Investment Banking Associate - Critical Minerals and Metals

BMO Harris Bank; Miami Beach (FL); Sur place; USD 175 000 - 200 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Résumé du poste

BMO Harris Bank in Miami is seeking a seasoned investment banking professional to help build a new metals and minerals platform. You will model client portfolios, lead financial analyses, and work with global teams to craft bespoke capital solutions for high‑impact clients.

The role emphasizes deal execution, client relationship building, and strategic advisory across M&A, equity and debt offerings with regular domestic and international travel. Join a growth‑minded team in a premier platform.

Qualifications

• 4–6 years of relevant finance experience and post-secondary degree.
• Undergraduate degree with coursework in finance, economics, or accounting.
• MBA degree preferred.
• 3+ years of investment banking or valuation experience at analyst level.
• Knowledge of capital markets and applicable regulations.
• Credit analysis experience.
• Solid deal execution and project management skills.
• Strong quantitative analytics, financial modeling and credit analysis.

Responsabilités

• Participates in deal teams to develop, present, and win mandates.
• Creates pitch books for clients and presents financial solutions.
• Builds financial models to analyze client portfolios.
• Identifies cross-sell opportunities and diversifies client portfolios.
• Reviews accounts and conducts due diligence on industry trends.
• Coordinates with internal/external stakeholders to execute strategies.
• Mentors Analysts and delivers feedback on performance.
• Monitors industry trends and regulatory developments.

Connaissances

Analytical skills

Financial modeling

Credit analysis

Quantitative analytics

Verbal communication

Written communication

Team collaboration

Influence skills

Data-driven decisions

Formation

Bachelor's degree in finance, economics, or accounting

MBA degree

Description du poste

Job Details

Address: 1000 5th Street

Job Family Group: Capital Mrkts Sales & Service

Global Critical Minerals and Metals supply chains are emerging as a core chokepoint for the future of the global economy, in particular as it relates to the future of energy and electrification, the physical deployment of AI data centers, robotics, and space. These projects face complex geopolitical dynamics, stringent customer qualification requirements, and evolving project and technological timelines that make crowding together the right financing plans an entirely bespoke service.

For decades, BMO Capital Markets has been home to the largest Metals and Mining Investment Banking group by both transaction count and volume. That same group is now expanding into Miami to create a dedicated center of excellence related to Critical Minerals and Metals. This group will lead the bank's engagement with critical minerals and metals project owners, governments, investors and seek to activate the full breadth of BMO Financial Group in delivering solutions for clients. It will do so in close coordination with the Bank's existing offices in New York, Toronto, London, Vancouver, Perth and Melbourne.

Interested applicants should have a strong interest in the intersection of the physical and digital economies. Backgrounds in critical minerals or metals supply chains, geology, mining engineering, finance and public policy are all welcome. The Group is looking for applicants who are interested to be a part of building a new office and platform that can form the basis for their own long-term careers in finance. The business has a strong global pipeline, with a particular focus on M&A advisory and bespoke equity and debt capital raising.

Qualified applicants will have an opportunity to meet with members of the global team. The role is based in Miami and there is an expectation of regular domestic and international travel and daily engagement with the firm's global offices. Training and orientation will be provided for 4-8 weeks in Toronto. Positive attitude and entrepreneurial spirit are pre-requisite. This is a rare opportunity to build a career in Investment Banking in South Florida at an elite platform as it relates to the Metals & Mining sector. We expect a high volume of applicants and intend to move quickly to establish the business.

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.
• 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.
• 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.

Salary

The salary range for this role is $175,000 up to $200,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

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

Benefits

• health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• performance-based incentives, discretionary bonuses, as well as other perks and 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.