BMO U.S. · 13 hours ago
Vice President, Real Estate, Investment Banking
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$260K/yr - $260K/yr
6+ years expBMO U.S. is a prominent financial institution that provides a full suite of products to clients through an integrated Capital Markets platform. The Vice President of Real Estate in Investment Banking will lead deal teams, manage client relationships, and develop innovative financial solutions to meet client needs while ensuring compliance and risk management.
Banking
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
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
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.
5001-10000 employees
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 StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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