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BMO · 1 day ago

Vice President, Real Estate, Investment Banking

New York, NY, USA

Full-time

Onsite

Mid, Senior Level

$260K/yr - $260K/yr

6+ years exp

BMO Capital Markets Corp. is seeking a Vice President in Real Estate within their Investment Banking division. The role focuses on providing innovative financial solutions to clients, managing a diverse portfolio, and driving strategic initiatives to enhance client relationships and business growth.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Operates as key member of the deal team with efforts to maximize sector penetration and returns

Institutes cross-selling initiatives to increase ranking with client

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, analyzing business models, and comprehensively reviewing industry trends and related regulations)

Understands client needs and provides relevant ideas and opinions to generate recommendations

Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions

Provides deal expertise and prepares/oversees delivery of creative and timely “pitches”

Supports credit concurrence/pricing efforts as a client advocate

Maintains key ongoing coverage contact with clients and sector managers

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 in client / internal organizations

Acts as a positive change agent to drive improved efficiency and effectiveness

Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates

Assists in the development of strategic plans

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders

Works with specialists as needed to support successful deal completion

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 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 sources to enable more efficient processes, enhanced analysis 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

Investment banking experienceFinancial modelingDeal execution skillsMBACFAAnalytical skillsInfluence skillsData driven decision makingVerbal communicationWritten communicationCollaboration skillsProblem solving skills

Required

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience

An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement

MBA, CFA or equivalent experience in financial services, accounting, or legal fields

Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business

Relevant business services sector experience is highly desired

Good knowledge of the organizational portfolio management policies and objectives

Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative

Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions

Expertise in financial computer applications and database management tools

Deep knowledge and technical proficiency 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