Support senior advisors throughout BMO's national footprint.

Travel - 15-25% depending on client need.

Overview:

BMO Corporate Advisory (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. BCA works in close partnership with BMO Commercial Bank's team to bring a truly strategic approach to its banking relationships, supporting companies throughout their lifecycle. BCA’s services broadly support (i) corporate growth options, including buy-side M&A as well as organic growth; (ii) ownership transition, including both partial and full liquidity options, and (iii) a wide range of general corporate finance topics. The team has a broad and diverse skillset, and is comprised of former investment banking, management consulting, corporate development, private equity, and commercial banking professionals.

The Analyst is a key member of deal teams, developing modeling and presentations for clients and prospects of the bank to help them understand and analyze their unique situations and objectives, and collaborating across all BMO Financial Group platforms to deliver creative, comprehensive advice and financial analyses to help meet those objectives. The Analyst will support BCA Senior Advisors with driving revenue opportunities by actively working with Relationship Managers in the commercial bank to ensure the successful positioning of BMO as a valued-added advisor and financing source for strategic transactions. The Analyst will develop and present ideas and materials covering topics such as mergers & acquisitions, valuation, shareholder buyouts, ESOPs, recapitalizations, financial returns on capital as well as capital markets transactions.

Find out more about BCA at https://commercial.bmo.com/en/us/we-can-help/corporate-advisory/

Job Description:

Financial Modeling and Analysis

• Design and manage valuation models including DCF, LBO, comparable companies analysis, precedent transactions analysis, and merger models for live and contemplated M&A transactions.

• Build free cash flow model for purposes of evaluating new credit opportunities and capital structure alternatives.

• Work with team to recommend appropriate capital structure and market-based financing terms in corporate finance situations.

Data Analysis

• Manage data for various initiatives that are crucial to the team.

• Simplify and analyze data to produce a streamlined picture of progress and results for cross-segment initiatives.

Client Support

• Support ongoing advisory relationships with clients and update existing financial models and presentation materials as needed.

• Build new presentation materials for buy-side M&A and other corporate finance advisory engagements.

• Participate in presentation of BMO materials, both internally and externally to clients and prospects.

Job Qualifications:

• An undergraduate degree in finance, economics, accounting or direct work experience in a related field.

• 1-3 years of experience in investment banking, management consulting, commercial banking, or similar field

• Knowledge of capital markets and investment banking products (including, but not limited to mergers & acquisitions, recapitalizations, capital structure, valuation techniques, and private equity markets).

Desired Skills:

• Highly proficient in quantitative analytics, financial modeling, and valuation analysis.

• Basic understanding of credit analysis and risk management concepts.

• Excellent written and oral communication skills.

• Expertise in computer applications including Microsoft Excel and PowerPoint.

• Familiarity with client relationship management software such as Salesforce.

• Strong interpersonal skills within a demanding team environment and in interactions directly with clients.

• Excellent capability to operate independently and proactively service multiple clients.

• Comfort with ambiguity.

• Ability to learn and adapt quickly.

We’re here to help

At BMO Harris Bank 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 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 https://jobs.bmoharris.com

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.

Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank 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.