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BMO Financial Group Analyst/Associate, Investment Banking NYC in New York, New York

Overview

The Debt Capital Markets Team within BMO Capital Markets is looking for an Analyst or Associate to work on the origination and execution of Liability Management transactions for investment grade and high yield fixed income issuers. As part of a growing platform, the Analyst or Associate will assist senior level Liability Management and Debt Capital Markets bankers in providing debt advisory and liability management solutions to corporate clients.

Responsibilities

  • Assess clients' liability management objectives, and help generate strategic solutions and facilitate decision making processes using broad understanding of Corporate Finance, Accounting and Debt Capital Markets

  • Conceptualize and build client presentations, and prepare and distribute market commentary of Liability Management deals

  • Maintain Liability Management database and distribute new related deal information

  • Build and maintain bespoke Liability Management models and improve existing analytical tools

  • Interface with Debt Capital Markets teams on the design, proposal and execution of various Liability Management strategies and support on-going client dialogue and marketing efforts

  • Prepare sales memos for BMO’s fixed income salesforce and traders in anticipation of live Liability Management transactions

  • Interface with clients' treasury and corporate finance staff, as well as legal counsel and co-dealer managers during execution of transactions

Qualifications

  • Prior relevant fixed income experience strongly desired

  • Series 7, 79 & 63 desired

  • Strong experience with Excel, Bloomberg, PowerPoint, Word required

  • Strong quantitative modelling skills and attention to detail

  • Analytical and fluid with numbers and mathematical and statistical concepts. Able to understand and deconstruct capital structures

  • Strong understanding of corporate finance, financial markets and corporate tax fundamentals

  • Relevant Accounting, Economics, Finance and Mathematic courses as well as skills and concepts desired

  • Broad understanding of fixed income public security pricing methodologies desired

  • Experience with Fixed Income documentation, including related execution and debt covenant considerations

  • Problem solving mindset and team player with desire to add value and contribute. Able to prioritize work and multi-task responsibilities, including working for multiple people

  • Reliable, ambitious, motivated, and hard-working with the passion to learn and excel in a demanding role

  • Excellent oral and written communication and presentation skills

Salary Range

$90,000-110,000 USD

Compensation and Benefits:

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

We’re here to help

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 committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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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