Associate, Regional Investment Banking at Bank of Montreal

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Dec, 25

Salary

175000.0

Posted On

27 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Financial Modeling, Valuation Analysis, Client Solutions, Statistical Presentations, Interpersonal Skills, Analytical Skills, Problem Solving, Communication Skills, Team Collaboration, Initiative, Attention to Detail, Creativity, Resourcefulness, Database Management, Risk Assessment

Industry

Financial Services

Description

Application Deadline: 10/02/2025 Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service Provides a combination of deep industry sector knowledge across a broad array of sub sectors within Industrials, FCR, FIG, Tech, & Healthcare, 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. This role is within our Regional Investment Banking team, HQd out of Chicago with the mandate of covering commercial banking clients/prospects across our core regions from an investment banking standpoint including M&A, Leveraged Finance, ECM, DCM, & Private Capital raising activities. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. 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. Internal partners include Commercial Banking, IB Industry teams, & IB Product Teams Ensures alignment between stakeholders. Researches and analyzes company and industry financial and operating information across middle market & mid-cap companies including privately held & public corporates Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Prepares industry compilations to address public comps, precedent transactions, & key sector themes across a myriad of sectors leveraging some off-the-shelf content & newly created RIB content Completes quality reports/analyses. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. 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 may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently & well within our team & across other teams Broader work or accountabilities may be assigned as needed. Qualifications: 3+ years of successive relevant experience within investment and/or corporate banking. Experience in coverage team or M&A is preferred. An undergraduate degree with academic coursework in finance, economics, or accounting with outstanding academic achievement. Strong work ethic & entrepreneurial mindset in a newer group within Investment Banking with significant growth Financial analysis training and experience. Shows initiative, prioritizes work, multi-tasks effectively. Highly skilled in building complex financial models. Expertise in using financial computer applications and database management tools. Skilled in creating statistical presentations. Creative, insightful, and resourceful. Strong interpersonal skills within a demanding team environment. Strong ability to review and assess detailed information daily on multiple projects in an organized manner. Works independently within a team environment. Specialized knowledge from 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. Expected Base: $175,000.00 USD Annual Salary: Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Responsibilities

The Associate will provide deep industry sector knowledge and innovative thinking to generate client-focused solutions. They will support deal teams in development and presentation, while also conducting financial analysis and modeling.