Vice President, Investment Banking (Energy, Acquisitions & Divestitures), BMO Capital Markets

BMO; Calgary; On-site; CAD 206,000 - 238,000; Full time

Job summary

A leading investment banking firm in Calgary is seeking a Vice President, Investment Banking, A&D to lead financial and technical analyses for divestitures and acquisitions. The ideal candidate will have 6-10 years of investment banking experience, preferably in the energy sector. Responsibilities include conducting due diligence, managing client relationships, and mentoring junior analysts. The position offers a competitive salary of $150,000 USD and comprehensive benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 6 - 10 years of relevant experience and a post-secondary degree in a related field.
• Direct investment banking experience in A&D and client coverage.
• Broad understanding of the North American upstream energy landscape.

Responsibilities

• Lead financial and technical analysis for divestiture, acquisition, and merger mandates.
• Execute technical evaluations and economic performance analyses.
• Conduct due diligence and collaborate with sector partners.

Skills

Investment banking experience

Technical analysis

Client relationship management

Financial modeling

Project management

Education

Undergraduate degree in engineering or geoscience

MBA or CFA

Tools

Microsoft Excel

Val Nav software

Power Point

Analytics packages (Enverus, Spotfire)

Python programming

Job description

Overview

Reporting to the Managing Director and Head, A&D Advisory, within the BMO Capital Markets Investment Banking Energy Group, the Vice President, Investment Banking, A&D role is responsible for completing, coordinating, and leading detailed financial and technical analysis including the integration of engineering, geological and financial information, and will work on a blend of divestiture, acquisition, and merger mandates. The ideal candidate acknowledges the hybrid nature of energy banking, combining both financial and technical elements of the industry.

Responsibilities

• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Leadership role in the execution and completion of technical evaluations, economic performance analysis, reservoir and asset descriptions, upside identification and other interpretation related outputs.
• Comfort in a high velocity environment with significant business development and project execution responsibilities.
• Leadership role in coverage material design and marketing document design (teasers, management presentations, etc.).
• Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
• Opportunity to grow to manage a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
• 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 analytically driven pitch material.
• Maintains key ongoing coverage contact with clients and sector stakeholders.
• Identifies and leverages key decision makers and influencers in client / internal organizations and is comfortable developing client relationships to deliver the advantages of the firm as a single organization.
• Acts as a positive change agent to drive improved efficiency and effectiveness.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Assists in the development of strategic plans and supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works with investment banking coverage team as needed to support successful deal completion.
• Creates and diagnoses financial models to analyze opportunities as dictated by business needs.
• Applies appropriate technical concepts and leads consistent and reliable technical and financial analysis to support client deliverables.
• Understands the complexity of transactions and related risks (credit, market, operational, legal / compliance, etc.).
• Balances the Bank's risk appetite with client needs when making recommendations / proposals.
• Identifies opportunities to find more cost-effective ways to drive profitability.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and / or streamlined reporting.
• Mentors, reviews and guides work of Analysts and Associates.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Works independently and has an adaptability to handle non-routine situations.

Qualifications

• Typically between 6 - 10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Undergraduate degree required; focal areas of engineering strongly preferred (with consideration given to geoscience related degrees) with high academic achievement.
• Direct investment banking relevant experience in A&D, client coverage, negotiating and structuring financial transactions is viewed as a differentiator for this role.
• MBA, CFA or equivalent is also recognized.
• Relevant energy sector experience and business development understanding will be a precursor for success.
• Advanced deal execution and / or project management skills - ability to manage more than one client / major initiative.
• Direct experience in exploiting and evaluating resource oil and gas plays or experience in heavy oil / thermal operations.
• Broad understanding and fluency in the greater North American upstream energy landscape is required to succeed in an energy investment banking environment.
• In-depth reservoir technical experience and the ability to apply economic evaluation principles including production performance and decline analysis, type curve and inventory analysis, understanding key cost and economic drivers leading to full scale development planning and play commercialization concepts.
• Significant experience with reserves software (preferably Val Nav, but others considered an asset).
• Advanced experience with Microsoft Excel and Power Point and significant experience in building complex financial models.
• Skills or familiarity in creating sector specific statistical analysis using analytics packages such as Enverus, Spotfire, etc.
• Programming experience supporting automation and data analytics applicable to the energy industry is considered a strong asset, including languages such as Python, R, or Microsoft VBA.
• Experience with automated play forecasting, auto-decline algorithms, and the application of data science into reservoir engineering workflows will be differentiating, with potential growth into leadership roles within the team in both engineering and data science.
• Ability to demonstrate strong market knowledge to enable comprehensive coverage of clients and development of new solutions.
• Strong soft skills in verbal and written communication, teamwork, data-driven decision making and public presenting.

Salary and Benefits

Base Salary: 150,000 USD; Salary: Salaried; Pay Type: Salaried. The above represents BMO Financial Group’s pay range and type. Salaries vary based on location, skills, experience, education, and qualifications; may include a commission structure. Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details, remove any site-specific tracking or navigation elements from the description.