Associate, Investment Banking (Financial Sponsors Group)

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

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO 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 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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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