Associate, Investment Banking (Financial Sponsors Group) at BMO Capital Markets Corp. — New York, NY

Application Deadline:

07/21/2026

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

Provides a combination of deep Financial Sponsors sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients including private equity firms, alternative asset managers and their portfolio companies.

• Takes an active role in deal teams to develop, present, and win mandates for new opportunities across sponsor clients and their portfolio companies.
• Plays a key leadership role in executing live transactions alongside industry & product partners, including M&A Advisory, Leveraged Finance, ECM, and other product offerings.
• Builds and maintains effective relationships with sponsor clients, portfolio company management teams and internal stakeholders.
• Creates sponsor pitch books and marketing materials and participates in client discussions and presentations.
• Supports the development and management of sponsor relationships by monitoring investment activity, portfolio developments, fundraising activity, and strategic priorities.
• Identifies opportunities across sponsor portfolios and investment themes to generate new business opportunities.
• Maintains knowledge of sponsor ownership structures, portfolio companies, investment criteria and transaction activity.
• Supports evaluation and execution of strategic, financing and M&A opportunities across sponsor-backed portfolio companies.
• Develops financial models, valuation analyses and transaction materials to support client coverage and execution activities.
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
• Exercises judgment to identify, diagnose, and solve problems.
• Works independently on a range of complex tasks, which may include unique situations.
• Adheres to all policies & procedures and considers risk, internal controls and compliance as part of day-to-day accountabilities.

Qualifications

• Typically, between 3 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• 2-3+ years of investment banking, leveraged finance, valuation, corporate finance or related transaction experience
• Knowledge of capital markets, investment banking products and applicable regulations.
• Understanding of private equity business models, sponsor-backed transactions and leveraged finance markets.
• Demonstrates solid deal/transaction execution and/or project management skills.
• Experience supporting M&A, leveraged finance, acquisition financing, recapitalization or other strategic transactions preferred.
• Exceptional skills in quantitative analytics, financial modeling and/or credit analysis skills.
• Expertise in financial computer applications and database management tools.
• Technical proficiency gained through education and/or business experience.
• Strong verbal & written communication skills.
• Excellent collaborator & team player.

Please note the base salary for this role is $175,000.00 USD.

Salary

Pay Type:

Salaried

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