Associate, FIG Investment Banking

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

The Financial Institutions Group (FIG) team is recruiting for an Associate to join the Team in New York. Prior FIG Investment Banking experience is preferred.

The Associate 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.

• 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 execution 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 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 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 day‑to‑day accountabilities and adheres to policies and procedures.

• Focus is primarily on business/group within BMO; may have broader, enterprise‑wide 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 4 ‑ 6 years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.

• FIG Investment Banking experience is preferred

• 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.

• Credit analysis experience/ understanding.

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

• Demonstrates solid deal/transaction execution and/or project management skills.

• Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.

• Expertise in financial computer applications and…