Bank of Montreal

Associate, Investment Banking

Bank of Montreal$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years investment banking or similar role experience with substantial financial analysis.
  • Undergraduate degree in finance, economics, or accounting with notable academic performance.
  • Strong financial modeling skills, particularly in M&A and leveraged finance contexts.
  • Demonstrated healthcare industry knowledge; prior experience is advantageous.
  • Excellent analytical skills and problem-solving abilities.
  • Capable of handling multiple projects under strict deadlines in a fast-paced setting.
  • Proficient written and verbal communication skills for senior-level presentations.
  • High attention to detail, a solid work ethic, and a collaborative team spirit.

Responsibilities

  • Support execution of M&A, equity and debt financings, and strategic advisory assignments in healthcare.
  • Build and review detailed financial models and valuation analyses.
  • Prepare and coordinate client and management presentations, pitch books, and board materials.
  • Draft and review transaction-related documents in collaboration with capital markets partners.
  • Conduct comprehensive analysis within healthcare subsectors including health-tech and life sciences.
  • Manage execution workstreams, including due diligence coordination and data room management.
  • Mentor Analysts and ensure high-quality work product and consistency.
  • Collaborate with senior bankers on client coverage and relationship management.

Benefits

  • Health insurance coverage.
  • Tuition reimbursement program.
  • Accident and life insurance.
  • Retirement savings plans with employer contribution.
  • Performance-based incentives and discretionary bonuses.
Full Job Description
Application Deadline:

07/16/2026

Address:
151 W 42nd Street

Job Family Group:
Capital Mrkts Sales & Service

Role Overview

BMO Capital Markets is seeking a highly motivated Investment Banking Associate to join its Healthcare Investment Banking team in New York. The Associate will play a critical role in the execution of M&A, capital markets, and strategic advisory transactions across the healthcare sector, working closely with senior bankers and product partners on complex, high-impact mandates. The Healthcare group advises clients across healthcare services, health-tech and digital health, medical technology, and life sciences & biopharma, providing a full suite of M&A and financing solutions.
  • Support the execution of buy-side and sell-side M&A, equity and debt financings, leveraged buyouts, and strategic advisory assignments within the healthcare sector
  • Build and review detailed financial models, including operating models, valuation analyses (public comps, precedent transactions, DCF analysis), LBO models, and pro forma capitalization structures
  • Prepare and coordinate client presentations, pitch books, management presentations, information memoranda, and board materials
  • Draft and review transaction-related materials, including credit memos, committee materials, and diligence summaries, in coordination with capital markets and product partners
  • Conduct in-depth industry, company, and financial analysis across healthcare subsectors such as healthcare services, health-tech, medical technology, and life sciences
  • Manage execution workstreams, including due diligence coordination, data room management, and interaction with legal, accounting, and other advisors
  • Mentor and review work product of Analysts, ensuring accuracy, consistency, and high-quality output
  • Work closely with senior bankers to support client coverage, idea generation, and ongoing relationship management


Qualifications
  • 2-5 years of experience in investment banking or a closely related field with significant financial analysis and transaction exposure.
  • An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
  • Strong financial modeling and valuation skills, including experience with M&A and leveraged finance structures
  • Demonstrated interest in and understanding of the healthcare industry; prior healthcare experience is a plus
  • Excellent analytical, quantitative, and problem-solving skills
  • Ability to manage multiple workstreams under tight deadlines in a fast-paced environment
  • Strong written and verbal communication skills, with the ability to present clearly to senior bankers and clients
  • High attention to detail, strong work ethic, and a collaborative, team-oriented mindset


Please note the base salary for this role is $175,000 -$225,000 USD

Salary:

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

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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