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About the Role

Provides deep Financial Sponsors sector expertise, innovative thinking, and world-class execution through an integrated Capital Markets platform. Collaborates to generate client-focused solutions for private equity firms, alternative asset managers, and their portfolio companies. Takes an active role in deal teams to develop, present, and win mandates, and plays a key leadership role in executing live transactions.

Responsibilities

Collaborates to generate creative, client-focused solutions to prospective and current clients including private equity firms, alternative asset managers and their portfolio companies.
Takes an active role in deal teams to develop, present, and win mandates for new opportunities across sponsor clients and their portfolio companies.
Plays a key leadership role in executing live transactions alongside industry & product partners, including M&A Advisory, Leveraged Finance, ECM, and other product offerings.
Builds and maintains effective relationships with sponsor clients, portfolio company management teams and internal stakeholders.
Creates sponsor pitch books and marketing materials and participates in client discussions and presentations.
Supports the development and management of sponsor relationships by monitoring investment activity, portfolio developments, fundraising activity, and strategic priorities.
Identifies opportunities across sponsor portfolios and investment themes to generate new business opportunities.
Maintains knowledge of sponsor ownership structures, portfolio companies, investment criteria and transaction activity.
Supports evaluation and execution of strategic, financing and M&A opportunities across sponsor-backed portfolio companies.
Develops financial models, valuation analyses and transaction materials to support client coverage and execution activities.
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
Exercises judgment to identify, diagnose, and solve problems.
Works independently on a range of complex tasks, which may include unique situations.
Adheres to all policies & procedures and considers risk, internal controls and compliance as part of day-to-day accountabilities.

Requirements

Typically, between 3 - 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 and an outstanding academic achievement.
2-3+ years of investment banking, leveraged finance, valuation, corporate finance or related transaction experience
Knowledge of capital markets, investment banking products and applicable regulations.
Understanding of private equity business models, sponsor-backed transactions and leveraged finance markets.
Demonstrates solid deal/transaction execution and/or project management skills.
Experience supporting M&A, leveraged finance, acquisition financing, recapitalization or other strategic transactions preferred.
Exceptional skills in quantitative analytics, financial modeling and/or credit analysis skills.
Expertise in financial computer applications and database management tools.
Technical proficiency gained through education and/or business experience.
Strong verbal & written communication skills.
Excellent collaborator & team player.

Skills

Financial Sponsors sector expertise
Innovative thinking
Team-based approach
World class execution
Capital Markets platform
Sector ecosystem approach
Client-focused solutions
Deal teams
M&A Advisory
Leveraged Finance
ECM
Relationship building
Financial modeling
Valuation analyses
Transaction materials
Quantitative analytics
Credit analysis
Financial computer applications
Database management tools
Verbal communication
Written communication
Collaboration
Team player

Location

151 W 42nd Street

Work Type

Salaried

Experience Level

3-6 years of relevant experience
2-3+ years of investment banking, leveraged finance, valuation, corporate finance or related transaction experience

Education Level

Post-secondary degree in related field of study or an equivalent combination of education and experience
Undergraduate degree with academic coursework in finance, economics, or accounting

Salary/Compensations

$175,000.00 USD

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

BMO is 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.
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.
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.

Equal Opportunity

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.