BMO Financial Group Jobs

Mobile bmo Logo

Job Information

BMO Financial Group Investment Banking Associate, Healthcare in New York, New York


The Associate is responsible for efficient, support of the development of pitches for new client capital markets opportunities and performing high level financial modeling and analysis. The Associate will conduct continuous monitoring of multiple client portfolios and their performance in a proactive and independent manner. As part of an ongoing team approach to best serve and manage client portfolios, the Associate will be accountable for identifying and recommending related ancillary investment and corporate banking products to clients. Associates coach and mentor analysts in pitch development and financial analysis.

Business Development and Client Relationship Management

  • Successful Associates will develop strategic dialog with clients and play a central role in all aspects of client development and transaction execution

  • Responsible for efficiently supporting the development of pitches, financial models, and analyses for new and existing capital markets clients

  • Create, maintain, and review pitch books and presentations outlining proposed financial and advisory solutions

  • Monitor clients, industry sources, and regulatory agencies for potential changes which may affect a client’s portfolio and business needs

  • Review and continually monitor performance of existing and prospective clients

  • Conduct due diligence that includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations

  • Manage project and deal execution by interacting with clients, product partners, transaction counterparties, and senior deal team members

  • Identify new investment banking opportunities and initiatives

Financial Modeling and Analysis

  • Create financial models for use in analyzing M&A and/or financing opportunities

  • Utilize financial analysis to proactively identify opportunities to cross-sell

  • Generate updated financial models/ analyses as business needs and industry requirements dictate

  • Develop and manage transaction and market comps, to support valuation and credit analysis.

Partnership Efforts

  • Able to work efficiently with small team (MD, VP, Analyst) and meet tight deadlines

  • Participate in deal teams to develop, present and win mandates for new opportunities

  • Partner with deal team and product specialists staff for accurate, detailed client information

  • Coach and mentor individuals in the Analyst role



  • An undergraduate degree with academic coursework in finance, economics, or accounting, and a demonstrated record of outstanding academic achievement.

  • MBA degree and/or 2 years of investment banking, M&A, Leveraged Finance, or Credit experience.

  • Healthcare investment banking preferred

  • Exceptional written and verbal communication, with a specific ability to communicate concepts and ideas clearly and concisely.

  • Exceptional financial modeling, valuation, and analytical skills.

  • Desire and ability to work in a fast-paced, team-oriented environment which requires the handling of multiple projects amongst different deal teams.


  • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.

  • Ability to work under limited supervision.

  • Ability to learn and adapt quickly.

  • Ability to review, assess, and provide detailed information daily.

  • Excellent capability to independently and proactively service multiple clients.

We're here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank 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 .

BMO Harris Bank 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 Harris Bank N.A. 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.


Job Field:

Investment Banking

Job Schedule:


Primary Location:

United States-New York-New York