Analyst/Associate Mergers & Acquisitions, Investment Banking - New York

Application Deadline:

08/23/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

The Mergers & Acquisitions (M&A) Investment Banking team is recruiting for an Analyst or Associate to join the team in New York.

The Analyst/Associate will deliver deep industry expertise, creative thinking through a team-based approach, and deliver world-class execution for clients across a full range of products, through an integrated Capital Markets platform and through an industry ecosystem approach. Work collaboratively to develop creative, client-focused solutions for prospects and current clients.

Role Responsibilities:

• Integrate sales teams to build, present and win mandates for new business opportunities.
• Create and participate in client financial solutions presentation materials.
• Monitor clients, their industry and regulators for changes that may impact clients' portfolio and business needs.
• Communicate with partners to close new sales.
• Directly manage a diversified portfolio of private companies and mid-market companies, and progressively manage clients with increased responsibilities.
• Review and continuously monitor the performance of existing accounts and business relationships with clients
• Perform due diligence activities (e.g., customer visits, business model analysis, and comprehensive review of industry trends and regulations).
• Identify opportunities to diversify client portfolios.
• Identify opportunities to increase efficiency and improve service to clients, both internally and externally.
• Transmit analytics data to sales teams.
• Support the implementation of strategic initiatives, in collaboration with internal and external stakeholders.
• Build effective relationships with internal and external stakeholders.
• Ensure consistency among stakeholders.
• Create financial models to analyze customer portfolios and anticipate customer needs.
• Use financial analytics to proactively identify cross-sell opportunities.
• Update financial analyses and models in accordance with the needs and requirements of the business line.
• Analyze and evaluate business line reports.
• Apply appropriate technical concepts and prepare and direct, reliable and consistent technical and financial reports and analyses to support the services to be provided to the client.
• Understand the complexity of transactions and associated risks (credit, market, operational, legal, compliance, etc.).
• Provide feedback to drive continuous improvement and support related actions.
• Integrate information from multiple sources to increase process efficiency, improve analytics, and streamline reporting.
• Provides guidance, commentary, development and coaching to analysts.
• Produce financial models to support strategic recommendations presented to clients.
• Considers risk management, internal controls and compliance as integral parts of day-to-day responsibilities and follows policies and procedures.
• Focus primarily on a business line or operating group within BMO; Adopt a broader organization-wide orientation as required.
• Uses judgment to identify problems, determine their causes and resolve them within established boundaries.
• Work independently on a wide range of complex tasks, which may represent unique situations.
• Broader duties and responsibilities can be assigned as needed.
   

Qualifications and Skills:

• Relevant work experience in M&A is preferred or in investment banking or valuation experience as a financial analyst.
• Holds an undergraduate degree; In this context, the incumbent must have taken courses in finance, economics or accounting.
• Knowledge of capital markets, investment banking products and current regulations.
• Experience or understanding of credit analysis.
• Good knowledge of the organization's portfolio management policies and objectives.
• Have strong skills in operations and transaction processing or project management.
• Strong quantitative analysis, financial modelling and credit analysis skills.
• Expertise in financial software and database management tools.
• Technical proficiency acquired through schooling or work experience.
• Oral and written communication skills – in-depth skills.
• Collaboration and teamwork skills – in-depth skills.
• Analytical and problem-solving skills – in-depth skills.
• Ability to influence – in-depth skills.
• Data-driven decision-making skills – in-depth skills.

Base Salary Range

Analyst: $110,000.00 USD - $135,000.00 USD

Associate: $175,000.00 USD - $225,000.00 USD