Middle Market M&A Experienced Associate

About the role

Provides a combination of deep 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 using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Participates in deal teams to develop, present, and win mandates for new opportunities.

Responsibilities

• Create pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Maintain ongoing monitoring of client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
• Initiate contact with partners for new client sales.
• Directly manage a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Review and continuously monitor performance of existing accounts and client relationships.
• Conduct due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
• Identify opportunities to diversify client portfolios.
• Identify opportunities for increased efficiency and improved service to internal and external clients.
• Provide analytical findings to deal teams.
• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Build effective relationships with internal/external stakeholders.
• Ensure alignment between stakeholders.
• Create financial models to analyze client portfolios and anticipate client needs.
• Use financial analysis to proactively identify opportunities to cross-sell.
• Generate updated financial models / analyses as dictated by business needs and industry requirements.
• Analyze/assess industry compilations.
• Apply appropriate technical concepts and complete/lead consistent and reliable technical and financial reports/analyses to support client deliverables.
• Understand the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Provide feedback on, and support continuous improvement opportunities.
• Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Provide direction and feedback to Analysts; accountable for development and mentoring of Analysts.
• Deliver financial modeling to support strategic recommendations to clients.
• Consider risk, internal controls and compliance as part of day-to-day accountabilities and adhere to policies and procedures.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• MBA degree preferred.
• 3+ years of investment banking or valuation experience at a financial analyst level.
• Knowledge of capital markets, investment banking products and applicable regulations.
• Credit analysis experience/ understanding.
• Good knowledge of the organizational portfolio management policies and objectives.
• Demonstrates solid deal/transaction execution and/or project management skills.
• Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
• Expertise in financial computer applications and database management tools.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Pay

Salaried. Salary range TBD based on experience and qualifications. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/us/en/Total-Rewards.

About Us

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.