Associate, Industrials Investment Banking

bmo; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

BMO Capital Markets is a leading, full-service financial services provider offering corporate and investment banking, treasury management, research and advisory services. This role contributes to deal teams, builds client-focused solutions, and delivers financial analyses for private and middle-market clients in the United States.

The position is based in New York and focuses on capital markets sales and service.

Qualifications

• 4–6 years of relevant experience with post-secondary degree or equivalent
• Undergraduate degree with coursework in finance, economics, or accounting and strong academic achievement; MBA desired
• 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
• Strong deal/transaction execution and project management skills
• Exceptional quantitative analytics and reporting skills
• Proficiency in financial computer applications and database management

Responsibilities

• Participates in deal teams to develop, present, and win mandates for new opportunities.
• Creates pitch books for clients and participates in presentations.
• Monitors client, industry and regulatory changes affecting client portfolios.
• Identifies opportunities to diversify client portfolios and cross-sell.
• Manages a diverse client portfolio with increasing responsibility.
• Performs due diligence and financial analysis to support client deliverables.
• Develops and updates financial models for strategic recommendations.
• Ensures compliance with risk management and internal controls.

Skills

Financial modeling

Credit analysis

Quantitative analytics

Analytical skills

Verbal and written communication

Collaboration

Data-driven decisions

Deal execution

Education

Undergraduate degree in finance/economics/accounting

MBA degree

Tools

Financial software

Job description

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

• Participates in deal teams to develop, present, and win mandates for new opportunities.
• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Monitors client, client industry, and regulatory agencies for potential 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 continually monitors performance of existing accounts and client relationships.
• Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
• Identifies opportunities to diversify client portfolios.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Creates financial models to analyze client portfolios and anticipate client needs.
• Uses financial analysis to proactively identify opportunities to cross-sell.
• Generates updated financial models / analyses as dictated by business needs and industry requirements.
• Analyzes/ assesses industry compilations.
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement and/or relevant MBA degree.
• 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 the 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 skills.
• Expertise in financial computer applications and database management tools.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Pay Type:

Salaried

Salary :

Please note the base salary for this role is USD $175,000.00 - $225,000 depending on the level and experience