Investment Banking Associate-M&A

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions (“M&A”) advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has approximately 2,400 professionals in 30 locations around the world, including 16 offices in North America.

BMO Capital Markets is seeking a qualified Associate to join the M&A advisory team located in the Chicago office.

The M&A Associate is responsible for efficiently supporting and assisting clients and internal deal teams with a variety of investment banking services, activities, and transactions. The M&A Associate is critical in assisting with the leadership of live engagements as well as supporting new business development, with key responsibilities including:

Executing public or private domestic / cross-border M&A transactions on both the buy-side and sell-side
Participating in internal and client meetings throughout the deal process as necessary
Coordinating transaction execution and performing business due diligence, including client visits, analysis of business models, and comprehensive review of industry trends and related regulations
Leading preparation of all M&A marketing materials (including pitches, confidential presentations, management presentations, process updates, bid summaries, etc.) and other client presentations as needed
Assisting in the formulation of buyer/investor lists for sell-side M&A mandates
Overseeing the construction and maintenance of detailed financial models to form company valuations and analyze historical and projected financial information to support due diligence throughout the M&A process
Developing strategic alternatives analyses and presentations for buy-side M&A mandates
Assisting in the development of strategic advice and defense tactics for clients involved in or preparing for shareholder activism campaigns
Building relationships and maintaining direct contact with current and prospective clients
Managing, supervising, and coaching junior banking team members

Qualifications

Required Skills and Qualifications

One to two years of Associate-level investment banking experience
Proven ability to manage transaction processes
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
Extensive knowledge of capital markets, investment banking, and M&A advisory services and applicable regulations
Highly developed written and oral communication skills
Expertise in financial computer applications and database management tools including MS Excel and other Microsoft Office products
Exceptional skills in quantitative analytics and financial modeling
Strong interpersonal skills used within a demanding team environment and in client interaction
Ability to work under limited supervision
Ability to learn and adapt quickly, solve complex problems, and think creatively to drive optimal client outcomes
Ability to review, assess, and provide detailed information daily
Excellent capability to independently and proactively service multiple clients
Series 79 & 63 licenses