Associate or Analyst, Investment Banking (A&D), Energy

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US $1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #BMOCapital Markets

Reporting to the Managing Director and Head, A&D Advisory, within the BMO Capital Markets Investment Banking Energy Group, the “Associate, or Analyst, Investment Banking (A&D)” role is responsible for completing, coordinating, and leading detailed financial and technical analysis including the integration of engineering, geological and financial information, and will work on a blend of divestiture, acquisition, and merger mandates. The ideal candidate acknowledges the hybrid nature of energy banking, combining both financial and technical elements of the industry.

The successful candidate must be flexible, adaptable, and capable of working in a high pace environment where multitasking different priorities is essential. As an energetic self-starter, you also have exceptional interpersonal/communication skills, enjoy a challenge, and thrive in a team environment.

This role 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.

• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Leadership role in the execution and completion of technical evaluations, economic performance analysis, reservoir and asset descriptions, upside identification and other interpretation related outputs.
• Comfort in a high velocity environment with growing business development and project execution responsibilities.
• Critical role in coverage material design and marketing document design (teasers, management presentations, etc.)
• Opportunity to grow to manage a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
• Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions.
• Provides deal expertise and prepares/oversees delivery of creative and analytically driven pitch material.
• Maintains key ongoing coverage contact with clients and sector stakeholders.
• Identifies and leverages key decision makers and influencers in client / internal organizations and is comfortable developing client relationships to deliver the advantages of the firm as a single organization.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Assists in the development of strategic plans and supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works with investment banking coverage team as needed to support successful deal completion.
• Creates and diagnoses financial models to analyze opportunities as dictated by business needs.
• Applies appropriate technical concepts and leads consistent and reliable technical and financial analysis to support client deliverables.
• Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with client needs when making recommendations / proposals.
• Integrates information from multiple sources to enable more…