Associate, Corporate Advisory

BMO Harris Bank; Chicago (IL); On-site; USD 69,000 - 127,800; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

The Hispanic Alliance for Career Enhancement in Chicago is seeking an Associate for the Corporate Advisory team. The role involves financial modeling, deal support, and client advisory responsibilities.

Candidates should hold an undergraduate degree in finance or a related field, with 2-4 years of experience in investment banking or related sectors. Salary for this position ranges from $69,000 to $127,800, along with various benefits including health insurance and tuition reimbursement.

Qualifications

• 2-4 years of experience in investment banking, management consulting, commercial banking or similar field.
• Knowledge of capital markets and investment banking products.

Responsibilities

• Provide advanced financial modeling and deal execution support.
• Design and manage valuation models for M&A transactions.
• Support ongoing advisory relationships with clients.

Skills

Quantitative analytics

Financial modeling

Valuation analysis

Communication skills

Microsoft Excel

Microsoft PowerPoint

Interpersonal skills

Education

Undergraduate degree in finance, economics, accounting or related field

Job description

Associate, Corporate Advisory – Chicago

The BMO Corporate Advisory team advises commercial banking clients and prospects on buy‑side M&A and other corporate finance engagements. The team is comprised of former investment banking, private equity, management consulting, corporate development, and commercial banking professionals. The Associate will be responsible for providing advanced financial modeling and deal execution support for buy‑side M&A and other corporate finance advisory opportunities, and for developing customized analytics and presentations to support the execution of assignments within the commercial bank.

Financial Modeling and Analysis

• Design and manage valuation models including DCF, LBO, comparable companies analysis, precedent transactions analysis, and merger models for live and contemplated M&A transactions.
• Build free cash flow models for evaluating new credit opportunities and capital structure alternatives.
• Work with the team to recommend appropriate capital structure and market‑based financing terms in corporate finance situations.

Client Support

• Support ongoing advisory relationships with clients and update existing financial models and presentation materials as needed.
• Build new presentation materials for buy‑side M&A and other corporate finance advisory engagements.
• Participate in presentations of BMO materials, both internally and externally to clients and prospects.

Job Qualifications

• An undergraduate degree in finance, economics, accounting, or direct work experience in a related field.
• 2–4 years of experience in investment banking, management consulting, commercial banking, or a similar field.
• Knowledge of capital markets and investment banking products (including mergers & acquisitions, recapitalizations, capital structure, valuation techniques, and private equity markets).

Desired Skills

• Highly proficient in quantitative analytics, financial modeling, and valuation analysis.
• Excellent written and oral communication skills.
• Expertise in Microsoft Excel and PowerPoint.
• Strong interpersonal skills within a demanding team environment and in interactions directly with clients.
• Excellent capability to operate independently and proactively service multiple clients.

Salary

$69,000.00 – $127,800.00 (salaried)

BMO Financial Group's total compensation package may include performance‑based incentives, discretionary bonuses, and other perks. Additional benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law, and we provide reasonable accommodations to individuals with disabilities.