Associate, Corporate Advisory

BMO U.S.; Chicago (IL); On-site; USD 69,000 - 127,800; Full time

Job summary

BMO U.S. is seeking an Associate for their Corporate Advisory team in Chicago. This role involves providing advanced financial modeling and deal execution support for buy-side M&A and corporate finance advisory. The ideal candidate should have a strong background in quantitative analytics and experience in investment banking or similar fields.

With a salary range of $69,000 to $127,800, the Associate will be responsible for managing valuation models and enhancing client materials. Strong communication and interpersonal skills are essential as this role involves direct client interaction.

Qualifications

• 2-4 years of experience in investment banking, management consulting, or commercial banking.
• Knowledge of capital markets including mergers & acquisitions and recapitalizations.
• Ability to manage multiple clients independently.

Responsibilities

• Provide advanced financial modeling and support for buy-side M&A transactions.
• Design and manage valuation models for financial analysis.
• Build and update presentation materials for client engagements.

Skills

Quantitative analytics

Financial modeling

Valuation analysis

Excellent communication skills

Interpersonal skills

Education

Undergraduate degree in finance, economics, accounting

Tools

Microsoft Excel

Microsoft PowerPoint

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 and is looking to hire a new Associate.

Job Description

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. The Associate will also develop 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 the presentation of BMO materials, both internally and externally to clients and prospects.

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, but not limited to, 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 computer applications including 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

Pay Type

Salaried

EEO Statement

BMO is proud to be an 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. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to [e-mail] and let us know the nature of your request and your contact information.