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Associate, Corporate Advisory

Job in San Rafael, Marin County, California, 94911, USA
Listing for: Bank of Montreal
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst, Investment Banking, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 69000 USD Yearly USD 69000.00 YEAR
Job Description & How to Apply Below

Final date to receive applications: 08/29/2026
Address: 320 S Canal Street

Job Family Group:
Commercial Sales & Service Associate, Corporate Advisory‑Chicago

The BMO Corporate Advisory team advises commercial banking clients and prospects on buy‑side M&A and other corporate finance engagements. The team is comprised of former investment banking, private equity, management consulting, corporate development, and commercial banking professionals and is looking to hire a new Associate.

Job Responsibilities
  • Design and manage valuation models including DCF, LBO, comparable companies analysis, precedent transactions analysis, and merger models for live and contemplated M&A transactions.
  • Build free cash flow models for evaluating new credit opportunities and capital structure alternatives.
  • Work with the team to recommend appropriate capital structure and market‑based financing terms in corporate finance situations.
  • Support ongoing advisory relationships with clients and update existing financial models and presentation materials as needed.
  • Build new presentation materials for buy‑side M&A and other corporate finance advisory engagements.
  • Participate in the presentation of BMO materials, both internally and externally to clients and prospects.
Job Qualifications
  • An undergraduate degree in finance, economics, accounting or direct work experience in a related field.
  • 2-4 years of experience in investment banking, management consulting, commercial banking, or a similar field.
  • Knowledge of capital markets and investment banking products (including, but not limited to mergers & acquisitions, recapitalizations, capital structure, valuation techniques, and private equity markets).
Desired Skills
  • Highly proficient in quantitative analytics, financial modeling, and valuation analysis.
  • Excellent written and oral communication skills.
  • Expertise in computer applications including Microsoft Excel and PowerPoint.
  • Strong interpersonal skills within a demanding team environment and in interactions directly with clients.
  • Excellent capability to operate independently and proactively service multiple clients.
Salary & Benefits

Salary: $69,000.00 - $

Pay Type:

Salaried (the above represents BMO Financial Group’s 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit )

EEO Statement

BMO 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.

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Position Requirements
10+ Years work experience
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