Application Deadline:

05/20/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets Corp. seeks CM VP-IC Investment Banking I in New York, NY to create pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitor 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. Manage a diverse portfolio of private and public companies with progression toward increasing client responsibility. Review and continually monitor performance of existing accounts and client relationships. Conduct client visits, business model analysis, and review industry trends and related regulations. Identify opportunities to diversify client portfolios and to increase efficiency and improved service to internal and external clients. Support execution of strategic initiatives in collaboration with internal and external stakeholders. Ensure alignment between stakeholders. Create financial models to analyze client portfolios and anticipate client needs. Apply appropriate technical concepts and complete/lead consistent and reliable technical and financial reports/analyses to support client deliverables. Operate as key member of deal team to maximize sector penetration and returns. Institute cross-selling initiatives to increase ranking with client. Collaborate with sector coverage partners for clients and prospects to identify/deliver creative, timely solutions. Provide deal expertise and prepare/oversee delivery of creative and timely pitches. Support credit concurrence/pricing efforts as a client advocate. Assist in the development of strategic plans. Use financial analysis to proactively identify opportunities to cross-sell. Identify opportunities to find more cost-effective ways to impact the bottom line and drive profitability. Review and guide work of Analysts and Associates to deliver business results.

Qualifications:

Bachelor's degree in Finance, Business, Economics or related field (willing to accept foreign education equivalent) plus five (5) years of experience as an Associate or related occupation advising companies on investment banking related topics focusing on equity and capital-raising transactions. Employer will alternatively accept a Master's degree in Finance, Business, Economics or related field (willing to accept foreign education equivalent) plus three (3) years of experience as an Associate or related occupation advising companies on investment banking related topics focusing on equity and capital-raising transactions. Experience must include: Providing clients with industry sector expertise through knowledge of capital markets, investment banking products and applicable regulations; Leading and executing equity transactions; Performing quantitative analytics and financial modeling to conduct business model and sector analysis; Participating in deal teams to develop, present, win mandates, and execute new opportunities, including transaction/deal execution and/or project management; and Using data providers such as Bloomberg, CapIQ, FactSet, Dealogic, Refinitiv, and Pitchbook to monitor clients and client industries, create financial models and develop financial solutions for clients. Must possess: SIE, Series 79, and Series 63 certifications. Hybrid role - minimum 4 days in office per week.

Base Salary

The salary for this specific position in New York, New York is $225,000.00/year.

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. 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/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

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.