Full-Time

Associate Mergers & Acquisitions

Investment Banking

Confirmed live in the last 24 hours

Deadline 6/27/25
Bank of Montreal

Bank of Montreal

10,001+ employees

Diversified financial services provider in North America

Compensation Overview

$175k - $200k/yr

+ Commission + Performance-based incentives

Mid

New York, NY, USA

Category
Investment Banking
Finance & Banking
Required Skills
Data Analysis
Investment Banking
Financial Modeling
Requirements
  • 3+ years of relevant experience/exposure to investment banking
  • An undergraduate degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement
  • MBA degree preferred
  • Highly motivated, with a strong work ethic and the ability to thrive in a fast-paced, dynamic environment
  • Detail oriented with strong analytical abilities
  • Deep, sophisticated understanding of accounting and finance
  • Excellent mathematical, writing, verbal and computer skills
  • Ability to manage expectations of senior bankers while working on multiple projects simultaneously
  • Effective leadership and coaching skills
  • Sound judgement
  • Commitment to satisfying internal and external customers
Responsibilities
  • Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics
  • Identify improvements to processes and propose solutions to complete tasks more efficiently
  • Build effective relationships with internal/external stakeholders
  • Support deal teams in development, presentation, and winning mandates
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders
  • Research and analyze company and industry financial and operating information
  • Provide direction and feedback to Analysts; accountable for development and mentoring of Analysts
  • Work mostly independently
Desired Qualifications
  • MBA degree preferred

BMO Financial Group provides a variety of banking services to individuals, businesses, and public sector clients primarily in Canada and the United States. Their offerings include personal banking products like savings accounts, mortgages, and personal loans, as well as specialized services for businesses such as commercial loans and treasury management. BMO also operates in capital markets, providing investment banking and trading services. What sets BMO apart from its competitors is its focus on tailoring financial solutions to meet the specific needs of different industries, including agriculture, technology, and real estate. The company's goal is to deliver comprehensive financial services that support the diverse needs of its clients while generating revenue through interest, fees, and investment services.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1988

Simplify Jobs

Simplify's Take

What believers are saying

  • BMO's $625M Burgundy acquisition adds $27B AUM, boosting wealth management capabilities.
  • The $130M credit facility for HostPapa highlights BMO's support for tech and SaaS growth.
  • Issuing $1.25B in subordinated notes strengthens BMO's capital base for future expansion.

What critics are saying

  • Integration challenges from Burgundy acquisition may lead to potential client attrition.
  • Fintech innovations could erode BMO's market share in personal and business banking.
  • Economic uncertainty in North America may impact BMO's commercial banking revenue.

What makes Bank of Montreal unique

  • BMO offers tailored financial services across diverse sectors, including agriculture and technology.
  • The acquisition of Burgundy Asset Management enhances BMO's ultra-high-net-worth client services.
  • BMO's strong presence in North America supports its diversified financial services model.

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Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

401(k) Retirement Plan

Professional Development Budget

Hybrid Work Options

Company News

Stock Titan
Jun 19th, 2025
BMO's $625M Burgundy Acquisition Adds $27B AUM to Ultra-High-Net-Worth Business

BMO expands wealth management reach with Burgundy acquisition, adding $27B in assets under management. Strategic move strengthens high-net-worth services. Get details.

Benzinga
Jun 16th, 2025
Industrial Logistics Properties Trust Prices $1.16 Billion Fixed Rate Mortgage Financing - Ind Logistics Props Tr (NASDAQ:ILPT), RMR Gr (NASDAQ:RMR)

Financing Proceeds Plus $75 Million of Cash on Hand Will Be Used to Repay $1.235 Billion of Floating Rate Mortgage Debt Industrial Logistics Properties Trust (NASDAQ:ILPT) today announced that it has priced $1.16

PRWeb
Jun 3rd, 2025
HostPapa Secures $130M Credit Facility

HostPapa, Inc. announced the closing of a $130 million senior secured credit facility led by BMO, with participation from TD, RBC, Citibank, and BDC. This facility replaces the previous one from TD and includes an uncommitted accordion option for additional capital. The funds will accelerate HostPapa's SaaS expansion, innovation, and acquisition strategy, supporting its vision to enhance customer lifecycle solutions. CEO Jamie Opalchuk highlighted the strong confidence from financial institutions.

Yahoo Finance
May 15th, 2025
SIR CORP. ANNOUNCES CREDIT AGREEMENT WITH NEW SENIOR LENDERS

SIR Corp. ("SIR"), which has several agreements and interests related to SIR Royalty Income Fund (the "Fund") (TSX: SRV.UN), announced today that it has entered into a credit agreement (the "Credit Agreement") with new senior lenders to refinance its current credit facility. A copy of the Credit Agreement will be filed on SEDAR+ under the Fund's profile.

Newswire
Feb 26th, 2025
Bank of Montreal Announces Subordinated Notes Issue

/CNW/ - Bank of Montreal (TSX: BMO) (NYSE: BMO) today announced a domestic public offering of $1.25 billion of subordinated notes (Non-Viability Contingent...