Managing Director, Investment Banking

Bank of Montreal•New York, NY

About The Position

The Managing 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 wins new business, builds and maintains senior client relationships, oversees deal origination, and leads complex transactions and client pitches. It identifies opportunities to cross-sell products across the bank and provides strategic financial advice and solutions to clients. The position serves as a senior specialist and enterprise-wide leader, guiding deal teams and team members, influencing stakeholders across the firm, and advising senior leaders on business decisions and strategic initiatives. It develops financial models and analyses, monitors industry and regulatory changes, and balances client needs with the bank’s risk appetite. The role also promotes operational effectiveness, ensures compliance with policies and applicable requirements, and contributes to industry working groups. BMO lists a base salary of $350,000 USD. The role is salaried; total compensation may vary and may include performance-based incentives, discretionary bonuses, and other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Requirements

Typically 9 or more years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
At least 10 years of relevant investment banking experience, including negotiating and structuring financial transactions.
Experience developing business in a corporate lending environment.
Undergraduate degree in finance, economics, or accounting preferred, with high academic achievement.
CFA, MBA, or equivalent experience in financial services, accounting, or legal fields.
Excellent knowledge of the bank’s products and services.
Expert knowledge in one or more areas, recognized by clients and peers.
Significant experience in management, change management, and leadership.
Expertise in financial computer applications and database management tools.
Expert verbal and written communication, analytical and problem-solving, influence, collaboration, and data-driven decision-making skills.
Ability to manage ambiguity.
Extensive industry knowledge and technical leadership, with a reputation as a thought leader for innovation.

Nice To Haves

Relevant business services sector experience is highly desired.

Responsibilities

Generate business from new clients and develop new client relationships.
Generate significant revenue over time and identify opportunities to cross-sell products from across the bank.
Oversee deal origination and lead deal teams in pitches and complex transaction negotiations.
Create client pitch books, lead client presentations, and provide financial solutions and advice.
Develop and maintain strong relationships with client decision makers and act as a trusted client advocate.
Monitor clients, industries, and regulatory agencies for changes affecting client portfolios and business needs.
Collaborate with sector coverage partners and specialists to identify client solutions, pursue sector marketing, and complete deals.
Advise senior leaders on business decisions and strategic initiatives; recommend business priorities and resource requirements.
Manage resources and lead strategic initiatives to deliver business and financial goals.
Influence internal stakeholders and coordinate across the firm to deliver client solutions and align stakeholders.
Create and update financial models and analyses to assess client portfolios, anticipate needs, and support strategic recommendations.
Analyze industry compilations and produce or lead technical and financial reports and analyses.
Develop communication plans, tailored messaging, and appropriate distribution channels to influence or change behavior.
Evaluate transaction risks and risk-return trade-offs, balance the bank’s risk appetite with client needs, and take accountability for risks assumed.
Ensure compliance with bank policies and guidelines; initiate policy amendments or new guidelines when appropriate.
Ensure systems, reporting, and controls are sufficiently robust and risk management and compliance reports are current, accurate, and relevant.
Identify issues, gaps, and process improvements; integrate information from multiple sources to improve efficiency, analysis, and reporting.
Review and guide team members’ work and promote teamwork and cross-group collaboration.
Represent the bank and demonstrate leadership through participation in industry working groups.
Apply the bank’s Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, approved risk appetite, policies, laws, and regulations.
Undertake broader work or accountabilities as assigned.