, internal controls, compliance requirements, and relevant policies and procedures in day-to-day work.
Support improved efficiency and effectiveness and maintain awareness of the firm’s products and services.