BMO U.S.

Associate, Technology Investment Banking

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: San Francisco • California, New York • 🇺🇸 United States

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Salary

💰 $175,000 - $225,000 per year

Job Level

JuniorMid-Level

About the role

  • Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.
  • Collaborates to generate creative, client-focused solutions to prospective and current clients.
  • 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 and 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 and conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
  • Identifies opportunities to diversify client portfolios and for increased efficiency and improved service to internal and external clients.
  • Provides analytical findings to deal teams and supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders and ensures alignment between stakeholders.
  • Creates financial models to analyze client portfolios and anticipate client needs and generates updated financial models / analyses as dictated by business needs and industry requirements.
  • 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.) and considers risk, internal controls and compliance as part of day-to-day accountabilities.
  • Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
  • Exercises judgment to identify, diagnose, and solve problems within given rules and works independently on a range of complex tasks.

Requirements

  • 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
  • 3+ years of Technology investment banking experience is preferred
  • 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.
Benefits
  • BMO Financial Group’s total compensation package may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
  • Salaries may include a commission structure (for commission roles the salary listed represents expected target for the first year).
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
  • In-depth training and coaching, manager support and network-building opportunities
  • Access to tools and resources to support career growth

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial modelingcredit analysisquantitative analyticsdeal executionproject managementportfolio managementrisk analysistechnical proficiencyfinancial reportingbusiness model analysis
Soft skills
communication skillscollaboration skillsanalytical skillsproblem solving skillsinfluence skillsdata driven decision makingmentoringjudgmentrelationship buildingcreativity