Associate, Regional Investment Banking

Investment Banking Associate

Provides a combination of deep industry sector knowledge across a broad array of sub sectors within Industrials, FCR, FIG, Tech, & Healthcare, 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. This role is within our Regional Investment Banking team, HQd out of Chicago with the mandate of covering commercial banking clients / prospects across our core regions from an investment banking standpoint including M&A, Leveraged Finance, ECM, DCM, & Private Capital raising activities.

Collaborates to generate creative, client-focused solutions to prospective and current clients.

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• 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. Internal partners include Commercial Banking, IB Industry teams, & IB Product Teams
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information across middle market & mid-cap companies including privately held & public corporates
• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Prepares industry compilations to address public comps, precedent transactions, & key sector themes across a myriad of sectors leveraging some off-the-shelf content & newly created RIB content
• Completes quality reports / analyses.
• Applies technical concepts and understands implication of work to client / transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and / or streamlined reporting.
• 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 may be on a business / group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently & well within our team & across other teams
• Broader work or accountabilities may be assigned as needed.

Qualifications :

Expected Base : $175,000.00 USD Annual

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.

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.