Vice President, Financial Institutions Group (fig) Investment Banking - Life & Annuity

BMO Financial Group

New York, NY, US
Base: $260,000.00 usd; bonus/equity: performance-b...
5 years insurance m&a experience
U.s. life & annuity sector knowledge
Financial modeling and analysis skills
BMO's Financial Institutions Group is hiring a Vice President to join its Insurance Investment Banking team in New York

Job Summary

  • BMO's Financial Institutions Group is hiring a Vice President to join its Insurance Investment Banking team in New York.
  • The role requires developing creative, client-focused solutions using an integrated Capital Markets platform with a sector ecosystem approach.
  • Candidates must acquire the SIE Exam, Series 79, and Series 63 within 150 days of employment.

Matching Summary

BMO's Financial Institutions Group is hiring a Vice President to join its Insurance Investment Banking team in New York.

Salary

Base: $260,000.00 USD; Bonus/Equity: Performance-based incentives and discretionary bonuses possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 5 years insurance M&A experience
  • U.S. life & annuity sector knowledge
  • Financial modeling and analysis skills
  • Client pitch book development
  • Deal team participation and execution

Nice-to-have

  • MBA degree preferred
  • Strong analytical abilities
  • Leadership and mentoring skills
  • Innovative thinking in team approach
  • Deep understanding of accounting

Key Requirements

  • Minimum 5 years insurance M&A experience
  • Bachelor's degree in Finance, Economics, or Business
  • SIE Exam, Series 79, and Series 63 certification
  • Experience in investment banking or corporate development
  • Actuarial consulting exposure preferred

Work Rights

Not specified

Tailored Resume

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