Bmo
Associate, Investment Banking
New York, NY, USA · Part-time
Sponsorship not specifiedDetected 1 day ago
Project ManagementFinancial ModelingFinancial AnalysisAccountingValuationCommunicationCollaborationProblem SolvingMentoringInternal Audit
About the role
- 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 Group's expected target for the first year in this position.
Responsibilities
- 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.
- 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.
- 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.
- Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
- Provides feedback on, and supports continuous improvement opportunities.
- Delivers financial modeling to support strategic recommendations to clients.
Requirements
- 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.
- Good knowledge of the organizational portfolio management policies and objectives.
- Expertise in financial computer applications and database management tools.
- As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
- 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.
- Credit analysis experience/ understanding.
- Demonstrates solid deal/transaction execution and/or project management skills.
- Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
- 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.
Nice to have
- MBA degree preferred.
Compensation
- The above represents BMO Financial Group's pay range and type.
- For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
- BMO Financial Group's 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.
Benefits
- BMO Financial Group's 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: https://jobs.bmo.com/global/en/Total-Rewards
Company info
- 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.
- We strive to help you make an impact from day one - for yourself and our customers.
- We'll 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, we'll help you gain valuable experience, and broaden your skillset.
- To find out more visit us at http://jobs.bmo.com/us/en
- 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 BMOCareers.Support@bmo.com 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.
This listing is sourced directly from Bmo's careers page and normalized into a canonical job model.