Associate, Investment Banking, Equity-Linked Capital Markets
BMO U.S.
•
New York, NY
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0
0
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Not Applicable
Posted April 4, 2026
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Responsibilities
On the Equity-Linked Capital Markets team at BMO U.S., you’ll provide sector-focused capital markets solutions across the full equity-linked product suite, including convertibles and derivatives, by contributing deep industry analysis, financial modeling, and pricing expertise. You will help originate and execute transactions by creating and presenting pitch materials, supporting deal teams, conducting due diligence, monitoring clients and markets, and proactively identifying cross-sell and portfolio diversification opportunities while managing risk, compliance, and client relationships across a diverse portfolio. You’ll collaborate with internal and external stakeholders, develop relationships with buyside and corporate clients, mentor Analysts, and drive process improvements and strategic initiatives while working independently on complex, sometimes unique, assignments.
Commitments
BMO U.S. indicates that broader responsibilities may be assigned and that part-time salaries are pro-rated, and provides information on its career site for more details. The company commits to considering applicants with criminal histories consistent with applicable law and to providing reasonable accommodations for individuals with disabilities during the employment process via a dedicated support email. BMO also clarifies that it does not accept unsolicited resumes from recruiters and will not pay related fees unless a valid, written agency agreement is in place.
Responsibilities
- Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite 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.
- Participates in deal teams to develop, present, and win mandates for new opportunities.
- Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
- Assist in preparing origination / marketing materials to pitch new transaction ideas to clients.
- You will be involved in the Equity-Linked Capital Markets coverage effort for a variety of corporate clients across industries and countries
- Understand the pricing of various convertible and derivative structures and help with the development of analysis tools
- Utilize financial analysis to proactively identify opportunities to cross-sell
- Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
- Initiates contact with partners for new client sales.
- Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
- Reviews and continually monitors performance of existing accounts and client relationships.
- Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
- Identifies opportunities to diversify client portfolios.
- Identifies opportunities for increased efficiency and improved service to internal and external clients.
- Provides analytical findings to deal teams.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Uses financial analysis to proactively identify opportunities to cross-sell.
- Generates updated financial models / analyses as dictated by business needs and industry requirements.
- Analyzes/ assesses industry compilations.
- Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
- Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
- Provides feedback on, and supports continuous improvement opportunities.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
- Delivers financial modeling to support strategic recommendations to clients.
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Development of relationships with buyside
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Commitments
Broader work or accountabilities may be assigned as needed.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
To find out more visit us at https://jobs.bmo.com/us/en
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.
Not Met Priorities
What still needs stronger evidence
Requirements
- Typically between 2 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- 2+ 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.
- Derivatives background/experience helpful
- Good knowledge of the organizational portfolio management policies and objectives.
- Demonstrates solid deal/transaction execution and/or project management skills.
- Exceptional skills in 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.
- Ability to work independently and to take initiatives
- Ability to work within a team in a fast-moving, results-driven environment
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
Preferred Skills
- Derivatives background/experience helpful
- Exceptional skills in 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.
Education
- (Not required) – Typically between 2 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- (Not required) – An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across full equity-linked product suite 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.
Participates in deal teams to develop, present, and win mandates for new opportunities.
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Assist in preparing origination / marketing materials to pitch new transaction ideas to clients. You will be involved in the Equity-Linked Capital Markets coverage effort for a variety of corporate clients across industries and countries
Understand the pricing of various convertible and derivative structures and help with the development of analysis tools
Utilize financial analysis to proactively identify opportunities to cross-sell
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Initiates contact with partners for new client sales.
Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
Reviews and continually monitors performance of existing accounts and client relationships.
Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
Identifies opportunities to diversify client portfolios.
Identifies opportunities for increased efficiency and improved service to internal and external clients.
Provides analytical findings to deal teams.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Uses financial analysis to proactively identify opportunities to cross-sell.
Generates updated financial models / analyses as dictated by business needs and industry requirements.
Analyzes/ assesses industry compilations.
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Development of relationships with buyside
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications:
Typically between 2 - 5 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+ 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.
Derivatives background/experience helpful
Good knowledge of the organizational portfolio management policies and objectives.
Demonstrates solid deal/transaction execution and/or project management skills.
Exceptional skills in 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.
Ability to work independently and to take initiatives
Ability to work within a team in a fast-moving, results-driven environment
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
The salary range for this role is $175,000.00 up to $225,000.00 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
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 https://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.
Collaborates to generate creative, client-focused solutions to prospective and current clients.
Participates in deal teams to develop, present, and win mandates for new opportunities.
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Assist in preparing origination / marketing materials to pitch new transaction ideas to clients. You will be involved in the Equity-Linked Capital Markets coverage effort for a variety of corporate clients across industries and countries
Understand the pricing of various convertible and derivative structures and help with the development of analysis tools
Utilize financial analysis to proactively identify opportunities to cross-sell
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Initiates contact with partners for new client sales.
Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
Reviews and continually monitors performance of existing accounts and client relationships.
Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
Identifies opportunities to diversify client portfolios.
Identifies opportunities for increased efficiency and improved service to internal and external clients.
Provides analytical findings to deal teams.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Uses financial analysis to proactively identify opportunities to cross-sell.
Generates updated financial models / analyses as dictated by business needs and industry requirements.
Analyzes/ assesses industry compilations.
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Development of relationships with buyside
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications:
Typically between 2 - 5 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+ 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.
Derivatives background/experience helpful
Good knowledge of the organizational portfolio management policies and objectives.
Demonstrates solid deal/transaction execution and/or project management skills.
Exceptional skills in 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.
Ability to work independently and to take initiatives
Ability to work within a team in a fast-moving, results-driven environment
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
The salary range for this role is $175,000.00 up to $225,000.00 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
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 https://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.