Associate, Leveraged Finance, Investment Banking New York

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BMO Leveraged Finance sits within the Investment & Corporate Banking Division of BMO Capital Markets and is comprised of two teams Leveraged Finance Origination and Leveraged Finance Capital Markets. Leveraged Finance focuses on providing comprehensive and innovative financing advice to financial sponsors and non-investment grade issuers across industries. This includes advising clients on optimal capital structure underwriting financing packages negotiating terms and documentation advising on execution considerations and distribution to the institutional syndicated markets or private capital markets. Leveraged Finance offers a mix of products (High Yield bonds leveraged loans private credit) which help our clients facilitate Leveraged Buyouts and M&A transactions repurchase shares fund shareholder distributions refinance existing debt as well as provide them with working capital and liquidity. The Leveraged Finance Group is made up of capital markets industry specific origination coverage and private credit addition to interacting with corporate and sponsor clients and investment banking the Leveraged Finance Group works closely with sales and trading and high yield leveraged loan and private credit investors.

Our New York office is looking for an Associate to join Leveraged Finance Origination

Key Accountabilities

• Participates in deal teams to develop present and win mandates for new opportunities.
• Creates pitch books for financial sponsor and corporate clients with respect to financial solutions and participate in their presentation to clients.
• Integral to the execution of transactions solving complex problems using rigorous analytical techniques negotiation of legal documentation leading workstreams and driving deliverables and regularly presenting to senior executives.
• Monitors client client industry and regulatory agencies for potential changes that may affect client portfolio and business needs.
• Conducts due diligence (e.g. client visits business model analysis comprehensively reviewing industry trends and related regulations auditor and legal).
• 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.
• Creates financial models to analyze client portfolios and anticipate client needs.
• 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.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works independently on a range of complex tasks which may include being adaptable to unique situations.
• Broader work or accountabilities may be assigned as needed.

Skills & 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.
• 3 years of investment banking or valuation experience at a financial analyst level.
• Knowledge of capital markets investment banking products and applicable regulations.
• Demonstrates solid deal/transaction execution and/or project management skills.
• Exceptional skills in quantitative analytics financial modeling.
• 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.

Base Salary: USD $00 depending on level and experience

Salary:

Pay Type:

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 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 and let us know the nature of your request and your contact information.

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.