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Capital Mrkts Sales & ServiceProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of equity capital markets 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.
Operates as key member of deal teams with efforts to maximize sector penetration and outcomes for clients and BMO
Works with specialists as needed to support successful deal completion, including colleagues in Sales and Trading.
Prepares/oversees the delivery of creative and timely pitch books for clients, which includes performing quantitative and qualitative analyses on clients and their respective industries.
Collaborates with sector coverage partners to identify and deliver creative, timely solutions to prospective and existing clients
Monitors clients, clients’ industries, and regulatory agencies for potential changes that may affect clients’ business needs.
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
Identifies and leverages key decision makers and influencers both internally – across investment and corporate banking sector and product groups – and externally to drive superior outcomes for clients in client / internal organizations.
Acts as a positive change agent to drive improved efficiency and effectiveness across the organization
Assists in the development of strategic plans.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Uses financial analysis to proactively identify opportunities to cross-sell.
Generates updated financial models/ analyses as dictated by business needs and industry requirements.
Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.
Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
Balances the Bank's risk appetite with client needs when making recommendations / proposals.
Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
Integrates information from multiple public and private data sources / providers to enable more efficient processes, enhanced analysis for clients and/or streamlined reporting.
Reviews and guides work of Analysts and Associates to deliver business results.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
An undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement.
MBA, CFA or equivalent experience in financial services, accounting, or legal fields is helpful
Minimum of 6 years of relevant experience in investment banking, with an emphasis on raising private and/or public equity capital
Displays advanced deal execution and/or project management skills with the ability to lead numerous deliverables at a time
Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions
Extensive experience and ability to independently research, synthesize information, critically analyze, interpret and present equity market, financial, and trading data in order to advise clients
Experience managing and/or partnering with junior colleagues on numerous deal teams and major client deliverables over the span of months
Expertise in financial computer applications and database management tools including but not limited to CapIQ, FactSet, Dealogic, Refinitiv, Pitchbook, and Bloomberg.
SIE, Series 79, and Series 63 certifications.
Deep knowledge and technical proficiency, including experience conducting business model and sector analyses, gained through extensive education and 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.
Please note the base salary for this role is $260,000.00 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
Salary:
Pay Type:
SalariedThe 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.