Vice President, Financial Institutions Group (FIG) Investment Banking

BMO (Bank of Montreal) • New York, NY

46d • $250,000

About The Position

BMO's Financial Institutions Group (FIG) is hiring a Vice President to join its P&C Investment Banking team in New York. You will provide a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

Requirements

• The ideal candidate will have a minimum of 4 years of experience across investment banking, corporate development, and/or actuarial consulting roles (exposure to, and/or a strong interest in, insurance is preferred)
• Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required
• Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
• Detail oriented with strong analytical abilities
• Deep, sophisticated understanding of accounting and finance
• Excellent mathematical, written/verbal communication, and computer skills
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Sound and professional judgement
• SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment

Nice To Haves

• MBA degree preferred but not required
• The ideal candidate will have a minimum of 4 years of experience across investment banking, corporate development, and/or actuarial consulting roles (exposure to, and/or a strong interest in, insurance is preferred)

Responsibilities

• Participates in deal teams to develop, present, and win mandates for new opportunities
• Builds effective relationships with internal/external stakeholders
• Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
• Reviews and continually monitors performance of existing accounts and client relationships
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Provides direction and feedback to Analysts; accountable for developing, reviewing work, and mentoring of Analysts
• Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
• Creates pitch books for clients with respect to financial solutions and participates in client presentations
• Generates updated financial models / analyses as dictated by business needs and industry requirements
• Delivers financial modeling to support strategic recommendations to clients
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
• Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)
• Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.)
• Balances the Bank's risk appetite with client needs when making recommendations / proposals

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 5,001-10,000 employees