Investment Banking Vice President — Critical Minerals and Metals

BMO • Miami Beach, FL

1d

About The Position

BMO Capital Markets is expanding its Metals and Mining Investment Banking group into Miami to establish a center of excellence focused on Critical Minerals and Metals. The group will engage with project owners, governments, and investors, drawing on the broader BMO Financial Group and coordinating closely with offices in New York, Toronto, London, Vancouver, Perth, and Melbourne. The business has a strong global pipeline, particularly in M&A advisory and bespoke equity and debt capital raising. The role is based in Miami, includes regular domestic and international travel, and involves daily engagement with global offices. Training and orientation will be provided in Toronto for 4–8 weeks.

The Vice President provides industry expertise and innovative, team-based execution across the Capital Markets product suite. The role develops client-focused solutions, leads and contributes to deal teams, manages client relationships, executes transactions, and supports strategic initiatives. It also includes creating and presenting pitches, conducting financial and industry analysis, developing financial models, managing risk, and guiding Analysts and Associates. The position calls for a positive attitude and entrepreneurial spirit, and offers the opportunity to help build a new office and platform.

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.
• Undergraduate degree; finance, economics, or accounting focus is preferred, with high academic achievement.
• MBA, CFA, or equivalent experience in financial services, accounting, or legal fields.
• At least 6 years of relevant investment banking experience, including negotiating and structuring financial transactions.
• Some experience in a corporate lending environment developing business.
• Strong knowledge of organizational portfolio management policies and objectives.
• Advanced deal execution and/or project management skills, including the ability to manage multiple clients or major initiatives.
• Strong market knowledge to comprehensively serve clients and develop new solutions.
• Expertise in financial computer applications and database management tools.
• Deep technical proficiency gained through education and 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.
• Ability to travel regularly domestically and internationally and engage daily with global offices.

Nice To Haves

• Relevant business services sector experience is highly desired.
• Background or interest in critical minerals or metals supply chains, geology, mining engineering, finance, or public policy.
• Strong interest in the intersection of the physical and digital economies.

Responsibilities

• Provide deep industry sector expertise, innovative thinking, and execution across a full suite of Capital Markets products.
• Collaborate to develop creative, client-focused solutions for prospective and current clients.
• Operate as a key member of deal teams, maximizing sector penetration and returns.
• Develop cross-selling initiatives to increase the firm's ranking with clients.
• Create pitch books and participate in presenting financial solutions to clients.
• Monitor clients, their industries, and regulatory agencies for changes that may affect client portfolios and business needs.
• Initiate contact with partners to generate new client sales.
• Manage a diverse portfolio of private and middle-market companies, with increasing client responsibility over time.
• Review and monitor the performance of accounts and client relationships.
• Conduct due diligence, including client visits, business-model analysis, and reviews of industry trends and regulations.
• Understand client needs and provide ideas and opinions to generate recommendations.
• Collaborate with sector coverage partners to identify and deliver timely solutions for clients and prospects.
• Provide deal expertise and prepare or oversee the delivery of pitches.
• Support credit concurrence and pricing efforts while advocating for clients.
• Maintain ongoing coverage contact with clients and sector managers.
• Build client relations through a comprehensive understanding of client needs and alignment of products and services.
• Identify and leverage key decision makers and influencers within client and internal organizations.
• Drive improvements in efficiency and effectiveness as a positive change agent.
• Maintain awareness of firm products and services and facilitate continuous updates.
• Assist in developing strategic plans and support strategic initiatives with internal and external stakeholders.
• Work with specialists and align stakeholders to support successful deal completion.
• Create and update financial models and analyses to assess client portfolios, anticipate needs, and support strategic recommendations.
• Use financial analysis to identify cross-selling opportunities and assess industry compilations.
• Apply technical concepts and prepare or lead reliable technical and financial reports and analyses for client deliverables.
• Understand transaction complexity and related credit, market, operational, legal, and compliance risks.
• Balance the Bank's risk appetite with client needs when making recommendations and proposals.
• Identify cost-effective approaches that improve profitability.
• Integrate information from multiple sources to improve processes, analysis, and reporting.
• Review and guide the work of Analysts and Associates.
• Consider risk, internal controls, and compliance in day-to-day work and adhere to applicable policies and procedures.
• Apply the Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, approved risk appetite, policies, laws, and regulations.

Benefits

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

What This Job Offers

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