Director, ESOP Advisory – Buy-Side M&A
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois • Minnesota • United States
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Salary
💰 $102,000 - $190,000 per year
Job Level
About the role
- Operate as key member of the relationship team to position the bank as a strategic advisor to clients and prospects
- Lead strategic discussions directly with boards of directors, shareholders and executive management teams of clients and prospects
- Prepare and deliver customized corporate finance analysis and presentations
- Provide leadership to relationship teams to deliver high-quality, comprehensive transaction execution
- Collaborate with commercial banking teams to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions
- Provide transaction structuring expertise on debt, equity and hybrid securities
Requirements
- Undergraduate degree in finance, economics, or accounting
- MBA or equivalent experience in finance, accounting and business law
- 8-10+ years of experience in investment banking, corporate development or corporate finance
- Experience working with and advising ESOPs throughout the lifecycle
- Experience negotiating and structuring M&A and other transactions
- Expert knowledge of capital markets, transaction legal matters & risk management
- Proven leadership skills, including experience with mentoring and developing junior talent
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
corporate finance analysistransaction executiontransaction structuringdebt securitiesequity securitieshybrid securitiescapital marketsM&A negotiationsrisk management
Soft Skills
leadershipmentoringcollaborationstrategic discussionscommunication
Certifications
MBA