Associate, Regional Investment Banking

Overview

Application Deadline : 11 / 27 / 2025

Address : 320 S Canal Street

Job Family Group : Capital Mrkts Sales & Service

Provides a combination of deep industry sector knowledge across a broad array of sub sectors within Industrials, FCR, FIG, Tech, & Healthcare, 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.

This role is within our Regional Investment Banking team, HQd out of Chicago with the mandate of covering commercial banking clients / prospects across our core regions from an investment banking standpoint including M&A, Leveraged Finance, ECM, DCM, & Private Capital raising activities.

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

Responsibilities

• 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. Internal partners include Commercial Banking, IB Industry teams, & IB Product Teams
• Ensures alignment between stakeholders.
• Researches and analyzes company and industry financial and operating information across middle market & mid‑cap companies including privately held & public corporates
• 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 to address public comps, precedent transactions, & key sector themes across a myriad of sectors leveraging some off‑the‑shelf content & newly created RIB content
• 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 independently & well within our team & across other teams
• Broader work or accountabilities may be assigned as needed.

Qualifications

Salary and Compensation

Expected Base : $175,000.00 USD Annual

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.

Benefits

To view more details of our benefits, please visit https : / / jobs.bmo.com / global / en / Total-Rewards

About Us

At BMO 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 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 http : / / jobs.bmo.com / us / en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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