Job Description
Full job description
151 W 42nd Street New York New York,10036
BMO Leveraged Finance sits within the Investment & Corporate Banking Division of BMO Capital Markets and is comprised of two teams – Leveraged Finance Origination and Leveraged Finance Capital Markets. Leveraged Finance focuses on providing comprehensive and innovative financing advice to financial sponsors and non-investment grade issuers across industries. This includes advising clients on optimal capital structure, underwriting financing packages, negotiating terms and documentation, advising on execution considerations and distribution to the institutional syndicated markets or private capital markets. Leveraged Finance offers a mix of products (High Yield bonds, leveraged loans, private credit) which help our clients facilitate Leveraged Buyouts and M&A transactions, repurchase shares, fund shareholder distributions, refinance existing debt, as well as provide them with working capital and liquidity. The Leveraged Finance Group is made up of capital markets, industry specific origination coverage, and private credit advisory. In addition to interacting with corporate and sponsor clients and investment banking, the Leveraged Finance Group works closely with sales and trading and high yield, leveraged loan and private credit investors.
Our New York office is looking for an Associate to join Leveraged Finance Origination
Key Accountabilities
Participates in deal teams to develop, present, and win mandates for new opportunities.
Creates pitch books for financial sponsor and corporate clients with respect to financial solutions and participate in their presentation to clients.
Integral to the execution of transactions, solving complex problems using rigorous analytical techniques, negotiation of legal documentation, leading workstreams and driving deliverables, and regularly presenting to senior executives.
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Conducts due diligence (e.g., client visits, business model analysis, comprehensively reviewing industry trends and related regulations, auditor and legal).
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.
Creates financial models to analyze client portfolios and anticipate client needs.
Analyzes/ assesses industry compilations.
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 (credit, market, operational, legal/compliance, etc.).
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
Delivers financial modeling to support strategic recommendations to clients.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include being adaptable to unique situations.
Broader work or accountabilities may be assigned as needed.
Skills & Qualifications:
Typically between 4 - 6 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 and an outstanding academic achievement.
3+ years of investment banking or valuation experience at a financial analyst level.
Knowledge of capital markets, investment banking products and applicable regulations.
Demonstrates solid deal/transaction execution and/or project management skills.
Exceptional skills in quantitative analytics, financial modeling.
Technical proficiency gained through 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.
Data driven decision making - In-depth.
Base Salary: USD $175,000-225,000 depending on level and experience
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 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 us at https://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, *** (including pregnancy, childbirth, or related medical conditions), ****** orientation, gender identity, gender expression, transgender status, ****** 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 [email protected] 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.
151 W 42nd Street New York New York,10036
BMO Leveraged Finance sits within the Investment & Corporate Banking Division of BMO Capital Markets and is comprised of two teams – Leveraged Finance Origination and Leveraged Finance Capital Markets. Leveraged Finance focuses on providing comprehensive and innovative financing advice to financial sponsors and non-investment grade issuers across industries. This includes advising clients on optimal capital structure, underwriting financing packages, negotiating terms and documentation, advising on execution considerations and distribution to the institutional syndicated markets or private capital markets. Leveraged Finance offers a mix of products (High Yield bonds, leveraged loans, private credit) which help our clients facilitate Leveraged Buyouts and M&A transactions, repurchase shares, fund shareholder distributions, refinance existing debt, as well as provide them with working capital and liquidity. The Leveraged Finance Group is made up of capital markets, industry specific origination coverage, and private credit advisory. In addition to interacting with corporate and sponsor clients and investment banking, the Leveraged Finance Group works closely with sales and trading and high yield, leveraged loan and private credit investors.
Our New York office is looking for an Associate to join Leveraged Finance Origination
Key Accountabilities
Participates in deal teams to develop, present, and win mandates for new opportunities.
Creates pitch books for financial sponsor and corporate clients with respect to financial solutions and participate in their presentation to clients.
Integral to the execution of transactions, solving complex problems using rigorous analytical techniques, negotiation of legal documentation, leading workstreams and driving deliverables, and regularly presenting to senior executives.
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Conducts due diligence (e.g., client visits, business model analysis, comprehensively reviewing industry trends and related regulations, auditor and legal).
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.
Creates financial models to analyze client portfolios and anticipate client needs.
Analyzes/ assesses industry compilations.
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 (credit, market, operational, legal/compliance, etc.).
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
Delivers financial modeling to support strategic recommendations to clients.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include being adaptable to unique situations.
Broader work or accountabilities may be assigned as needed.
Skills & Qualifications:
Typically between 4 - 6 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 and an outstanding academic achievement.
3+ years of investment banking or valuation experience at a financial analyst level.
Knowledge of capital markets, investment banking products and applicable regulations.
Demonstrates solid deal/transaction execution and/or project management skills.
Exceptional skills in quantitative analytics, financial modeling.
Technical proficiency gained through 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.
Data driven decision making - In-depth.
Base Salary: USD $175,000-225,000 depending on level and experience
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 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 us at https://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, *** (including pregnancy, childbirth, or related medical conditions), ****** orientation, gender identity, gender expression, transgender status, ****** 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 [email protected] 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.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Leveraged Finance, Investment Banking - New York position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
