Capital Markets Associate

Job Description

Middle Market Beverage M&A Associate | BMO U.S.

The Tone:
This is a salaried position with BMO U.S., operating within an integrated Capital Markets platform that leverages a sector ecosystem approach. BMO U.S. prides itself on combining deep industry sector expertise with innovative thinking and a team-based approach to deliver world-class execution across a full suite of financial products. This role is instrumental in collaborating to generate creative, client-focused solutions for both prospective and current clients, supporting the bank’s commitment to strategic initiatives and economic growth.

The TL;DR
• Role: Mid-level
• Type: Salaried

• Team: Capital Markets deal teams within an integrated platform.
• Mission: Generate creative, client-focused financial solutions and support strategic execution for prospective and current clients.

What You’ll Actually Do
• Mandate Generation: Participate in deal teams to develop, present, and win new mandates for business opportunities.
• Client Solutions: Create pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Portfolio Management: Directly manage a diverse portfolio of private and middle market companies, reviewing performance and progressing client responsibility.
• Due Diligence: Conduct comprehensive due diligence, including client visits, business model analysis, and reviewing industry trends and related regulations.
• Financial Analysis: Create and update financial models to analyze client portfolios, anticipate client needs, and identify opportunities for diversification and cross-selling.

The Must-Haves
• Background: An undergraduate degree with academic coursework in finance, economics, or accounting, demonstrating outstanding academic achievement.
• Experience: Typically 4-6 years of relevant experience, including at least 3 years of investment banking or valuation experience at a financial analyst level.
• Skills: Exceptional quantitative analytics, financial modeling, and credit analysis skills, complemented by in-depth verbal & written communication, analytical, and problem-solving abilities.
• Bonus: An MBA degree is preferred.