Vice President, Investment Banking

BMO•New York, NY

1d•$275,000

About The Position

The Vice President, Investment Banking provides industry-sector expertise, innovative thinking, and execution across a full suite of products through an integrated Capital Markets platform. The role develops client-focused solutions, manages a portfolio of private and middle-market companies, supports deal execution, and works with clients and internal partners to identify business opportunities and deliver financial recommendations. The position conducts client and industry due diligence, monitors account performance and relevant market and regulatory developments, develops and presents pitches, and prepares financial models and analyses. It supports transaction structuring, pricing, credit concurrence, strategic planning, and successful deal completion while balancing client needs with the Bank’s risk appetite and applicable policies and regulations. The role also reviews and guides Analysts’ and Associates’ work and supports process efficiency, profitability, and strategic initiatives. This position requires a related post-secondary degree or equivalent education and experience, an undergraduate degree (with finance, economics, or accounting preferred), and at least six years of relevant investment banking experience, including negotiating and structuring financial transactions. Relevant business-services sector experience is highly desired. The role is based at 151 W 42nd Street. The stated base salary is $275,000 USD; compensation may vary based on factors including location, skills, experience, education, and qualifications.

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 is preferred, with high academic achievement.
Minimum of 6 years of relevant investment banking experience, including negotiating and structuring financial transactions.
Some experience in a corporate lending environment developing business.
Good 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 service clients comprehensively and develop new solutions.
Expertise in financial computer applications and database management tools.
Deep knowledge and technical proficiency gained through extensive education and business experience.
In-depth verbal and written communication skills.
In-depth collaboration and team skills.
In-depth analytical and problem-solving skills.
In-depth influence skills.
In-depth data-driven decision-making skills.
Ability to exercise judgment, identify and diagnose problems, and work independently on non-routine situations.

Nice To Haves

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

Responsibilities

Generate creative, client-focused solutions for prospective and current clients through the Capital Markets platform.
Serve as a key member of deal teams, maximizing sector penetration and returns.
Develop cross-selling initiatives and initiate contact with partners to generate new client sales.
Create and present pitch books and oversee the delivery of timely, creative pitches.
Manage a diverse portfolio of private and middle-market companies, with increasing client responsibility.
Review and monitor account performance and client relationships; maintain ongoing coverage contact with clients and sector managers.
Conduct due diligence, including client visits, analysis of business models, and review of industry trends and regulations.
Identify client needs and provide recommendations in collaboration with sector coverage partners and specialists.
Support credit concurrence and pricing efforts as a client advocate.
Develop positive client relationships and identify key decision makers and influencers within client and internal organizations.
Assist in developing strategic plans and support strategic initiatives with internal and external stakeholders.
Coordinate stakeholders and work with specialists to support successful deal completion.
Create, update, and deliver financial models and analyses to evaluate client portfolios, anticipate needs, and support strategic recommendations.
Use financial analysis to identify cross-selling opportunities and analyze industry compilations.
Prepare or lead technical and financial reports and analyses supporting client deliverables.
Assess transaction complexity and risks, and balance the Bank’s risk appetite with client needs when making recommendations.
Identify cost-effective approaches that improve profitability, efficiency, and effectiveness.
Integrate information from multiple sources to improve processes, analysis, and reporting.
Review and guide the work of Analysts and Associates.
Consider risk, internal controls, and compliance in day-to-day work and follow applicable policies, laws, and regulations.
Maintain awareness of the firm’s products and services and facilitate ongoing updates.
Take measured, risk-informed decisions in accordance with the Risk Management Framework, Risk Culture, approved Risk Appetite, business strategy, and applicable requirements.