Vice President, Middle Market Beverage M&A

Responsibilities 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. Creates pitch books for clients with respect to financial solutions and participates 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, analyzing business models, and comprehensively reviewing industry trends and related regulations). Understands client needs and provides relevant ideas and opinions to generate recommendations. Collaborates with sector coverage partners for clients and prospects to identify and deliver creative, timely solutions. Provides deal expertise and prepares and oversees delivery of creative and timely "pitches". Supports credit concurrence and pricing efforts as a client advocate. Maintains key ongoing coverage contact with clients and sector managers. Builds positive client relations through deep, comprehensive understanding of client needs and alignment of our products and services. Identifies and leverages key decision makers and influencers in client and internal organizations. Acts as a positive change agent to drive improved efficiency and effectiveness. Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates. Assists in the development of strategic plans. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Works with specialists as needed to support successful deal completion. 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 and analyses as dictated by business needs and industry requirements. Analyzes and assesses industry compilations. Applies appropriate technical concepts and completes and leads consistent and reliable technical and financial reports and analyses to support client deliverables. 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 and proposals. Identifies opportunities to find more cost‑effective ways to impact the bottom line and drive profitability. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and streamlined reporting. Reviews and guides the work of Analysts and Associates to deliver business results. 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 the business/group within BMO; may have a broader, enterprise‑wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non‑routine 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, laws and regulations. Qualifications Typically between 5–7 years of relevant experience and a post‑secondary degree in a related field of study or an equivalent combination of education and experience. An undergraduate degree with a focal area of finance, economics, or accounting and high academic achievement. MBA, CFA or equivalent experience in financial services, accounting, or legal fields. Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions, including some experience in a corporate lending environment developing business. Relevant business services sector experience is highly desired. Good knowledge of the organizational portfolio management policies and objectives. Displays advanced deal execution and/or project management skills – the ability to manage more than one client and major initiative. Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions. Expertise in financial computer applications and database management tools. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal and written communication skills – in depth. Collaboration and team skills – in depth. Analytical and problem‑solving skills – in depth. Influence skills – in depth. Data‑driven decision‑making – in depth. Salary & Compensation Pay Type: Salaried. Salary will vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. For part‑time roles the salary will be pro‑rated based on the number of hours regularly worked. For commission roles the listed salary represents the 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, and other perks and rewards. The company also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Benefits To view more details of our benefits, please visit Equal Employment Opportunity 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 email to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement