Capital Markets Associate: Client Deals & Modeling

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in New York seeks a Capital Markets Sales & Service professional to manage a diverse client portfolio, develop and present mandates, and build financial models supporting strategic recommendations.

You will join deal teams, monitor client portfolios, perform due diligence, and identify cross-sell opportunities while maintaining robust risk controls and regulatory compliance.

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.
• MBA degree preferred.
• 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.
• Expertise in financial computer applications and database management tools.
• 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.

Responsibilities

• 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.

Skills

Analytical skills

Verbal and written communication

Collaboration and teamwork

Data-driven decision making

Deal/transaction execution

Education

MBA preferred

Undergraduate degree in finance/economics/accounting

Job description

BMO Financial Group in New York seeks a Capital Markets Sales & Service professional to manage a diverse client portfolio, develop and present mandates, and build financial models supporting strategic recommendations.

You will join deal teams, monitor client portfolios, perform due diligence, and identify cross-sell opportunities while maintaining robust risk controls and regulatory compliance.