The role involves directly managing a diverse portfolio of private and middle market companies while developing creative, client-focused solutions
Job Summary
The role involves directly managing a diverse portfolio of private and middle market companies while developing creative, client-focused solutions.
Candidates will create pitch books, conduct due diligence, and build financial models to support strategic recommendations and identify cross-selling opportunities.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.
Matching Summary
The role involves directly managing a diverse portfolio of private and middle market companies while developing creative, client-focused solutions.
Salary
Base: USD $175,000.00 - $225,000; Bonus/Equity: May include commission structure and discretionary bonuses; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans
Skills & Requirements
Must-have
3+ years investment banking experience
Advanced financial modeling skills
Credit analysis and valuation expertise
Capital markets product knowledge
Deal execution and project management
Nice-to-have
MBA degree or equivalent advanced education
Strong verbal and written communication
Ability to mentor junior analysts
Experience with cross-selling strategies
Proactive problem-solving in complex scenarios
Key Requirements
4-6 years relevant experience
Undergraduate degree in finance, economics, or accounting
Outstanding academic achievement or MBA
Knowledge of applicable regulations
Technical proficiency in financial computer applications