Associate Mergers & Acquisitions, Investment Banking - New York

Bank of Montreal; New York (NY); On-site; USD 175,000 - 200,000; Full time

Job summary

A leading financial institution seeks an Investment Banking Associate for their Mergers & Acquisitions team in New York. The ideal candidate will possess a robust analytical background with strong skills in finance and accounting, alongside effective leadership qualities. This role offers an opportunity to engage with high-profile clients and contribute to significant financial transactions.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 3+ years of relevant experience in investment banking.
• Strong academic record.
• Ability to work in a fast-paced environment.

Responsibilities

• Build advanced financial models to value clients and industries.
• Identify process improvements and propose solutions.
• Research and analyze financial information.

Skills

Analytical skills

Leadership

Detail-oriented

Communication

Problem Solving

Education

Undergraduate degree in Finance, Economics, Business or related field

MBA degree preferred

Job description

Application Deadline:

06/26/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

Associate Mergers & Acquisitions, Investment Banking – New York

• Seeking a highly motivated Investment Banking Associate to join the New York M&A team
• The ideal candidate will have 3+ years of relevant experience/exposure to investment banking
• Education: An undergraduate degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred

Key Qualifications:

• Highly motivated, with a strong work ethic and the ability to thrive in a fast-paced, dynamic environment
• Detail oriented with strong analytical abilities
• Deep, sophisticated understanding of accounting and finance
• Excellent mathematical, writing, verbal and computer skills
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Sound judgement
• Commitment to satisfying internal and external customers

Responsibilities:

• Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics
• Identify improvements to processes and propose solutions to complete tasks more efficiently
• Builds effective relationships with internal/external stakeholders
• Supports deal teams in development, presentation, and winning mandates
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Researches and analyzes company and industry financial and operating information
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts
• Works mostly independently

Compensation

$175,000.00 USD – $200,000.00 USD

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.