Associate Investment Banking

BMO Financial Group; Toronto; On-site; CAD 135,000; Full time

Job summary

A leading financial institution in Toronto is seeking an experienced financial analyst to manage a diverse portfolio and drive client relationships. The ideal candidate has 4-6 years of relevant experience, strong skills in financial modeling, and a solid understanding of capital markets. You'll play a critical role in deal execution and collaborate with internal and external stakeholders. Join a dynamic team and contribute to innovative financial solutions.

Qualifications

• Typically 4-6 years of relevant experience and post-secondary degree or equivalent.
• 3+ years of investment banking or valuation experience at a financial analyst level.
• Demonstrates solid deal/transaction execution and/or project management skills.

Responsibilities

• Develops and presents deals for new client opportunities.
• Creates financial models and analyzes client portfolios.
• Manages a diverse portfolio of private and middle market companies.

Skills

Investment banking knowledge

Quantitative analytics

Financial modeling

Credit analysis

Communication skills

Project management

Problem-solving

Education

Undergraduate degree in finance, economics, or accounting

MBA degree preferred

Tools

Financial computer applications

Database management tools

Job description

Responsibilities

Combines deep industry sector expertise and innovative thinking to deliver solutions across Capital Markets platform.

• Participates in deal teams to develop, present, and win mandates for new opportunities.
• Creates pitch books and participates in client presentations.
• Monitors client industry and regulatory changes that may affect client portfolio and business needs.
• Initiates contact with partners for new client sales.
• Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Reviews and monitors performance of existing accounts and client relationships.
• Conducts due diligence (client visits, business model analysis, industry trends and regulations).
• Identifies opportunities to diversify client portfolios and increase efficiency.
• Provides analytical findings to deal teams.
• Supports execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders and ensures alignment.
• Creates financial models to analyze client portfolios and anticipate client needs; uses analysis to identify cross‑sell opportunities; generates updated financial models as dictated by business needs and industry requirements.
• Analyzes industry compilations and applies technical concepts to deliver reliable financial reports.
• Understands transaction complexity and related risks (credit, market, operational, legal/compliance).
• Provides feedback on continuous improvement opportunities and integrates information for efficient processes.
• Provides direction and feedback to Analysts; mentors Analysts.
• Delivers financial modeling to support strategic recommendations.
• Considers risk, internal controls and compliance and adheres to policies.
• Works independently on complex tasks and may have broader responsibilities.

Qualifications

• Typically 4-6 years of relevant experience and post‑secondary degree or equivalent.
• Undergraduate degree with coursework in finance, economics, or accounting and outstanding academic achievement.
• MBA degree preferred.
• 3+ years of investment banking or valuation experience at a financial analyst level.
• Knowledge of capital markets, investment banking products and applicable regulations.
• Credit analysis experience/understanding.
• Good knowledge of organizational portfolio management policies and objectives.
• Demonstrates solid deal/transaction execution and/or project management skills.
• Exceptional skills in quantitative analytics, financial modeling and credit analysis.
• Expertise in financial computer applications and database management tools.
• Technical proficiency gained through education and/or business experience.
• Excellent verbal & written communication skills.
• Strong collaboration, team, analytical, problem‑solving, influence and data‑driven decision‑making skills.

Compensation

Base Salary: $135,000. Salaries vary based on location, skills, experience, education, and qualifications. This position is salaried with potential commission structure.