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Investment Banking Associate, Healthcare

Company: Bank of Montreal
Location: New York
Posted on: February 26, 2021

Job Description:

New York, NY, USA Address:3 Times SquareJob Family Group:Capital Mrkts Sales & ServiceThe Associate is responsible for efficient, support of the development of--pitches for new client capital markets opportunities and performing high level financial modeling and analysis. The Associate will conduct continuous monitoring of multiple client portfolios and their performance in a proactive and independent manner. As part of an ongoing team approach to best serve and manage client portfolios, the Associate will be accountable for identifying and recommending related ancillary investment and corporate banking products to clients. Associates coach and mentor analysts in pitch development and financial analysis.Business Development and Client Relationship Management

  • Successful Associates will develop strategic dialog with clients and play a central role in all aspects of client development and transaction execution.
  • Responsible for efficiently supporting the development of pitches, financial models, and analyses for new and existing capital markets clients.
  • Create, maintain, and review pitch books and presentations outlining proposed financial and advisory solutions.
  • Monitor clients, industry sources, and regulatory agencies for potential changes which may affect a client's portfolio and business needs.
  • Review and continually monitor performance of existing and prospective clients
  • Conduct due diligence that includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
  • Manage project and deal execution by interacting with clients, product partners, transaction counterparties, and senior deal team members.
  • Identify new investment banking opportunities and initiatives.
    --Financial Modeling and Analysis
    • Create financial models for use in analyzing M&A and/or financing opportunities.
    • Utilize financial analysis to proactively identify opportunities to cross-sell.
    • Generate updated financial models/ analyses as business needs and industry requirements dictate.
    • Develop and manage transaction and market comps, to support valuation and credit analysis.--Partnership Efforts
      • Able to work efficiently with small team (MD, VP, Analyst) and meet tight deadlines
      • Participate in deal teams to develop, present and win mandates for new opportunities.
      • Partner with deal team and product specialists staff for accurate, detailed client information.
      • Coach and mentor individuals in the Analyst role.Knowledge:
        • An undergraduate degree with academic coursework in finance, economics, or accounting, and a demonstrated record of outstanding academic achievement.
        • MBA degree and/or 2+ years of investment banking, M&A, Leveraged Finance, or Credit experience.
        • Healthcare investment banking preferred
        • Exceptional written and verbal communication, with a specific ability to communicate concepts and ideas clearly and concisely.
        • Exceptional financial modeling, valuation, and analytical skills.
        • Desire and ability to work in a fast-paced, team-oriented environment which requires the handling of multiple projects amongst different deal teams.Skills:
          • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.
          • Ability to work under limited supervision.
          • Ability to learn and adapt quickly.
          • Ability to review, assess, and provide detailed information daily.
          • Excellent capability to independently and proactively service multiple clients.We're here to helpAt BMO Harris Bank 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 Harris Bank 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 .BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Full time R200015633 About Us BMO Financial Group

            Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.

            We serve Canadian clients through BMO Bank of Montreal--, our personal and commercial banking business, BMO Nesbitt Burns--*, one of Canada's leading wealth management firms, and BMO Capital Markets---, our North American investment and corporate banking division.

            In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets---, our North American investment and corporate banking division.

            We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

Keywords: Bank of Montreal, New York , Investment Banking Associate, Healthcare, Accounting, Auditing , New York, New York

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