NY Staffing
Associate, Financial Institutions Group (FIG), Investment Banking
NY Staffing, New York, New York, United States, 10001
Investment Banking Associate
Seeking a highly motivated, experienced Investment Banking Associate to join BMO's Financial Institutions Group (FIG) Investment Banking Coverage team in New York. The ideal candidate will have a minimum of 4 years of relevant experience/exposure to investment banking and a combination of deep industry sector expertise. Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required. Key Qualifications: Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment Detail oriented with strong analytical abilities Deep, sophisticated understanding of accounting and finance Relevant sector experience (e.g., Insurance, Asset Management, and/or Specialty Finance) is highly desired Excellent mathematical, written/verbal communication, and computer skills Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Sound and professional judgement SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Responsibilities: Participates in deal teams to develop, present, and win mandates for new opportunities Creates pitch books for clients with respect to financial solutions and participates in client presentations Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs Reviews and continually monitors performance of existing accounts and client relationships Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations) Supports the execution of strategic initiatives in collaboration with internal and external stakeholders Builds effective relationships with internal/external stakeholders Generates updated financial models/analyses as dictated by business needs and industry requirements Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.) Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts Delivers financial modeling to support strategic recommendations to clients Base Salary $175,000.00 USD. 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.
Seeking a highly motivated, experienced Investment Banking Associate to join BMO's Financial Institutions Group (FIG) Investment Banking Coverage team in New York. The ideal candidate will have a minimum of 4 years of relevant experience/exposure to investment banking and a combination of deep industry sector expertise. Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required. Key Qualifications: Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment Detail oriented with strong analytical abilities Deep, sophisticated understanding of accounting and finance Relevant sector experience (e.g., Insurance, Asset Management, and/or Specialty Finance) is highly desired Excellent mathematical, written/verbal communication, and computer skills Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Sound and professional judgement SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Responsibilities: Participates in deal teams to develop, present, and win mandates for new opportunities Creates pitch books for clients with respect to financial solutions and participates in client presentations Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs Reviews and continually monitors performance of existing accounts and client relationships Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations) Supports the execution of strategic initiatives in collaboration with internal and external stakeholders Builds effective relationships with internal/external stakeholders Generates updated financial models/analyses as dictated by business needs and industry requirements Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.) Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts Delivers financial modeling to support strategic recommendations to clients Base Salary $175,000.00 USD. 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.