Analyst, Investment Banking (Healthcare Group) at BMO | US | Rezi

Analyst, Investment Banking (Healthcare Group) at BMO

Analyst, Investment Banking (Healthcare Group)

BMO · US

1 weeks ago

Analyst, Investment Banking (Healthcare Group)

BMO · US

7 days ago
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About the Role

BMO Capital Markets seeks a motivated Investment Banking Analyst for its Healthcare Investment Banking team in New York. This role is critical for executing M&A, capital markets, and strategic advisory transactions within the healthcare sector, collaborating with senior bankers on complex 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.
  • Work closely with senior bankers to support client coverage, idea generation, and ongoing relationship management.

Requirements

  • 1–3 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 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 but not required.
  • 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 analysis
  • M&A
  • Leveraged finance
  • Financial analysis
  • Client presentations
  • Industry analysis
  • Company analysis
  • Communication skills

Location

  • New York

Work Type

  • Full-time

Experience Level

  • 1-3 years

Education Level

  • Undergraduate degree in finance, economics, or accounting

Salary/Compensations

  • $110,000 - $135,000 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. We aim to create lasting, positive change for our customers, communities, and people by working together, innovating, and pushing boundaries to transform lives and businesses, and power economic growth.
  • As a member of the BMO team, you are valued, respected, and heard, with opportunities to grow and make an impact. We support you with the tools and resources needed to reach new milestones.

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.