Associate, Energy, Capital Markets
2 weeks ago
06/27/2024
Address:
525 8th Ave SW East Tower
Job Family Group:
Capital Mrkts Sales & Service
Provides a combination of deep industry 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.
- 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.
- 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.
- Creates financial models to analyze client portfolios and anticipate client needs.
- 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.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications: - Typically between 4 - 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.
- 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.
- 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.
- 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.
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:
We're here to help
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 .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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.
-
Associate, Investment Banking, Energy
6 days ago
Calgary, Alberta, Canada BMO Capital Markets Calgary Full timeJob Family Group: Capital Mrkts Sales & ServiceOpportunity to join a leading Energy sector investment banking team and support coverage and transaction execution efforts for clients across the Energy value chain. Attractive opportunity for driven individuals with deep sector expertise, a team-oriented approach, and strong knowledge of the full suite of...
-
Vice President, Investment Banking, Energy
6 days ago
Calgary, Alberta, Canada BMO Capital Markets Calgary Full timeJob Family Group: Capital Mrkts Sales & ServiceOpportunity to join a leading Energy sector investment banking team and support coverage and transaction execution efforts for clients across the Energy value chain. Attractive opportunity for driven individuals with deep sector expertise, a team-oriented approach, and strong knowledge of the full suite of...
-
Associate, Energy, Capital Markets
2 weeks ago
Calgary, Alberta, Canada BMO Full timeApplication Deadline: 06/27/2024 Address: 525 8th Ave SW East Tower Job Family Group: Capital Mrkts Sales & Service Provides a combination of deep industry 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...
-
Calgary, Alberta, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Calgary, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Calgary, Alberta, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Senior Commercial Energy Management Specialist
2 weeks ago
Calgary, Alberta, Canada Enerva Energy Solutions Inc Full time**Overview:** We are seeking a Senior Energy Manager with expertise in the commercial and institutional buildings sector to join our team. The ideal candidate will design and conduct energy management initiatives including energy audits and studies, building recommissioning, strategic energy management, and feasibility studies. **Responsibilities:**10-15...
-
Associate, Energy, Bmo Capital Markets
2 weeks ago
Calgary, Alberta, Canada BMO Financial Group Full time525 8th Ave SW East Tower Calgary Alberta,T2P 1G1Provides a combination of deep industry 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...
-
Associate, Investment Banking, Energy
2 weeks ago
Calgary, Alberta, Canada Bank of Montreal Full timeAssociate, Investment Banking, Energy page is loaded Associate, Investment Banking, Energy Apply locations Calgary, AB, CAN time type Full time posted on Posted 8 Days Ago job requisition id R Application Deadline: 08/29/2024 Address: 525 8th Ave SW East Tower Job Family Group: Capital Mrkts Sales & ServiceOpportunity to join a leading Energy sector...
-
Associate, Investment Banking, Energy
2 weeks ago
Calgary, Alberta, Canada Bank of Montreal Full timeAssociate, Investment Banking, Energy page is loaded Associate, Investment Banking, Energy Apply locations Calgary, AB, CAN time type Full time posted on Posted 8 Days Ago job requisition id R Application Deadline: 08/29/2024 Address: 525 8th Ave SW East Tower Job Family Group: Capital Mrkts Sales & Service Opportunity to join a leading Energy sector...
-
Associate, Capital Partners
2 weeks ago
Calgary, Alberta, Canada BMO Full timeApplication Deadline: 05/06/2024Address:525 8th Ave SW East Tower About BMO Capital Partners Established in 1998, BMO Capital Partners is a Canadian-based investor with C$1.5 billion under management. Its evergreen investment program is built upon minority equity co-investments and subordinated debt as well as venture, growth and private equity fund...
-
Calgary, Alberta, Canada Cenovus Energy Full timeWorker Type: EmployeeGroup: Conventional Capital DepartmentJob Post End Date: 03/04/2023About this opportunity:The Upstream Financial Accounting & Analysis Conventional Capital Accounting team has an opportunity for a highly motivated individual which enjoys working in a dynamic environment while collaborating with members inside and outside of the finance...
-
Associate, Investment Banking, Energy
2 weeks ago
Calgary, Alberta, Canada BMO Full timeApplication Deadline: 08/29/2024 Address: 525 8th Ave SW East Tower Job Family Group: Capital Mrkts Sales & Service Opportunity to join a leading Energy sector investment banking team and support coverage and transaction execution efforts for clients across the Energy value chain. Attractive opportunity for driven individuals with deep sector expertise, a...
-
Senior Marketing Representative
2 weeks ago
Calgary, Alberta, Canada TC Energy Full timeDetermined. Imaginative. Curious. If these are some of the ways you describe yourself — we want to learn more about you At TC Energy, we are Energy Problem Solvers — passionate about transitioning North America to cleaner energy while meeting the energy demands of today and tomorrow. If that sounds like a challenge you want to help tackle, we want you...
-
Energy Market Analyst
1 month ago
Calgary, Alberta, Canada Alberta Electric System Operator Full timeThe Alberta Electric System Operator (AESO) is responsible for the safe, reliable, and economic planning and operation of the Alberta Interconnected Electric System. We provide open and non-discriminatory access to Alberta's interconnected power grid and also facilitate Alberta's competitive wholesale electricity market. The AESO strives to foster an...
-
Energy Market Analyst
4 weeks ago
Calgary, Alberta, Canada Alberta Electric System Operator Full timeThe Alberta Electric System Operator (AESO) is responsible for the safe, reliable, and economic planning and operation of the Alberta Interconnected Electric System. We provide open and non-discriminatory access to Alberta's interconnected power grid and also facilitate Alberta's competitive wholesale electricity market. The AESO strives to foster an...
-
Marketing Analyst
2 weeks ago
Calgary, Alberta, Canada Gibson Energy Full timePlease apply on Marketing Analyst (Asset Optimization) Location: Calgary Head Office Job status: Full Time Permanent Department : Crude Oil - Canada Is this position safety sensitive: No Apply today Application deadline is June 4, 2024 at 11:59pm MST. What it's like to Work Here At Gibson Energy, we are powered by the diverse, skilled and...
-
Marketing Analyst
2 weeks ago
Calgary, Alberta, Canada Gibson Energy Full timeMarketing Analyst (Asset Optimization) Location: Calgary Head Office Job status: Full Time Permanent Department: Crude Oil - Canada Is this position safety sensitive: No Apply today Application deadline is June 4, 2024 at 11:59pm MST. What it's like to Work Here At Gibson Energy, we are powered by the diverse, skilled and innovative talent of our...
-
Marketing Analyst
1 month ago
Calgary, Alberta, Canada Gibson Energy Full timeMarketing Analyst (Asset Optimization) Location: Calgary Head Office Job status: Full Time Permanent Department: Crude Oil - Canada Is this position safety sensitive: No Apply today Application deadline is June 4, 2024 at 11:59pm MST. What it's like to Work Here At Gibson Energy, we are powered by the diverse, skilled and innovative talent of our...
-
Marketing Analyst
4 weeks ago
Calgary, Alberta, Canada Gibson Energy Full timeMarketing Analyst (Asset Optimization) Location: Calgary Head Office Job status: Full Time Permanent Department: Crude Oil - Canada Is this position safety sensitive: No Apply today Application deadline is June 4, 2024 at 11:59pm MST. What it's like to Work Here At Gibson Energy, we are powered by the diverse, skilled and innovative talent of our...
