Associate, Technology Investment Banking

Application Deadline:

10/10/2025

Address:

180 Montgomery St.

Job Family Group:

Capital Mrkts Sales & Service

The Technology Investment Banking team is hiring an experienced Associate to join the team in either San Francisco, CA or New York, NY.

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.
• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
• Initiates contact with partners for new client sales.
• Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Reviews and continually monitors performance of existing accounts and client relationships.
• Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
• Identifies opportunities to diversify client portfolios.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Creates financial models to analyze client portfolios and anticipate client needs.
• Uses financial analysis to proactively identify opportunities to cross-sell.
• Generates updated financial models / analyses as dictated by business needs and industry requirements.
• Analyzes/ assesses industry compilations.
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
• 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.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

  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
• 3+ years of Technology investment banking experience is preferred
• 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.

Base Salary Range

$175,000.00 USD - $225,000.00 USD

Salary:

Pay Type:

Salaried

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

Salaries will v