Tech-Driven Investment Banking Associate

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Senior Analyst/Banker for the New York office. You will participate in deal teams, build pitch books, and present financial solutions to clients across private and middle market segments.

Responsibilities include portfolio reviews, due diligence, and collaboration with stakeholders to optimize client outcomes. MBA is preferred and a strong background in finance, regulation, and markets is essential.

Qualifications

• Typically 4–6 years of relevant experience and post-secondary degree or equivalent.
• MBA preferred for advancement in senior roles.
• Strong financial modelling and credit analysis skills required.

Responsibilities

• Participates in deal teams to develop, present, and win mandates for new opportunities.
• Creates pitch books for clients and presents financial solutions.
• Maintains client portfolios and monitors industry, client, and regulatory changes.
• Builds financial models to analyze client portfolios and anticipate needs.
• Drives cross-sell opportunities and supports strategic initiatives.

Skills

Financial analysis

Financial modeling

Credit analysis

Quantitative analytics

Deal execution

Cross-functional collaboration

Data-driven decisions

Education

MBA degree preferred

Undergraduate degree in finance/economics/accounting

Tools

Excel

Job description

BMO Financial Group is seeking a Senior Analyst/Banker for the New York office. You will participate in deal teams, build pitch books, and present financial solutions to clients across private and middle market segments.

Responsibilities include portfolio reviews, due diligence, and collaboration with stakeholders to optimize client outcomes. MBA is preferred and a strong background in finance, regulation, and markets is essential.