Vice President, Investment Banking, Energy

5 months ago


Calgary, Canada BMO Financial Group Full time

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1

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 team-oriented approach, and strong knowledge of the full suite of product solutions that can allow clients to achieve their objectives. BMO is the 8th largest bank in North America as measured by assets and BMO Capital Markets is a leading, full-service financial services platform offering corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.
- Operates as key member of the deal team with efforts to maximize sector penetration and returns.
- Institutes cross-selling initiatives to increase ranking with client.
- Leads and oversees the creation of pitch books for clients with respect to financial solutions and participate in their presentation to clients.
- Provides regular insight around sector themes for clients and perspective on how clients can respond to changing market conditions.
- Leads and oversees the creation of financial models to analyze businesses and potential transactions.
- Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
- Understands client needs and provides relevant ideas and opinions to generate recommendations.
- Reviews and guides work of Analysts and Associates to deliver best results.
- Collaborates with product partners to identify / deliver creative, timely solutions.
- Reviews and continually monitors performance of existing accounts and client relationships.
- Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
- Acts as a positive change agent to drive improved efficiency and effectiveness.
- Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
- Balances the Bank's risk appetite with client needs when making recommendations / proposals.
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.
- MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
- Minimum of 5 years of relevant experience in investment banking, negotiating and structuring financial transactions.
- Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
- Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
- 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.

**Compensation and Benefits**:
**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.

**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.



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