Associate Investment Banking BMO Capital Markets

Address:

Provides a combination of deep industry sector expertise innovative thinking in a teambased approach and world class across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative clientfocused 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 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 crosssell.
• 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 daytoday accountabilities and adheres to policies and procedures.
• Focus is primarily on business/group within BMO; may have broader enterprisewide 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.

Qualifications:

• Typically between 3 4 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
• Bilingualism French and English
• An undergraduate degree with academic coursework in finance economics or accounting and an outstanding academic achievement.
• 3 years of investment banking or valuation experience at a financial analyst level.
• Knowledge of capital markets investment banking products and applicable regulations.
• Financial modeling experience
• Good knowledge of the organizational portfolio management policies and objectives.
• Demonstrates solid deal/transaction 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 Indepth.
• Collaboration & team skills Indepth.
• Analytical and problem solving skills Indepth.
• Influence skills Indepth.
• Data driven decision making Indepth.

Salary: $135000.00

Youre fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

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 parttime roles will be prorated 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 performancebased 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 indepth training and coaching to manager support and networkbuilding 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.