Investment Banking Analyst — Critical Minerals and Metals

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Global Critical Minerals and Metals supply chains are emerging as a core chokepoint for the future of the global economy, in particular as it relates to the future of energy and electrification, the physical deployment of AI data centers, robotics, and space.  These projects face complex geopolitical dynamics, stringent customer qualification requirements, and evolving project and technological timelines that make crowding together the right financing plans an entirely bespoke service.

For decades, BMO Capital Markets has been home to the largest Metals and Mining Investment Banking group by both transaction count and volume.  That same group is now expanding into Miami to create a dedicated center of excellence related to Critical Minerals and Metals.  This group will lead the bank’s engagement with critical minerals and metals project owners, governments, investors and seek to activate the full breadth of BMO Financial Group in delivering solutions for clients.  It will do so in close coordination with the Bank’s existing offices in New York, Toronto, London, Vancouver, Perth and Melbourne. 

Interested applicants should have a strong interest in the intersection of the physical and digital economies.  Backgrounds in critical minerals or metals supply chains, geology, mining engineering, finance and public policy are all welcome.  The Group is looking for applicants who are interested to be a part of building a new office and platform that can form the basis for their own long-term careers in finance.  The business has a strong global pipeline, with a particular focus on M&A advisory and bespoke equity and debt capital raising. 

Qualified applicants will have an opportunity to meet with members of the global team.  The role is based in Miami and there is an expectation of regular domestic and international travel and daily engagement with the firm’s global offices.  Training and orientation will be provided for 4-8 weeks in Toronto.  Positive attitude and entrepreneurial spirit are pre-requisite.  This is a rare opportunity to build a career in Investment Banking in South Florida at an elite platform as it relates to the Metals & Mining sector.  We expect a high volume of applicants and intend to move quickly to establish the business. 

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.

Collaborates to generate creative, client-focused solutions to prospective and current clients.

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information.
• Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.
• Creates statistical exhibits and financial performance trend analysis for client presentations.
• Prepares industry compilations.
• Completes quality reports/analyses.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Delivers financial modeling to support strategic recommendations to clients.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• Typically, between 3 - 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 with outstanding academic achievement.
• Financial analysis training and experience.
• 0 - 3 years of successive relevant experience within investment and/or corporate banking.
• Shows initiative, prioritizes work, multi-tasks effectively.
• Highly skilled in building complex financial models.
• Expertise in using financial computer applications and database management tools.
• Skilled in creating statistical presentations.
• Creative, insightful, and resourceful.
• Strong interpersonal skills within a demanding team environment.
• Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
• Works independently within a team environment.
• Specialized knowledge from 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.

The salary range for this role is $110,000 up to $135,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

Salary:

Pay Type:

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