Vice President, Financial Institutions Group (FIG) Investment Banking - Life & Annuity

Job Description

BMO's Financial Institutions Group (FIG) is hiring a Vice President to join its Insurance Investment Banking team in New York.

You will provide a combination of deep insurance 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.

Key Responsibilities

• Participates in deal teams to develop, present, and win mandates for new opportunities
• Creates pitch books for clients with respect to financial solutions and participates in client presentations
• Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
• Reviews and continually monitors performance of existing accounts and client relationships
• Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
• Builds effective relationships with internal/external stakeholders
• Generates updated financial models / analyses as dictated by business needs and industry requirements
• Creates financial models to analyze client portfolios and anticipate client needs.
• 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 (e.g., credit, market, operational, legal/compliance, etc.)
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts
• Delivers financial modeling to support strategic recommendations to clients
• 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

Qualifications

• The ideal candidate will have a minimum of 5 years of insurance M&A experience across investment banking, corporate development, and/or actuarial consulting roles (exposure to, and/or a strong interest in, the U.S. life & annuity sector is preferred)
• Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required
• Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
• Detail oriented with strong analytical abilities
• Deep, sophisticated understanding of accounting and finance
• Excellent mathematical, written/verbal communication, and computer skills
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Sound and professional judgement
• SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment

Salary and Compensation

Base Salary: 260,000.00 USD.

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 also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, visit

EEO Statement

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 View email address on click.appcast.io and let us know the nature of your request and your contact information.

For more information, visit