BMO · 1 day ago
Vice President, Financial Institutions Group (FIG) Investment Banking - P&C Insurance
New York, NY, USA
Full-time
Onsite
Mid Level
$260K/yr - $260K/yr
4+ years expBMO is a leading financial services provider, and they are seeking a Vice President to join their Financial Institutions Group's P&C Investment Banking team. The role involves providing industry expertise, developing client-focused solutions, and overseeing deal execution while mentoring Analysts.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Participates in deal teams to develop, present, and win mandates for new opportunities
Builds effective relationships with internal/external stakeholders
Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
Reviews and continually monitors performance of existing accounts and client relationships
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Provides direction and feedback to Analysts; accountable for developing, reviewing work, and mentoring of Analysts
Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
Creates pitch books for clients with respect to financial solutions and participates in client presentations
Generates updated financial models / analyses as dictated by business needs and industry requirements
Delivers financial modeling to support strategic recommendations to clients
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)
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
Qualification
Required
The ideal candidate will have a minimum of 4 years of experience across investment banking, corporate development, and/or actuarial consulting roles (exposure to, and/or a strong interest in, insurance is preferred)
Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required
Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
Detail oriented with strong analytical abilities
Deep, sophisticated understanding of accounting and finance
Excellent mathematical, written/verbal communication, and computer skills
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Sound and professional judgement
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Preferred
Exposure to, and/or a strong interest in, insurance is preferred
MBA degree preferred but not required
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO 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 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
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