Vice President, Investment Banking

Bank of Montreal • New York, NY

1d

About The Position

Provides deep industry sector expertise, innovative thinking, and execution across a full suite of products through an integrated Capital Markets platform. Collaborates with teams to develop creative, client-focused solutions and serves as a key deal-team member, working to increase sector penetration, client rankings, and returns. Manages a diverse portfolio of private and middle-market companies, with increasing client responsibility, and supports clients through financial analysis, transaction execution, and ongoing coverage.

The role develops and presents pitches, conducts due diligence, monitors client and industry developments, and identifies opportunities to meet client needs and cross-sell products. It also prepares financial models and analyses, supports strategic initiatives, and works with internal and external stakeholders and specialists to complete transactions. The position reviews and guides Analysts’ and Associates’ work and applies the bank’s risk-management framework, policies, and applicable laws and regulations in day-to-day decisions.

Requirements

• Typically 5–7 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• Undergraduate degree; finance, economics, or accounting focus and high academic achievement are preferred in the qualifications description.
• At least 6 years of relevant experience in investment banking, including negotiating and structuring financial transactions.
• Some experience in a corporate lending environment developing business.
• Knowledge of organizational portfolio management policies and objectives.
• Advanced deal execution and/or project management skills, including the ability to manage multiple clients or major initiatives.
• Strong market knowledge to comprehensively service clients and develop new solutions.
• Expertise in financial computer applications and database management tools.
• Deep technical knowledge gained through education and business experience.
• In-depth verbal and written communication skills.
• In-depth collaboration and teamwork skills.
• In-depth analytical and problem-solving skills.
• In-depth influence skills.
• In-depth data-driven decision-making skills.
• Ability to work independently and handle non-routine situations.
• Ability to consider risk, internal controls, and compliance and follow applicable policies, procedures, laws, and regulations.

Nice To Haves

• Relevant business services sector experience is highly desired.
• MBA, CFA, or equivalent experience in financial services, accounting, or legal fields.

Responsibilities

• Collaborate with deal teams and sector coverage partners to develop client-focused financial solutions and increase sector penetration and returns.
• Create pitch books and deliver or oversee pitches to prospective and current clients.
• Manage and develop relationships with a diverse portfolio of private and middle-market companies, increasing client responsibility over time.
• Monitor client, industry, and regulatory developments that may affect client portfolios and business needs.
• Initiate contact with partners to generate new client sales and identify cross-selling opportunities.
• Review and monitor account and client relationship performance.
• Conduct due diligence, including client visits, business-model analysis, and reviews of industry trends and regulations.
• Identify client needs and recommend relevant ideas and solutions in collaboration with sector coverage partners.
• Support credit concurrence and pricing efforts while advocating for clients.
• Maintain ongoing coverage contact with clients and sector managers, and build relationships through a comprehensive understanding of client needs.
• Identify decision makers and influencers across client and internal organizations.
• Assist in developing strategic plans and execute strategic initiatives with internal and external stakeholders.
• Coordinate with specialists and stakeholders to support successful deal completion and ensure alignment.
• Create and update financial models and analyses to assess client portfolios, anticipate needs, and support strategic recommendations.
• Analyze industry compilations and prepare or lead technical and financial reports and analyses for client deliverables.
• Assess transaction complexity and related credit, market, operational, legal, and compliance risks; balance the bank’s risk appetite with client needs.
• Identify cost-effective approaches that improve profitability and integrate information from multiple sources to improve processes, analysis, and reporting.
• Review and guide Analysts’ and Associates’ work to deliver business results.
• Consider risk, internal controls, and compliance in daily work and follow policies and procedures.
• Apply the bank’s Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, approved risk appetite, policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• The company describes training and coaching, manager support, and network-building opportunities.

What This Job Offers

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