Associate, PU&I, Investment Banking - New York City

Application Deadline:

10/23/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

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.

• 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 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 2 - 5 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 and an outstanding academic achievement.

• 2+ years of investment banking or valuation experience at an analyst level.

• Relevant sector experience (e.g., Power, Renewables, Utilities, Infrastructure) is highly desired.

• 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

$175,000.00 USD

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and