Director, Corporate Advisory - job 1 of 2

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The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank.  BCA works in close partnership with BMO’s commercial banking team to bring a truly strategic approach to its banking relationships, supporting companies throughout their lifecycle.  BCA’s services broadly support (i) corporate growth options, including inorganic and organic growth; (ii) education on ownership transitions, including both partial and full liquidity options, (iii) ESOP-owned companies, and (iv) a wide range of general corporate finance topics.  The team has a broad and diverse skillset, and is comprised of former investment banking, management consulting, corporate development, private equity and commercial banking professionals.

The Director is a key leader on deal teams, meeting with clients and prospects of the bank to understand their unique situations and objectives and collaborating across all BMO Financial Group platforms to deliver creative, comprehensive advice and financial analyses to help meet those objectives.  As a corporate finance and transaction structuring expert, the Director will assist in driving revenue opportunities by actively working with Relationship Managers in the commercial bank to ensure the successful positioning of BMO as a valued-added advisor and financing source for strategic transactions.  The Director will lead in developing and presenting ideas and materials covering topics such as mergers & acquisitions, valuation, shareholder buyouts, ESOPs, recapitalizations, financial returns on capital as well as capital markets transactions.  Responsibilities will also include mentoring and developing junior members of the team, presenting at events and conferences, developing thought leadership pieces, collaborating with team members to develop and drive new initiatives as well as collaborating closely with other constituents across the bank.

Find out more about BCA at https://commercial.bmo.com/en/us/solutions/corporate-advisory/

Job Description

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will support credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

• Operate as key member of the deal team to position the bank as a strategic advisor to clients and prospects.

• Lead strategic discussions directly with ownership and executive management of prospects and clients.

• Prepare and deliver customized corporate finance analysis and presentations.

• Provide leadership to deal team to high-quality, differentiated solution and transaction success.

• Collaborate with lending partners to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.

• Provide transaction structuring expertise on debt, equity and hybrid securities. Work with specialists as needed to support successful syndication and sales.

• Leads and executes business development plans to that business goals are achieved or exceeded.

• Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement.

• Provides strategic input into business decisions as a trusted advisor.

• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.

• Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.

• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.

• Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts.

• Provides accurate financial analysis and risk assessment of new and existing customers.

• Partners with internal stakeholders for accurate, detailed client information.

• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.

• Prepares summary, present facts and offer opinions concerning credit worthiness.

• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.

• Builds effective relationships with internal/external stakeholders.

• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

• Implements changes in response to shifting trends.

• Broader work or accountabilities may be assigned as needed.

• Approximately 25% travel required.

Qualifications:

• An undergraduate degree, with a focus on finance, economics, or accounting.

• MBA or equivalent experience in finance, accounting and business law.

• 7+ years of experience in investment banking, commercial banking, corporate development or corporate finance.

• Experience negotiating and structuring M&A and other transactions.

• Expert knowledge of capital markets, transaction legal matters & risk management

• Proven leadership skills, including experience with mentoring and developing junior talent.

• Credit analysis experience / understanding.

• Exposure to and understanding of ESOP owned companies

• Verbal & written communication skills - In-depth / Expert.

• Analytical and problem solving skills - In-depth / Expert.

• Influence skills - In-depth / Expert.

• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.

• Able to manage ambiguity.

• Data driven decision making - In-depth / Expert.

Salary:

Pay Type:

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.