Associate, Investment Banking, Energy

Application Deadline:

08/29/2024

Address:
525 8th Ave SW East Tower

Job Family Group:

Capital Mrkts Sales & Service

Opportunity to join a leading Energy sector investment banking team and support coverage and transaction execution efforts for clients across the Energy value chain. Attractive opportunity for driven individuals with deep sector expertise, a team-oriented approach, and strong knowledge of the full suite of product solutions that can allow clients to achieve their objectives. BMO is the 8th largest bank in North America as measured by assets and BMO Capital Markets is a leading, full-service financial services platform offering corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.

• Participates in deal teams to originate and execute advisory and financing opportunities.
• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Provides regular insight around sector themes for clients and perspective on how clients can respond to changing market conditions.
• Creates financial models to analyze client portfolios and anticipate client needs.
• 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.
• Uses financial analysis to proactively identify opportunities to cross-sell.
• Conducts due diligence (e.g. business model analysis, and comprehensively reviewing industry trends and related regulations).
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Builds effective relationships with internal/external stakeholders.
• Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• 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 a financial analyst level.
• Knowledge of capital markets, investment banking products and applicable regulations.
• Credit analysis experience / understanding.
• 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.

Compensation and Benefits:

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

We're here to help

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 https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.