Vice President, Investment Banking

BMO•New York, NY

2d•Onsite

About The Position

Seeking a highly motivated, experienced Investment Banking Vice President to join BMO’s Healthcare Investment Banking Coverage team in New York. This role provides 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. The Vice President will collaborate to generate creative, client-focused solutions to prospective and current clients, and operate as a key member of the deal team with efforts to maximize sector penetration and returns. Responsibilities include creating pitch books for clients with respect to financial solutions and participating in their presentation to clients, monitoring client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs, and reviewing and continually monitoring performance of existing accounts and client relationships. The role also involves conducting due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations), understanding client needs and providing relevant ideas and opinions to generate recommendations, and collaborating with sector coverage partners for clients and prospects to identify/deliver creative, timely solutions. The Vice President will provide deal expertise and prepare/oversee delivery of creative and timely “pitches”, maintain key ongoing coverage contact with clients and sector managers, and build positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services. Additionally, the role involves acting as a positive change agent to drive improved efficiency and effectiveness, assisting in the development of strategic plans, supporting the execution of strategic initiatives in collaboration with internal and external stakeholders, and working with specialists as needed to support successful deal completion. The Vice President will create and update financial models/analyses to support strategic recommendations to clients, apply appropriate technical concepts and complete/lead consistent and reliable technical and financial reports/analyses to support client deliverables, and understand the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.). The role requires integrating information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting, reviewing and guiding the work of Analysts and Associates to deliver business results, and considering risk, internal controls and compliance as part of day-to-day accountabilities and adhering to policies and procedures. The Vice President will provide specialized consulting, analytical and technical support, work independently and exercise judgment to identify, diagnose, and solve problems within given rules, and provide direction and feedback to Analysts and Associates, being accountable for their development and mentoring. Broader work or accountabilities may be assigned as needed.

Requirements

Typically, between 5 - 7 years of relevant experience in Healthcare Investment Banking
Life sciences sector experience is required
Undergraduate and/or advanced degree in life sciences areas are highly desirable
Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
Demonstrates strong biopharma market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
Expertise in financial computer applications and database management tools.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem-solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Nice To Haves

Undergraduate and/or advanced degree in life sciences areas are highly desirable

Responsibilities

Provides 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.
Collaborates to generate creative, client-focused solutions to prospective and current clients.
Operates as key member of the deal team with efforts to maximize sector penetration and returns.
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Reviews and continually monitors performance of existing accounts and client relationships.
Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
Understands client needs and provides relevant ideas and opinions to generate recommendations.
Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions.
Provides deal expertise and prepares/oversees delivery of creative and timely “pitches”.
Maintains key ongoing coverage contact with clients and sector managers.
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
Acts as a positive change agent to drive improved efficiency and effectiveness.
Assists in the development of strategic plans.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Works with specialists as needed to support successful deal completion.
Creates and updates financial models/ analyses 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 risks (credit, market, operational, legal/compliance, etc.).
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Reviews and guides work of Analysts and Associates to deliver business results.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Provides specialized consulting, analytical and technical support.
Works independently and exercises judgment to identify, diagnose, and solve problems within given rules.
Provides direction and feedback to Analysts and Associates; accountable for development and mentoring of Analysts and Associates
Broader work or accountabilities may be assigned as needed.