Application Deadline:

01/29/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets Corp seeks CM Director-IC Investment Banking I in New York, NY, to utilize expertise in financial markets to cultivate relationships with new and existing clients. Institute cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales. Operate as a key member of the deal team with efforts to maximize sector penetration and returns. Create client pitch books for financial solutions and lead/participate in client presentations. Monitor client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. Oversee diverse portfolio with progression toward increasing client responsibility. Conduct client visits, business model analysis, and review of industry trends and related regulations. Collaborate with sector coverage partners for clients and prospects to identify and deliver creative and timely solutions. Support credit concurrence and pricing efforts as a client advocate. Recognize opportunities to cross-sell and to grow share of client wallet. Recommend business priorities, advise on resource requirements, and develop roadmap for strategic execution. 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. Balance risk appetite with client needs when making recommendations/proposals. Identify and act on the delivery of meaningful revenue, cost reduction, and capital optimization opportunities.

Requires: Bachelor's degree in Finance, Economics, Accounting, Business Administration or related field (willing to accept foreign education equivalent) plus seven (7) years of experience as a Financial and Investment Analyst or related occupation in investment banking, including negotiating and structuring financial transactions. Required experience: developing business in a corporate lending environment; Creating and delivering professional product ideas and presentations to external clients and internal committees and teams; Structuring and negotiating terms for high yield bonds and leveraged loan products; and performing financial modeling and financial analysis related to leveraged finance and capital markets. Hybrid position, 1-2 days remote per week.

Salary: $275,000.00/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.