Investment Banking Associate - Critical Minerals and Metals

bmo; Miami Beach (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

BMO Capital Markets in Miami is expanding its dedicated center for Critical Minerals and Metals, bringing together experts to serve project owners, governments, and investors. The team will leverage global offices and expertise to deliver bespoke capital markets solutions in a fast-evolving space.

Qualified applicants should be excited by the intersection of physical and digital economies, with backgrounds in minerals, geology, finance or public policy.

Qualifications

• Experience in investment banking or related capital markets roles.
• Ability to develop and present financial solutions for clients.
• Strong analytical and modeling capabilities.

Responsibilities

• Provide sector expertise and client-focused solutions across a capital markets platform.
• Participate in deal teams to develop, present, and win mandates for new opportunities.
• Create pitch books and present financial solutions to clients.
• Monitor client portfolios and regulatory developments affecting needs.
• Directly manage a diverse portfolio with increasing client responsibility.
• Conduct due diligence and analyze industry trends and regulations.
• Build financial models to analyze portfolios and anticipate client needs.
• Support strategic initiatives and foster stakeholder collaboration.

Skills

Financial modeling

Financial analysis

Deal execution

Client relationship management

Due diligence

Job description

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.

Responsibilities

• 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 p