Vice President, Real Estate, Investment Banking

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.

+ Institutes cross-selling initiatives to increase ranking with client.

+ 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, analyzing business models, and comprehensively reviewing industry trends and related regulations).

+ Understands client needs and provides relevant ideas and opinions to generate recommendations.

+ 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 timely "pitches".

+ Supports credit concurrence/pricing efforts as a client advocate.

+ Maintains key ongoing coverage contact with clients and sector managers.

+ Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.

+ Identifies and leverages key decision makers and influencers in client / internal organizations.

+ Acts as a positive change agent to drive improved efficiency and effectiveness.

+ Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.

+ Assists in the development of strategic plans.

+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

+ Works with specialists as needed to support successful deal completion.

+ Ensures alignment between stakeholders.

+ Creates financial models to analyze client portfolios and anticipate client needs.

+ Uses financial analysis to proactively identify opportunities to cross-sell.

+ 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 risks (credit, market, operational, legal/compliance, etc.).

+ Balances the Bank's risk appetite with client needs when making recommendations / proposals.

+ Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.

+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

+ Reviews and guides work of Analysts and Associates to deliver business results.

+ Delivers financial modeling to support strategic recommendations to clients.

+ Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

+ Provides specialized consulting, analytical and technical support.

+ Exercises judgment to identify, diagnose, and solve problems within given rules.

+ Works independently and regularly handles non-routine situations.

+ Broader work or accountabilities may be assigned as needed.
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* Qualifications:

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* + Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

+ An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.

+ MBA, CFA or equivalent experience in financial services, accounting, or legal fields.

+ Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.

+ Relevant business services sector experience is highly desired.

+ Good knowledge of the organizational portfolio management policies and objectives.

+ Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.

+ Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.

+ Expertise in financial computer applications and database…