Vice President, Investment Banking

BMO Capital Markets Corp. seeks a CM VP-IC Investment Banking III to be responsible for executing M&A transactions, including overseeing a team of junior bankers and serving as deal captain throughout the transaction lifecycle. Act as the primary point of contact for clients and support senior leadership in sourcing new M&A opportunities. Create pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitor client, client industry, and regulatory agencies for potential changes that can affect financial performance. Client relationship management across public, private, and middle market companies with progression toward increasing client responsibility. Review and continually monitor performance of existing accounts and client relationships. Conduct due diligence, including client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations. Collaborate with sector coverage partners for clients and prospects to identify and deliver creative, timely solutions. Assist in the development of strategic plans and support the execution of strategic initiatives in collaboration with internal and external stakeholders. Create financial models to analyze proposed transactions and anticipate client needs. Use financial analysis to proactively identify opportunities.

Requirements: Master’s degree in Finance, Economics, Accounting, or related field (willing to accept foreign education equivalent) plus three (3) years of experience as an Investment Banker or related occupation, supporting the execution of mergers and acquisitions transactions OR Bachelor’s degree in Finance, Economics, Accounting, or related field (willing to accept foreign education equivalent) plus five (5) years of experience as an Investment Banker or related occupation, supporting the execution of mergers and acquisitions transactions. Experience must include (quantitative requirements not applicable to this section): Conducting in-depth financial modeling on behalf of clients for the purpose of Merger and Acquisition advisory; Advising on financial transactions for public companies; Constructing financial models for large, complex organizations and business units; Coordinating day-to-day work produced by peers in the Mergers and Acquisitions group to verify accuracy of information; Creating detailed client presentations regarding potential Merger and Acquisition activity focusing on pro forma financials of combined businesses; Preparing the Board and management teams of external clients for investor meetings; Building detailed discounted cash flow buyout models for both individual business segments and overall businesses to provide detailed analytics on valuation; and Creating bid continuums and merger models to provide pro forma financials to stakeholders. Hybrid position (1 day remote).

The salary for this specific position in New York, NY is $260,000 per year.

Salary:

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. 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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 https://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 [email protected] 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. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.