Associate, Industrials - Investment Banking

Responsibilities

• Participate in deal teams to develop, present, and win new mandates
• Create pitch books and financial solutions for client presentations
• Manage a diverse portfolio of private and middle market companies
• Conduct due diligence, including client visits and business model analysis
• Develop complex financial models to analyze portfolios and anticipate client needs
• Provide direction, feedback, and mentoring to Analysts
• Monitor client industries and regulatory changes to assess impact on portfolios
• Identify opportunities for cross-selling and diversifying client portfolios

Requirements

• 4-6 years of relevant experience in finance or a related field
• 3+ years of investment banking or valuation experience at a financial analyst level
• Undergraduate degree in finance, economics, or accounting
• Exceptional skills in quantitative analytics, financial modeling, and credit analysis
• Strong knowledge of capital markets, investment banking products, and regulations
• Proficiency in financial computer applications and database management tools
• In-depth verbal and written communication and collaboration skills

Preferred Qualifications

• MBA degree

About the Company

BMO is a leading, full-service financial services provider and the 8th largest bank in North America by assets. We offer corporate and investment banking, treasury management, research, and advisory services to more than 12 million customers globally. We are driven by a shared purpose to Boldly Grow the Good in business and life.