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BMO Capital Markets · 1 day ago

Associate, FIG Investment Banking - New York

New York, NY

Part-time

Onsite

Mid, Senior Level

4+ years exp

BMO Capital Markets is a leading, full-service financial services provider. The Associate in the Financial Institutions Group (FIG) team will provide industry expertise and innovative solutions to clients while managing a diverse portfolio and collaborating on new opportunities.

BankingFinanceFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs

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

Reviews and continually monitors performance of existing accounts and client relationships

Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations)

Identifies opportunities to diversify client portfolios

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

Ensures alignment between stakeholders

Creates financial models to analyze client portfolios and anticipate client needs

Uses financial analysis to proactively identify opportunities to cross-sell

Generates updated financial models / analyses as dictated by business needs and industry requirements

Analyzes/ assesses industry compilations

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 (credit, market, operational, legal/compliance, etc.)

Provides feedback on, and supports continuous improvement opportunities

Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting

Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts

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

Exercises judgment to identify, diagnose, and solve problems within given rules

Works independently on a range of complex tasks, which may include unique situations

Broader work or accountabilities may be assigned as needed

Qualification

FIG Investment Banking experienceFinancial modelingQuantitative analyticsCapital markets knowledgeCredit analysisProject management skillsAnalytical skillsInfluence skillsData driven decision makingVerbal communicationWritten communicationCollaboration skillsProblem solving skills

Required

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

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

Credit analysis experience/ understanding

Good knowledge of the organizational portfolio management policies and objectives

Demonstrates solid deal/transaction execution and/or project management skills

Exceptional skills in quantitative analytics, financial modeling and credit analysis skills

Expertise in financial computer applications and database management tools

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

Influence skills - In-depth

Data driven decision making - In-depth

Preferred

FIG Investment Banking experience is preferred

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Company

BMO Capital Markets

Glassdoor4.2

BMO Capital Markets is a financial company that manages Bank of Montreal's wholesale banking operations.

Founded in 1988

Toronto, Ontario, CAN

1001-5000 employees

https://capitalmarkets.bmo.com

H1B Sponsorship

BMO Capital Markets 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 (8)

2024 (9)

2023 (4)

2022 (9)

2021 (8)

2020 (14)