Vice President, Financial Institutions Group (fig) Investment Banking - Insurance

BMO

New York, NY, United States
Base: 260,000.00 usd; bonus/equity: not specified;...
Financial institutions group expertise
Insurance sector expertise
Capital markets platform
Provide a combination of deep insurance industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform

Job Summary

  • Provide a combination of deep insurance industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform.
  • Participates in deal teams to develop, present, and win mandates for new opportunities, creates pitch books for clients, and monitors client, client industry, and regulatory agencies for potential changes.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provide a combination of deep insurance industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform.

Salary

Base: 260,000.00 USD; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial Institutions Group expertise
  • Insurance sector expertise
  • Capital Markets platform
  • Deal team participation
  • Financial modeling and analysis

Nice-to-have

  • Innovative thinking
  • Team-based approach
  • Client-focused solutions
  • Leadership and coaching skills
  • Risk appetite balancing

Key Requirements

  • Minimum 5 years of insurance M&A experience
  • Bachelor's degree in Finance, Economics, Business, or related field
  • SIE Exam, Series 79, and Series 63 within 150 days

Work Rights

Not specified

Tailored Resume

Cover Letter