Corporate Development Senior Associate

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The Corporate Development Senior Associate supports enterprise strategic initiatives including mergers acquisitions divestitures strategic investments partnerships and new business opportunities. The role provides financial analysis valuation support transaction execution assistance and strategic insights to help evaluate opportunities and inform senior management decision-making. The Senior Associate develops financial models conducts company and industry research supports due diligence and governance processes prepares executive-level materials monitors transaction and initiative performance and stays informed of banking financial services regulatory and M&A market trends.

• Support evaluation and execution of mergers acquisitions divestitures strategic investments alliances and new ventures.
• Assist with target screening opportunity assessment valuation due diligence coordination transaction structuring negotiation approval processes and closing/post-close tracking.
• Lead cross-functional and inter-bank working groups to assess enterprise impacts risks financial implications and integration requirements of proposed transactions.
• Act as a trusted advisor by providing financial and overall transaction expertise in the development and assessment of business strategies and in support of enterprise strategic initiatives.
• Develop leadership committee and Board presentations for strategic discussion decision making and approval regarding M&A and other capital investments or divestitures.
• Conduct detailed company and industry research including analysis of peers potential targets industry transactions and emerging trends.

• Develop detailed financial models valuation analyses business cases and scenario analyses to evaluate strategic financial capital and risk implications of potential transactions and initiatives including assessing pro forma impacts to financial statements net present values internal rates of return synergy capture returns on invested capital and shareholder value creation.
• Analyze financial operational market regulatory and industry data to generate insights and recommendations.
• Prepare concise financial summaries executive-level materials governance committee updates and decision-support materials for senior leaders.

• Build effective relationships with internal and external stakeholders including LOB Finance Risk Legal Tax HR Operations and Technology partners and external advisors.
• Act as a liaison across workstreams to align objectives clarify business context and support timely execution of initiatives.
• Prepare clear concise communications and materials tailored to senior leadership and executive audiences.

• Support the development and maintenance of Corporate Development policies procedures financial methodologies and transaction governance standards.
• Track initiative performance transaction milestones risks issues decisions and dependencies.
• Assist with the monitoring and ongoing valuation of existing lines of business equity investments and joint ventures including potential impairment testing and tax restructuring initiatives.
• Produce regular and ad hoc updates dashboards financial summaries transaction status reports and executive-level reporting.
• Escalate issues and communicate status to Corporate Development leadership and other stakeholders as appropriate.

• Apply sound judgment and BMOs risk management framework when evaluating strategic initiatives and transactions.
• Identify assess and escalate financial operational regulatory reputational execution and integration risks.
• Make risk-informed recommendations that align with business strategy approved risk appetite policy requirements and applicable laws and regulations.

• Between 3 to 6 years of relevant experience in corporate development investment banking private equity transaction advisory and/or related fields.
• Deep knowledge of financial concepts and strong financial modeling valuation analytical communication and presentation skills.
• Experience supporting complex M&A transactions.
• Undergraduate or graduate degree in business finance or accounting preferred.
• Accounting designation CFA MBA or similar credentials are considered an asset.

• Financial modeling and analysis skills Expert.
• Analytical and problem-solving skills Expert.
• Transaction execution and project management - In-depth.
• Written and verbal communication - In-depth.
• Collaboration & team skills - In-depth.
• Data-driven decision making - In-depth.
• Attention to detail and quality control - In-depth.

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.