Bank of Montreal

Associate, Corporate Advisory

Bank of Montreal$69K — $127K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in finance, economics, accounting, or relevant work experience.
  • 2-4 years in investment banking, management consulting, commercial banking, or similar.
  • Strong knowledge of capital markets and financial products involved in M&A and recapitalization.
  • Proficient in quantitative analysis and financial modeling techniques.
  • Excellent written and oral communication skills.

Responsibilities

  • Design and manage advanced valuation models for M&A transactions.
  • Build free cash flow models to assess credit opportunities and capital structures.
  • Support advisory relationships by updating financial models and presentations.
  • Create new presentation materials for buy-side M&A engagements.
  • Participate in the presentation of BMO materials to clients and internal teams.

Benefits

  • Health insurance options available.
  • Tuition reimbursement for further education.
  • Accident and life insurance coverage.
  • Retirement savings plans offered.
  • Performance-based incentives and discretionary bonuses.
Full Job Description

Application Deadline:

08/29/2026

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

Associate, Corporate Advisory-Chicago

The BMO Corporate Advisory team advises commercial banking clients and prospects on buy-side M&A and other corporate finance engagements. The team is comprised of former investment banking, private equity, management consulting, corporate development, and commercial banking professionals and is looking to hire a new Associate.

The Associate will be responsible for providing advanced financial modeling and deal execution support for buy-side M&A and other corporate finance advisory opportunities. The Associate will also develop customized analytics and presentations to support the execution of assignments within the commercial bank.

Job Description:

Financial Modeling and Analysis

  • Design and manage valuation models including DCF, LBO, comparable companies analysis, precedent transactions analysis, and merger models for live and contemplated M&A transactions.
  • Build free cash flow model for purposes of evaluating new credit opportunities and capital structure alternatives.
  • Work with team to recommend appropriate capital structure and market-based financing terms in corporate finance situations.

Client Support

  • Support ongoing advisory relationships with clients and update existing financial models and presentation materials as needed.
  • Build new presentation materials for buy-side M&A and other corporate finance advisory engagements.
  • Participate in presentation of BMO materials, both internally and externally to clients and prospects.

Job Qualifications:

  • An undergraduate degree in finance, economics, accounting or direct work experience in a related field.
  • 2-4 years of experience in investment banking, management consulting, commercial banking, or similar field
  • Knowledge of capital markets and investment banking products (including, but not limited to mergers & acquisitions, recapitalizations, capital structure, valuation techniques, and private equity markets).

Desired Skills:

  • Highly proficient in quantitative analytics, financial modeling, and valuation analysis.
  • Excellent written and oral communication skills.
  • Expertise in computer applications including Microsoft Excel and PowerPoint.
  • Strong interpersonal skills within a demanding team environment and in interactions directly with clients.
  • Excellent capability to operate independently and proactively service multiple clients.

Salary:


$69,000.00 - $127,800.00

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: 

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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