Job Description

Application Deadline: 11/16/2025
Address: 151 W 42nd Street
Job Family Group: Capital Mrkts Sales & Service
BMO's Financial Institutions Group (FIG) is hiring an experienced Associate or 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 4 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

Base Salary
$225,000- 250,000.00 USD depending on experience and level
Salary:
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:
About Us
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 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 and let us know the nature of your request and your contact information.
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.

Skills Required