Application Deadline:
11/10/2026
Address:
151 W 42nd Street
Job Family Group:
Capital Mrkts Sales & Service
BMO Capital Markets Corp. seeks a CM VP-IC Investment Banking III to be responsible for executing M&A transactions, including overseeing a team of junior bankers and serving as deal captain throughout the transaction lifecycle. Act as the primary point of contact for clients and support senior leadership in sourcing new M&A opportunities. Create pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitor client, client industry, and regulatory agencies for potential changes that can affect financial performance. Client relationship management across public, private, and middle market companies with progression toward increasing client responsibility. Review and continually monitor performance of existing accounts and client relationships. Conduct due diligence, including client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations. Collaborate with sector coverage partners for clients and prospects to identify and deliver creative, timely solutions. Assist in the development of strategic plans and support the execution of strategic initiatives in collaboration with internal and external stakeholders. Create financial models to analyze proposed transactions and anticipate client needs. Use financial analysis to proactively identify opportunities.
Requirements: Master's degree in Finance, Economics, Accounting, or related field (willing to accept foreign education equivalent) plus three (3) years of experience as an Investment Banker or related occupation, supporting the execution of mergers and acquisitions transactions OR Bachelor's degree in Finance, Economics, Accounting, or related field (willing to accept foreign education equivalent) plus five (5) years of experience as an Investment Banker or related occupation, supporting the execution of mergers and acquisitions transactions. Experience must include (quantitative requirements not applicable to this section): Conducting in-depth financial modeling on behalf of clients for the purpose of Merger and Acquisition advisory; Advising on financial transactions for public companies; Constructing financial models for large, complex organizations and business units; Coordinating day-to-day work produced by peers in the Mergers and Acquisitions group to verify accuracy of information; Creating detailed client presentations regarding potential Merger and Acquisition activity focusing on pro forma financials of combined businesses; Preparing the Board and management teams of external clients for investor meetings; Building detailed discounted cash flow buyout models for both individual business segments and overall businesses to provide detailed analytics on valuation; and Creating bid continuums and merger models to provide pro forma financials to stakeholders. Hybrid position (1 day remote).
The salary for this specific position in New York, NY is $260,000 per year.
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
