Investment Banking Associate

BMO U.S.

. Participate in deal teams to develop, present, and win mandates for new opportunities .

Posted 9/18/2026full-timeNew York City • California • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, credit analysis, and investment banking, with a strong ability to manage client portfolios and deliver strategic recommendations. Proven track record in stakeholder relationship management and compliance with regulatory standards.

Highest-signal resume keywords

Financial ModelingCredit AnalysisInvestment Banking ExperienceQuantitative AnalyticsStakeholder Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCredit AnalysisQuantitative AnalyticsDeal ExecutionProject ManagementRegulatory CompliancePortfolio ManagementDue DiligenceBusiness Model AnalysisData Analysis

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingInfluence

Tools & Technologies

Financial Computer ApplicationsDatabase Management Tools

Certifications & Qualifications

MBA Degree Preferred

Industry Keywords

Capital MarketsInvestment Banking ProductsOrganizational Portfolio ManagementRegulatory AgenciesClient Presentations

About the role

Key responsibilities & impact

Participate in deal teams to develop, present, and win mandates for new opportunities
Create pitch books for clients regarding financial solutions and participate in client presentations
Monitor clients, industries, and regulatory agencies for changes affecting client portfolios and business needs
Initiate contact with partners for new client sales
Manage a diverse portfolio of private and middle-market companies, progressing toward increased client responsibility
Review and monitor existing account and client relationship performance
Conduct due diligence, including client visits, business model analysis, industry trends, and regulations
Identify opportunities to diversify client portfolios and cross-sell
Identify efficiency and service improvements for internal and external clients
Provide analytical findings to deal teams
Support strategic initiatives with internal and external stakeholders
Build effective stakeholder relationships and ensure stakeholder alignment
Create and update financial models and analyses to analyze client portfolios and anticipate client needs
Analyze and assess industry compilations
Complete or lead technical and financial reports and analyses supporting client deliverables
Understand transaction complexity and related credit, market, operational, legal, and compliance risks
Integrate information from multiple sources to improve processes, analysis, and reporting
Provide direction and feedback to Analysts and support their development and mentoring
Deliver financial modeling supporting strategic client recommendations
Apply risk management, internal controls, compliance, policies, laws, and regulations in day-to-day activities
Exercise judgment to diagnose and solve complex problems independently
Take measured risks while protecting the bank and aligning decisions with business strategy and risk appetite

Requirements

What you’ll need

Typically between 4–6 years of relevant experience
Post-secondary degree in a related field of study or an equivalent combination of education and experience
Undergraduate degree with academic coursework in finance, economics, or accounting
Outstanding academic achievement
MBA degree preferred
3+ years of investment banking or valuation experience at a financial analyst level
Knowledge of capital markets, investment banking products, and applicable regulations
Credit analysis experience/understanding
Knowledge of organizational portfolio management policies and objectives
Solid deal/transaction execution and/or project management skills
Exceptional quantitative analytics, financial modeling, and credit analysis skills
Expertise in financial computer applications and database management tools
Technical proficiency gained through education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Reasonable accommodations for individuals with disabilities