Vice President, IB

$250,000 yearly
  • The Resume Review - Recruiting Department
  • New York, NY, USA
  • Jul 09, 2021
Full time Business Development

Job Description

Job description
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.
  • 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 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, 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 / deliver creative, timely solutions.
  • Provides deal expertise and prepares/oversees delivery of creative and timely “pitches”.
  • Supports credit concurrence/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/services.
  • Identifies and leverages key decision makers and influencers in client / 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/ 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 risks (credit, market, operational, legal/compliance, etc.).
  • Balances the Bank's risk appetite with client needs when making recommendations / 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/or streamlined reporting.
  • Reviews and guides 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 business/group within BMO; may have 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. 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 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include 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 - 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.
  • Expertise in financial computer applications and database management tools.
  • Deep knowledge and technical proficiency gained through extensive education and 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.