Vice President, Investment Banking

BMO • New York, NY

2d • Hybrid

About The Position

BMO Capital Markets Corp. seeks 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 acts as a primary client contact 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 across public, private, and middle-market companies while taking on increasing client responsibility.

The position reviews existing accounts and client relationships, conducts due diligence through client visits and analysis of business models, and evaluates industry trends and regulations. It collaborates with sector coverage partners to develop timely solutions, helps formulate strategic plans and execute initiatives with internal and external stakeholders, and builds financial models to assess proposed transactions and anticipate client needs. Financial analysis is used to identify opportunities proactively.

Requirements

• A Master’s degree in Finance, Economics, Accounting, or a related field, or foreign equivalent, plus 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 foreign equivalent, plus 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 a Mergers and Acquisitions group to verify information accuracy.
• Experience creating detailed client presentations about 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 individual business segments and overall businesses to provide valuation analytics.
• Experience creating bid continuums and merger models to provide pro forma financials to stakeholders.

Responsibilities

• Execute M&A transactions, oversee junior bankers, and serve as deal captain throughout the transaction lifecycle.
• Act as the primary point of contact for clients and support senior leadership in sourcing new M&A opportunities.
• Create pitch books describing financial solutions and participate in presenting them to clients.
• Monitor clients, their industries, and regulatory agencies for changes that could affect financial performance.
• Manage relationships across public, private, and middle-market companies, progressing toward greater client responsibility.
• Review and continually monitor the performance of existing accounts and client relationships.
• Conduct due diligence, including client visits, business-model analysis, and review 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 execution of 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.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package.

What This Job Offers

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