Deal-Savvy Investment Banking Associate

Financeroles; 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

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group in New York seeks a senior finance professional to join its Capital Markets Sales & Service group. You will lead deal execution, build complex financial models, and advise clients on cross-sell opportunities across portfolios.

The role emphasizes capital markets knowledge, rigorous analytics, and collaboration across internal and external stakeholders to deliver strategic recommendations.

Qualifications

• Typically 4–6 years of relevant experience with a related degree.
• Undergraduate degree in finance, economics, or accounting; MBA preferred.
• Strong foundation in capital markets and investment banking products.

Responsibilities

• Participates in deal teams to develop, present, and win mandates for new opportunities.
• Creates pitch books for clients and presents financial solutions.
• Monitors client portfolios for regulatory or market changes.
• Directly manages a portfolio of private and middle market companies.
• Reviews and monitors performance of existing accounts and client relationships.
• Builds financial models to analyze client portfolios and anticipate needs.
• Delivers analyses to support strategic recommendations to clients.
• Ensures risk, controls and compliance in day-to-day activities.

Skills

Financial modeling

Credit analysis

Quantitative analytics

Deal execution

Team collaboration

Communication skills

Data-driven decisions

Education

MBA preferred

Undergraduate in finance/economics/accounting

Tools

Excel

Financial databases

Financial modeling tools

Job description

BMO Financial Group in New York seeks a senior finance professional to join its Capital Markets Sales & Service group. You will lead deal execution, build complex financial models, and advise clients on cross-sell opportunities across portfolios.

The role emphasizes capital markets knowledge, rigorous analytics, and collaboration across internal and external stakeholders to deliver strategic recommendations.