Vice President, Investment Banking

Bank of Montreal • New York, NY

22h • Hybrid

About The Position

BMO Capital Markets Corp. is seeking a Vice President, Investment Banking to execute mergers and acquisitions transactions, oversee junior bankers, and serve as deal captain throughout the transaction lifecycle. The role is a primary point of contact for clients and supports senior leadership in sourcing new M&A opportunities. It creates and presents pitch books outlining financial solutions, monitors clients, industries, and regulatory developments that may affect financial performance, and manages relationships with public, private, and middle-market companies, with increasing client responsibility over time.

The position reviews and monitors existing accounts and client relationships, conducts due diligence through client visits and analysis of business models, industry trends, and regulations, and collaborates with sector coverage partners to deliver timely solutions. It also contributes to strategic plans and initiatives with internal and external stakeholders, builds financial models to analyze transactions and anticipate client needs, and uses financial analysis to identify opportunities proactively. The position is hybrid, with one day remote, and is based in New York, NY.

Requirements

• Master’s degree in Finance, Economics, Accounting, or a related field, or a foreign equivalent, and at least three years of experience as an Investment Banker or in a related occupation supporting M&A transaction execution; alternatively, a bachelor’s degree in one of these fields or a related field, or a foreign equivalent, and at least five years of such experience.
• Experience conducting in-depth financial modeling for clients for M&A advisory.
• Experience advising on financial transactions for public companies.
• Experience constructing financial models for large, complex organizations and business units.
• Experience coordinating day-to-day work produced by peers in an M&A group and verifying information accuracy.
• Experience creating detailed client presentations regarding potential M&A activity, focusing on pro forma financials of combined businesses.
• Experience preparing external client boards and management teams for investor meetings.
• Experience building detailed discounted cash flow buyout models for business segments and overall businesses to analyze valuation.
• Experience creating bid continuums and merger models to provide pro forma financials to stakeholders.

Responsibilities

• Execute M&A transactions, oversee a team of junior bankers, and serve as deal captain throughout the transaction lifecycle.
• Serve as the primary point of contact for clients and support senior leadership in sourcing new M&A opportunities.
• Create pitch books presenting financial solutions and participate in client presentations.
• Monitor clients, their industries, and regulatory agencies for potential changes affecting financial performance.
• Manage client relationships across public, private, and middle-market companies, progressing toward greater client responsibility.
• Review and continually monitor existing accounts and client relationships.
• Conduct due diligence, including client visits, business-model analysis, and comprehensive reviews of industry trends and related regulations.
• Collaborate with sector coverage partners to identify and deliver creative, timely solutions for clients and prospects.
• Assist in developing strategic plans and support strategic initiatives with internal and external stakeholders.
• Create financial models to analyze proposed transactions and anticipate client needs.
• Use financial analysis to proactively identify opportunities.
• Conduct in-depth financial modeling for M&A advisory and advise on financial transactions for public companies.
• Construct financial models for large, complex organizations and business units.
• Coordinate day-to-day work produced by peers in the M&A group and verify information accuracy.
• Create detailed client presentations on potential M&A activity, focusing on pro forma financials of combined businesses.
• Prepare external client boards and management teams for investor meetings.
• Build detailed discounted cash flow buyout models for individual business segments and overall businesses to analyze valuation.
• Create bid continuums and merger models that provide pro forma financials to stakeholders.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• 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