About the Role
BMO Capital Markets is seeking a highly motivated Investment Banking Associate to join its Healthcare Investment Banking team in New York. The Associate will play a critical role in the execution of M&A, capital markets, and strategic advisory transactions across the healthcare sector, working closely with senior bankers and product partners on complex, high-impact mandates.
Responsibilities
- Support the execution of buy-side and sell-side M&A, equity and debt financings, leveraged buyouts, and strategic advisory assignments within the healthcare sector
- Build and review detailed financial models, including operating models, valuation analyses, LBO models, and pro forma capitalization structures
- Prepare and coordinate client presentations, pitch books, management presentations, information memoranda, and board materials
- Draft and review transaction-related materials, including credit memos, committee materials, and diligence summaries
- Conduct in-depth industry, company, and financial analysis across healthcare subsectors
- Manage execution workstreams, including due diligence coordination, data room management, and interaction with legal, accounting, and other advisors
- Mentor and review work product of Analysts, ensuring accuracy, consistency, and high-quality output
- Work closely with senior bankers to support client coverage, idea generation, and ongoing relationship management
Requirements
- 2–5 years of experience in investment banking or a closely related field with significant financial analysis and transaction exposure.
- An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
- Strong financial modeling and valuation skills, including experience with M&A and leveraged finance structures
- Demonstrated interest in and understanding of the healthcare industry; prior healthcare experience is a plus
- Excellent analytical, quantitative, and problem-solving skills
- Ability to manage multiple workstreams under tight deadlines in a fast-paced environment
- Strong written and verbal communication skills, with the ability to present clearly to senior bankers and clients
- High attention to detail, strong work ethic, and a collaborative, team-oriented mindset
Skills
- Financial modeling
- Valuation
- M&A
- Leveraged finance
- Analytical skills
- Quantitative skills
- Problem-solving skills
- Communication skills
Location
- New York
Work Type
- Salaried
Experience Level
- Associate
Education Level
- Undergraduate degree
Salary/Compensations
- $175,000 - $225,000 USD
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
About the Company
- 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
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.
