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As an Investment Banking Associate at BMO Capital Markets, you will gain hands-on experience in deal execution and play a key role in developing client relationships. You will gain valuable exposure to a wide number of industries and work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include:
A. Business Development and Client Relationship Management
Preparing pitch books to support your sector's ongoing business development initiatives
Conducting business, industry and capital markets research
Generating corporate finance ideas and strategies
Monitor client, client industry, market information and regulatory agencies for potential changes which may affect client's business needs
Assist to manage a diverse portfolio of companies with progression toward increasing client responsibility
Assist to review and continually monitor performance of existing accounts and client relationships
Identify new areas of investment/ banking opportunities to diversify client portfolios
B. Financial Modeling and Analysis
Running valuation analyses
Performing complex financial modeling
Overseeing deliverables and managing processes of team to ensure delivery of high quality, client ready materials
Ensuring that all material is accurate and complete
C. Partnership Efforts
Participate on a wide variety of client transaction teams and work with senior members of the teams on merger & acquisition, public underwritings, and other advisory engagement
Participate in deal teams to develop, present and win mandates for new opportunities
Assisting with the training and development of junior team members
KNOWLEDGE AND SKILLS:
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement and peer recognition
MBA degree preferred
3+ years of investment banking or equivalent experience conducting financial analysis / corporate development
Expertise in financial and computer applications
Knowledge of capital markets, investment banking products and applicable regulations.
Credit analysis experience/ understanding
Good knowledge of the organizational lending and portfolio management policies and objectives
Knowledge of the global resources sectors will be a plus
Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
Highly developed written and oral communication skills, good command of both English and Mandarin (written in both)
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet
Proficiency in project management: ability to delegate tasks, provide direction and feedback, and thoroughly review the work of others
Sophisticated interpersonal skills utilized within a team environment and in client interaction
Strong work ethic and a high level of professional integrity
Ability to work under limited supervision and pressure
Ability to learn and adapt quickly
Ability to review, assesses, and provides detailed information daily
Excellent capability to independently and proactively service multiple clients
Exceptional leadership in community, athletic and extracurricular activities