BMO U.S. · 9 hours ago
Vice President, Equity Capital Markets- New York
BMO U.S. is a financial services provider that focuses on creating lasting, positive change for customers and communities. The Vice President of Equity Capital Markets will provide deep industry expertise and innovative solutions to clients, leading deal teams and collaborating with various specialists to ensure successful deal completion.
Banking
Responsibilities
Operates as key member of deal teams with efforts to maximize sector penetration and outcomes for clients and BMO
Works with specialists as needed to support successful deal completion, including colleagues in Sales and Trading
Prepares/oversees the delivery of creative and timely pitch books for clients, which includes performing quantitative and qualitative analyses on clients and their respective industries
Collaborates with sector coverage partners to identify and deliver creative, timely solutions to prospective and existing clients
Monitors clients, clients’ industries, and regulatory agencies for potential changes that may affect clients’ business needs
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services
Identifies and leverages key decision makers and influencers both internally – across investment and corporate banking sector and product groups – and externally to drive superior outcomes for clients in client / internal organizations
Acts as a positive change agent to drive improved efficiency and effectiveness across the organization
Assists in the development of strategic plans
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Uses financial analysis to proactively identify opportunities to cross-sell
Generates updated financial models/ analyses as dictated by business needs and industry requirements
Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables
Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates
Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.)
Balances the Bank's risk appetite with client needs when making recommendations / proposals
Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability
Integrates information from multiple public and private data sources / providers to enable more efficient processes, enhanced analysis for clients and/or streamlined reporting
Reviews and guides work of Analysts and Associates to deliver business results
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
Provides specialized consulting, analytical and technical support
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently and regularly handles non-routine situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
An undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement
MBA, CFA or equivalent experience in financial services, accounting, or legal fields is helpful
Minimum of 6 years of relevant experience in investment banking, with an emphasis on raising private and/or public equity capital
Displays advanced deal execution and/or project management skills with the ability to lead numerous deliverables at a time
Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions
Extensive experience and ability to independently research, synthesize information, critically analyze, interpret and present equity market, financial, and trading data in order to advise clients
Experience managing and/or partnering with junior colleagues on numerous deal teams and major client deliverables over the span of months
Expertise in financial computer applications and database management tools including but not limited to CapIQ, FactSet, Dealogic, Refinitiv, Pitchbook, and Bloomberg
SIE, Series 79, and Series 63 certifications
Deep knowledge and technical proficiency, including experience conducting business model and sector analyses, gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageRecent News
2025-10-16
2025-09-23
Company data provided by crunchbase