BMO Capital Markets jobs in New York, NY - 409 jobs
Executive Assistant, BMO Capital Markets
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: Address: 151 W 42nd Street Job Family Group: Business Management Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.
* Provides subject matter expertise and advice related to assigned strategic initiatives and act as relationship management for assigned initiatives.
* Builds effective relationships with internal/external stakeholders.
* Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
* Gathers and formats data into regular and ad-hoc reports, and dashboards.
* Leads the planning, coordinating and implementing department events.
* Provides senior level administrative and operational support within a large, diverse team including one or more senior executives.
* Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
* Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
* Provides input into the planning and implementation of administrative programs.
* Coordinates and monitors budgets and reporting on results vs. budget.
* Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities.
* Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
* Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
* Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
* Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.
* Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
* Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
* Makes travel arrangements, booking flight/hotel reservations as needed.
* Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
* Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
* Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.
* Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
* Collaborates with internal and external stakeholders in order to deliver on business objectives.
* Organizes work information to ensure accuracy and completeness.
* Focus may be on a business/group.
* Thinks creatively and proposes new solutions.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works mostly independently.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study.
* Specialized knowledge from education and/or business experience.
* Verbal & written communication skills - In-depth.
* Collaboration & team skills - In-depth.
* Analytical and problem solving skills - In-depth.
* Influence skills - In-depth.
Salary: $80,000 - $85,000
Salary:
$49,500.00 - $91,300.00
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.
$80k-85k yearly Auto-Apply 7d ago
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Business Analyst, Summer 2026 (Internship) - 10 Weeks
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 01/25/2026 Address: 151 W 42nd Street Job Family Group: Technology As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.
Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO Social Squad student-led activities, BMO Academy corporate learning platform, and access to various Employee Resource Groups to further develop your network within BMO.
Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent.
Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at *****************************************************
To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.
Investigates and identifies strategies to optimize business operations and services, and inform business decisions. Defines business requirements to inform technology build and operations by sourcing and analyzing relevant data, reviewing and documenting business processes and collaborating with business stakeholders. Sources business and market data to evaluate the effect of projects on business results. Also assesses the efficiency and the performance of technology (software, hardware and the wider IT system) to deliver expected business results. Identifies and analyzes malfunctions, system workflow, and troubleshoots issues raised by business.
* Elicits requirements and analyzes feasibility to ensure solutions/initiatives achieve the expected business outcomes.
* Supports various project teams across the project lifecycle to ensure development is aligned with the business requirements.
* Develops informative, coherent, and usable project documents (project artifacts) for multiple stakeholders covering functional and non-functional business requirements.
* Applies depth of domain & functional expertise for the assigned portfolio to drive the expected business value.
* Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
* Builds tests cases in order to validate business requirements and End-User Testing results.
* Focus may be on a business/group.
* Thinks creatively and proposes new solutions.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works mostly independently.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
Foundational level of proficiency:
* Agile Delivery and Development.
* Data analysis.
* Learning Agility.
* Process improvement and optimization.
* Organization process optimization.
* Business architecture frameworks.
* Stakeholder Analysis and Management.
* Digital Fluency.
* Systems Thinking.
* Business requirements definition and analysis.
* Insights development and reporting.
* Application functional design.
* Functional Analysis.
* Verbal & written communication skills.
* Collaboration & team skills.
* Analytical and problem solving skills.
* Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
* Specialized knowledge from education and/or business experience.
Salary:
$49,500.00 - $91,300.00
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.
$49.5k-91.3k yearly Auto-Apply 11d ago
Equity Research Associate - Cyber Software
Jefferies Financial Group Inc. 4.8
New York, NY job
Jefferies is seeking an associate for its Software Equity Research team. The candidate will support the senior analyst in delivering extensive company and industry research, constructing detailed company and industry models, and marketing written research recommendations to clients and institutional salespeople.
Responsibilities will include:
Creation and maintenance of detailed company and industry models
Producing in-depth written research on individual companies and sector-wide trends
Development of relationships with industry contacts and company management teams
Communication of stock views and industry themes to institutional investors, salespeople, and other internal constituencies within Jefferies
Key qualifications:
Highly detail-oriented, intellectually curious, and willing to work long hours
Passion for stocks, the market, and analyzing businesses
Excellent written communication skills
Self-motivated problem-solver
Fluency in accounting and financial statement analysis
At least two years of equity research experience, Software preferred
Securities licensing a plus (Series 7/63 and 86/87)
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 60d+ ago
Residential Whole Loan Trader
Janus Henderson Investors 4.8
New York, NY job
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
+ Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
+ Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
+ Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
+ Perform levered cash flow modeling for whole loan pools and securitization structures.
+ Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
+ Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
+ Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
+ Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
+ Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
+ Track portfolio performance against expectations and market benchmarks.
+ Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
+ Track all recent whole loan market activity and color.
+ Stay current on mortgage market trends, regulatory developments, and investor behavior.
+ Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Corporate membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
+ Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
+ Technical Skills:
+ Proficiency in cash flow modeling and loan-level analytics.
+ Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
+ Strong programming skills in Python, R, or SQL for data manipulation and model development.
+ Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
+ Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
+ Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$180k-210k yearly 60d+ ago
Director, Senior Private Banker - Law Firms and Professional Service Firms
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 02/05/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
* Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
* Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.
* Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor.
* Leads a deal team to meet client needs when acting as the lead relationship manager.
* Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
* Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
* Identifies emerging issues and trends to inform decision-making.
* Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
* Partners with the leadership team on strategic direction and complex line-of-business projects.
* Conducts independent analysis and assessment to resolve strategic issues.
* Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
* Builds effective relationships with internal/external stakeholders.
* Ensures alignment between stakeholders.
* Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
* Monitors and tracks performance and addresses any issues.
* Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes.
* Ensures high quality of information obtained to support decisions.
* Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
* Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
* Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
* Applies financial planning skills and concepts against each client's personal and financial situation.
* Acts as an ambassador to enhance BMO's reputation in the market.
* Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
* Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
* Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
* Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
* Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
* Performs sales and service support activities to meet client needs and maintain overall service levels.
* Develops rapport and instills confidence with the client to develop credibility and earn their trust.
* Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
* Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
* Implements changes in response to shifting trends.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
* Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
* Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
* In-depth knowledge of Personal and Commercial credit and non-credit products.
* In-depth sales and client service skills.
* In-depth business development skills with successful track record.
* Ability to lead in-depth planning conversations.
* Expert relationship management skills.
* Able to work independently, resolving complex or ambiguous issues or situations.
* Seasoned professional with a combination of education, experience and industry knowledge.
* Verbal & written communication skills - In-depth / Expert.
* Analytical and problem solving skills - In-depth / Expert.
* Influence skills - In-depth / Expert.
* Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
* Able to manage ambiguity.
* Data driven decision making - In-depth / Expert.
Salary:
$102,000.00 - $190,000.00
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.
$102k-190k yearly Auto-Apply 14d ago
Head, Digital Finance
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 02/07/2026 Address: 320 S Canal Street Job Family Group: Customer Solutions The Head Digital Finance will set and execute BMO's digital finance strategy, driving innovation and market leadership in digital assets, stablecoins, and tokenized deposits.
Reporting directly to the SVP and Head, North American Treasury & Payment Solutions, the Head Digital Finance will have direct accountability for enterprise-wide digital finance strategy and execution. More specifically, setting BMO's strategy on digital finance, steering resources and investments across the bank, and supporting the Operating Groups and individual Lines of Business (LOBs) in developing new regulated, revenue-generation solutions that enhance BMO's market competitiveness. The Head Digital Finance will drive coordinated execution of the digital finance strategy and plan across the Lines of Businesses (LOBs), and with Technology & Operations and supporting corporate functions.
Working in partnership with senior leadership, Digital Finance SMEs in each Group, and the Office of Strategic Management (OSM), the role has the opportunity to shape BMO's market reputation and deliver on BMO's digital finance ambition as it relates to the use of Stablecoins, Tokenized deposits, Digital Assets custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The role will oversee an enterprise-wide digital finance strategy aligned with BMO's overall strategic ambition. The role will be accountable to build and lead a high-performing agile team to establish BMO as a recognized leader in digital finance among its North American peers, lead the development of partnerships with emerging technology vendors and potential industry consortiums. The Head Digital Finance oversees, coordinates, and supports the execution of LOB Digital Finance initiatives and Proof of Concepts (PoCs) ensuring alignment to enterprise strategy. This includes the identification, assessment, and delivery of client and economic value, enterprise governance and controls, and coordination of execution to ensure alignment across the operating groups and supporting corporate functions.
The Head Digital Finance acts as BMO's digital finance accountable executive, the voice to the market and with regulators. The role represents all BMO Digital Finance initiatives with visibility at the most senior levels of the Bank and represents BMO externally at conferences and industry forums. The role oversees the development of enterprise Digital Finance online/virtual collateral, including LOB-specific front-line and client learning and marketing materials working together with the LOBs product and learning teams, People & Culture, Marketing, Communications & Social Impact. The role ensures the effective enterprise management of financial and non-financial risks, including reputational, cyber, data and AI, with respect to the use of Stablecoin, Tokenized deposits, Digital Asset Custody, Digital Assets market-making and hedging, and other digital finance solutions across the enterprise. The Head Digital Finance manages the enterprise Digital Finance Technology Investment Plan (TIP). Working with the OSM, T&O and the LOB leadership teams, the role is accountable for the 5-year strategic plan and associated investments / partnerships, development of any IAAP recommendations and facilitates EC / Board approval process.
Accountabilities:
* Seeks out and manages partnerships (e.g., emerging technologies, vendors, industry consortiums) to advance BMO's strategy & goals
* Represents BMO holistically in engaging with potential partners; coordinates changes/evolution to partnerships with each business
* Governs Digital Finance activities - tracks all active and proposed initiatives (e.g., key milestones & issues) for broad set of audiences
* Tracks and communicates any updates from Research and LRC teams on regulatory developments and industry highlights Lead, Digital Assets, Legal Risk & Compliance (LRC)
* Follows industry and key competitive developments; advises on focus areas for BMO. Publishes thought papers alongside Head
* Supports PoC business cases, including IAAPs and TIP requests
* Expert advisor on evolving regulations to mitigate potential risks and issues; reviews BMO activities to ensure adherence with guidelines
* Steer BMO's overall strategy and investments in Digital Finance, and support Operating Groups in developing new regulated, revenue-generating solutions - E.g., Digital/tokenized assets, cross-border payments, foreign exchange settlement, digital assets custody, market-making & hedging, smart contracts
* Understand emerging Digital Finance technology and its potential implications and opportunities in serving BMO clients
* Research, investigate, select, and develop Digital Finance initiatives - steering vendor selection, strategic partnerships, industry consortium participation - in a coordinated, enterprise approach
* Stay informed on changes to the regulatory landscape and on competitive developments related to Digital Finance
* Serve as market-facing team to communicate and educate the potential benefits and drawbacks of emerging products and services
* Serve as BMO-wide representative on Digital Finance topics to the Board, EC, investor community, and regulators
Qualifications:
* Minimum 10+ years of experience in finance, fintech, or digital asset management, with at least 5 years at the leadership level.
* Proven track record of leading cross-functional teams through complex product launches in a highly regulated environment
* Expertise in digital/tokenized assets (e.g., stablecoins, tokenized deposits, digital asset custody, smart contracts) or emerging business concepts and business models
* Strong strategic and regulatory leadership: experience guiding cross-functional teams through digital asset product development and regulatory compliance.
* Demonstrated partnering skills: track record of building and managing vendor, consortium, and industry collaborations.
* Deep understanding of financial infrastructure, system architecture, and risk controls relevant to digital assets and crypto.
* Excellent business case development: ability to assess ROI, author investment
Please note the base salary for this role with be approximately USD $200,000.00
this role is also posted accordingly on our Canadian site for interested parties to apply - #DigitalFinance
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.
$200k yearly Auto-Apply 14d ago
Credit Underwriter - Law Firms and Professional Services
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 02/27/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
* Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
* Prepares new business proposals or presentations to clients/prospects.
* Participates in activities for client meetings and account opening documentation.
* Assists with the development of client communications as required.
* Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
* Ensures timely resolution of all client questions and concerns, both internal and external.
* Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
* Determines client needs and ensures timely and accurate completion of transaction processing.
* Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
* Reviews and provides feedback and best practices about client solutions and credit structure.
* Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
* Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
* Collaborates with internal and external stakeholders in order to deliver on business objectives.
* Completes comprehensive analysis for risk, financial and profitability rating and assessments.
* Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
* Monitors and tracks performance, and addresses any issues.
* Designs and produces regular and ad-hoc reports, and dashboards.
* Implements and monitors procedural and policy changes as required.
* Manages operational audits and controls for banking and account administration.
* Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities.
* Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation.
* Provides input into the planning and implementation of operational programs.
* Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.
* May specialize as either a funding specialist or a credit underwriting specialist.
* As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security/legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution/perfection of all documents prior to funding/releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks.
* As a credit underwriter, focuses on underwriting and making recommendations loan applications; interacting directly with Clients, Prospects, Bankers and Risk Management to provide expertise regarding the adjudication of applications.
* Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
* Identifies and escalates irregularities and discrepancies to management as per guidelines.
* Participates in assigned audits and compliance reviews.
* Ensures proper adherence to the code of conduct and ethical guidelines.
* Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
* Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
* Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works independently on a range of complex tasks, which may include unique situations.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
* Commercial Loan and Underwriting experience in a financial services environment.
* In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
* In-depth understanding of loan and security documentation, including registration and renewal routine.
* If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
* Technical proficiency gained through education and/or 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.
Salary:
$57,500.00 - $106,500.00
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.
$57.5k-106.5k yearly Auto-Apply 49d ago
Director, Exotics Rates Quant
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 02/26/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
The Exotics Rates Quant Director is responsible for the entire spectrum of quantitative, analytical, technical, and development activities for the interest rate exotics/structured notes trading desks, with a particular focus in enhancing/developing multi-factor term structure models such as Libor Market Model or Cheyette/HJM models for callable rates exotics. The mandate involves developing and supporting our internal math finance library to price and risk manage swaptions, cap/floors, futures options, callable rates exotics and structured notes. The role also entails supporting traders, marketers and BMO CM senior management with the models, tools, analytics and information to effectively price, execute and hedge transactions and to understand, monitor and manage existing risk.
Tasks include:
* Developing and enhancing multi-factor term structure models such as Libor Market Model and Cheyette/HJM framework.
* Improving the robustness and accuracy of the model Greeks and PnL explain
* Improving the accuracy and flexibility of volatility skew/smile calibration and correlation calibration
* Supporting traders, senior management, and risk managers regarding deal modeling and pricing, hedging, risk measurement and management
* Profiling and investigation of new innovative models/approaches to improve model performance
* Interacting with the external control groups outside of FO such as model risk and market risk, and facilitating their understanding and oversight of models
The role will require the following skills and aptitudes:
* Advanced post-graduate degree in a technical field (mathematics, physics, statistics, engineering, computer science, etc.)
* Deep industry experience in multi-factor term structure modeling, in particular Libor Market Model
* Deep industry experience in volatility skew/smile modeling, especially in the context of term structure models
* Deep industry experience in interest rate options market
* Familiarity with HJM framework and Cheyette model classes.
* Proficiency in software development using C#/.Net or C++
* Broad knowledge in quantitative finance, pricing methodologies, numerical methods, market data sources, best data sources
* Knowledge of Python and Excel
* Strong teamwork mentality, and the ability to connect to the team and leverage existing resources and tools to advance business goals
* Strong technical writing ability and strong communication skills
Please note the base salary for this role is $275,000 USD.
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.
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
$74k-102k yearly est. Auto-Apply 36d ago
Investment Banking Vice President - Business Services
Jefferies Financial Group Inc. 4.8
New York, NY job
Group Description:
Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across a number of sectors, including Automotive, Building Products, Business Services, Chemicals, Diversified Industrials, Electrical Equipment, Engineering & Construction, Industrial and Environmental Services, Machinery, Steel and Metals, Paper and Packaging, Aviation, Transportation and Logistics.
Position:
The Global Industrials Group is actively looking for an experienced Vice President for our New York office. As a Vice President in the Investment Banking team covering Business Services, you will lead transaction execution, manage client relationships, and provide strategic advisory across a diverse and dynamic set of service-based industries. These sub-verticals include both blue- and white-collar segments, such as HR & Professional Services, Business Process Outsourcing, Education Services, Commercial & Residential Services and Environmental, Infrastructure & Sustainability Services. The role will provide an opportunity to work across all investment banking products, including M&A Advisory, Debt Financings and Equity Financings.
Primary Responsibilities:
As a Vice President in the group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients across Business Services. These responsibilities will include the following:
Preparing and participating in the delivery of client presentations;
Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models;
Analyzing business plans and participating in due diligence sessions;
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s;
Leading drafting sessions;
Preparing and managing the delivery of internal deal memos.
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. VPs in the Global Industrials Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
Minimum Requirements:
· Bachelor's degree from an accredited college or university AND 5+ years of Investment Banking experience in Business Services or a sector coverage group OR MBA degree (or equivalent graduate degree) from an accredited college or university AND 3-4 years of Investment Banking experience in Business Services or a sector coverage group
· Financial modeling coursework, training, or experience
· Live in New York or willing to relocate
Base Salary: $275,000
#LI-DNI
$275k yearly Auto-Apply 60d+ ago
Trading Systems Engineer, Equity Derivatives
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 02/26/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Global Markets Engineering collaborates directly with Sales, Trading and Technology colleagues to build and improve sales and trading capabilities and to streamline and automate trading processes.
This specific role is to extend trading and analytics capabilities for the equity Delta One and Structured Products businesses.
Responsibilities
* In conjunction with colleagues from Sales, Trading and GME, identify opportunities to improve trading processes and analytics;
* Communicate directly with stakeholders to understand requirements;
* Participate in strategic architectural and design decisions;
* Application Development of trading systems and analytical tools in an agile/rapid release environment including backend services, interfaces to upstream and downstream systems, and user interfaces;
* Approximately 20% of time will be spent in analytics and support of deployed applications.
Qualifications
* A post-secondary degree in a technical or quantitative field or an equivalent combination of education and work experience;
* At least 3 years of experience in software development, ideally in trading technology;
* Strong software development skills including C++, C# and Python;
* Experience with Windows Presentation Framework (WPF) is preferred;
* Experience with DevOps tools and processes; databases, trading protocols and analytics is preferred;
* Familiarity with equities and/or equity derivatives trading is helpful;
* Strong communication skills including an ability work worth with a range of colleagues from technical professionals to sales and trading to senior management.
Salary:
Please note the base salary for this role is $260,000 USD.
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.
$260k yearly Auto-Apply 16d ago
Associate, Corporate Banking Leveraged Lending- New York
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 01/23/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Line of Business Overview
The Leveraged Lending group within Corporate Banking underwrites and manages the firm's private equity backed syndicated loan and direct lending portfolio. The team supports both our product and coverage partners by allocating capital to both revolver and term loan holds in syndicated private equity backed transactions. Leveraged Lending is involved all aspects of an underwriting and manages the credit and corporate banking coverage post deal closing. Leveraged Lending also participates in direct lending transactions and commits capital to the entire capital structures including Unitranche Term Loans, Delayed Draw Term Loans, and 2nd Lien Term Loans.
Job Description
The associate will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management of Financial Sponsor backed transactions, supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries. The Associate will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Associate will help assess BMO's hold appetite across revolvers and term loans in both syndicated and direct transactions. Experienced Associates will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products.
Key Dimensions
New Underwritings: 60%
Portfolio Management: 40%
Primary Function and Responsibilities
New Underwritings
Digest comprehensive data rooms and use critical thinking to pull out and analyze key files
Work across groups to compile diligence lists; lead diligence calls with financial sponsors as well as with company management teams
Collaborate with colleagues on different teams (Leveraged Finance; Industry Coverage; Sponsor Coverage) on materials for committee meetings attended by senior leaders across the bank
Create LBO Models based off Management / Sponsor projection models to use in Credit Memos
Use independent critical thinking skills to analyze and sensitize financial models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction
Complete risk / return models for new deals
Address questions from the Investment Committee and Credit team to support new transactions
Portfolio Management
Review and monitor Borrowers' financial statements for potential changes which may affect the Borrower's performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with sponsor/management teams
Prepare concise credit analysis and other correspondence on a quarterly basis for certain Borrowers, and on an annual basis for all Borrowers
Assess Borrowers' internal risk rating on a regular basis based on their financial performance and changes to the qualitative aspects of the business
Conduct ongoing analysis of amount of allocated capital and credit risk
Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing Borrowers
Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry
Education/Professional Experience
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
2 - 4 years of relevant experience within investment banking, corporate banking, corporate credit, or capital markets. Leveraged Finance experience is preferred.
Completion of a financial analysis credit training program preferable
Skills
Excellent analytical skills to include business, financial, and credit analysis areas
Skilled in building complex LBO financial models
Strong written and oral communication skills
Strong proficiency in Microsoft Office products, notably MS Excel
Ability to be creative, insightful and resourceful in performance of duties
Strong interpersonal skills used within a demanding team environment
Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner
Excellent capability to independently function as part of a team through self-motivation
Expected base salary: $150,000.00 USD
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.
$150k yearly Auto-Apply 6d ago
Associate, ETF Development
BMO Financial Group 4.7
BMO Financial Group job in New York, NY
We are seeking a strong motivated individual to be part of Global Trading Solutions' Trading Systems team to build and enhance our core trading platforms. The developer will continually interact with multiple teams including sales/marketing/quants/operations to implement new robust trading features and improve on our existing strategy offerings. A successful candidate has a keen interest in developing low latency trading systems in Java.
Responsibilities
+ Design & develop robust software solutions for GTS's trading systems
+ Devise new algorithms and data structures for target environment and platform attributes in alignment with architectural patterns
+ Create thorough test cases to ensure software stability and reliability
+ Collaborate with other teams to research and implement changes to the trading system
+ Communicate with operations teams about new features and existing strategy behaviors
+ Support production issues, including independently completing root-cause analysis and diagnosis.
+ Process various business requirements with minimal guidance, derive implementation proposals, and execute proposals with a team or individually.
+ Mentor junior developers
Requirements
+ BA/BS degree in Computer Science or equivalent practical experience
+ 5+ years of professional core Java development experience
+ Strong analytical and problem-solving skills
+ Strong verbal and written communication skills; eager to ask questions; able to clearly explain ideas
+ Strong collaborative and team skills
+ Strong JUnit testing skills
+ Strong multi-threaded programming skills
+ Strong understanding of financial markets and electronic trading systems
+ Experience with optimizing software performance and reducing latency
+ Familiar with the FIX protocol
**Salary:**
$81,400.00 - $151,800.00
**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.
$81.4k-151.8k yearly 60d+ ago
Head of Prime Brokerage Sales (Managing Director)
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 01/24/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.0 trillion total assets and approximately 54,000 employees as of January 31, 2025.
#bmocapitalmarkets
BMO Capital Markets is seeking an exceptional, strategic, and highly connected leader to serve as Head of Prime Brokerage Sales origination. This leader will be accountable for accelerating the growth and evolution of our Cash Prime Brokerage platform and related equity financing and prime services solutions, through best-in-class origination, senior client coverage, and disciplined execution across the franchise.
This role requires a proven originator and platform-builder who can set a clear commercial agenda, develop and convert a high-quality client pipeline, and lead a high-performing team in a highly competitive global prime services landscape. The successful candidate will combine deep market and product expertise with strong cross-functional leadership to deliver innovative, client-centric financing and execution strategies for hedge funds, asset managers, and institutional investors.
KEY ACCOUNTABILITIES:
* Strategic Leadership & Platform Growth
* Define and execute the multi-year strategic roadmap for Prime Brokerage Sales Origination, aligned with BMO Ambition 2030 and the firm's enterprise priorities, including a World-class client experience and disciplined risk management.
* Establish and refine the coverage model, target-client segmentation, and go-to-market approach to drive sustainable growth in revenues, balances, and wallet share across prime services.
* Partner with Equities, Prime Finance/Trading, Risk, Operations, Technology, Legal, and Compliance to scale the platform with speed, control, and consistency.
* Client Origination & Senior Relationship Management
* Leverage a deep industry network to originate new, profitable prime brokerage relationships and expand existing mandates; maintain senior connectivity across hedge fund C-suites, COOs/CFOs, portfolio managers, and institutional decision-makers.
* Own end-to-end new business development: prospecting, client pitches, commercial negotiation, onboarding coordination, and ramp to full monetization.
* Deliver customized client solutions spanning Cash PB equity TRS, Delta One, stock loan, and event-driven/special situations financing and coordinating internal resources to provide a differentiated client experience.
* Build a scalable growth strategy that increases penetration across client portfolios, expands cross-product adoption, and drives durable multi-year relationships.
* Commercial Management & Accountability
* Set and deliver against agreed commercial objectives, including revenue growth, client profitability, wallet share, and balance sheet efficiency (in partnership with Product/Trading and Finance).
* Implement pipeline discipline, reporting cadence, and forecasting rigor; ensure high-quality prioritization of prospects and resource deployment across the team.
* Influence product prioritization and platform investments by translating client demand into clear business cases and execution plans.
* Risk Partnership & Operational Excellence
* Partner with Risk/Credit to embed client-centric margin and risk frameworks that enable growth while protecting the firm; ensure appropriate governance around onboarding, limits, and documentation.
* Work closely with Legal, Operations, and Client Service to drive seamless client onboarding and lifecycle support; ensure high operational standards, strong controls, and consistent service delivery.
* Champion process improvements and platform modernization that reduce friction, improve transparency, and enhance client experience at scale.
* Leadership, Talent Development & Culture
* Lead, coach, and develop a high-performing origination team; establish clear expectations, performance standards, and a culture of collaboration, accountability, and innovation.
* Recruit and retain top talent; build bench strength and succession planning across key client coverage segments.
* Market Expertise & Thought Leadership
* Provide expert guidance on prime brokerage market structure, synthetic and cash financing dynamics, collateral optimization, and key hedge fund strategy trends.
* Represent the firm at industry conferences and client forums; cultivate relationships with ecosystem partners and service providers to enhance franchise positioning.
QUALIFICATIONS:
* Proven, measurable track record of origination and revenue generation in Prime Brokerage / Prime Services / Equity Finance, with deep expertise across Cash PB, equity TRS, Delta One, and stock loan.
* 12-15+ years of progressively senior experience in Prime Brokerage, Equity Finance, or closely related institutional sales and coverage roles.
* Demonstrated ability to build and influence at the highest levels with hedge funds and institutional clients, strong market connectivity and credibility.
* Strategic vision and execution excellence; Ability to set direction, mobilize cross-functional stakeholders, and deliver results through disciplined operating cadence.
* Strong leadership capabilities with experience hiring, developing, and motivating teams in a competitive market environment.
* Deep understanding of the operating model: onboarding, documentation, credit/risk partnership, and delivering a controlled, scalable client experience.
SALARY:
The salary for this role is $350K USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
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.
$350k yearly Auto-Apply 9d ago
Global Investment Banking - M&A/ECM
Credit Agricole Corporate and Investment Bank 4.9
New York, NY job
CLASS OF 2021 AND JAN 2022 ONLY
Credit Agricole CIB Americas is currently looking for an intern for its Global Investment Banking team. As an intern in the New York team, you will work on a variety of transactions and take on significant responsibilities. You will have the opportunity to be involved on a wide range of organizations and play an important role in the team's day to day activity. You will work on the origination and execution of Mergers & Acquisitions (M&A) and Equity Capital Markets (ECM) transactions.
Within the M&A team, you will be involved on a wide range of cross-border transactions including mergers, acquisitions, divestitures, joint ventures, corporate restructurings, demergers and leveraged buyouts, for regional and international clients.
In addition, you will assist the ECM team in advising, structuring and executing a range of equity and equity-linked offerings, including IPOs, follow-ons, ATMs, convertible bonds, share repurchases, for major corporations looking to access the public markets.
Mission:
-Assisting in the origination and execution of all ECM and M&A transactions across all industry sectors
-Preparing pitch book presentations for companies on topics including company valuation and financial analyses, equity and equity-linked alternatives, strategic transactions, capital allocation, among others
-Supporting analysts and associates in the creation of financial models
-Conducting strategic analysis / industry research
-Building company profiles
-Drafting memoranda, proposals, and other written documents
You will be working on a daily basis with our Sector teams located in Paris, and with our coverage teams across the U.S., Europe and South America.
Requirements:
-A previous experience in Corporate Finance/ Investment Banking (preferably M&A) is required
-Graduation within the last 2 years
-Strong analytical and financial skills
-Fluency in Spanish is a plus
-Advanced level in Excel and PowerPoint
-Attention to detail and ability to work under short deadlines
-Excellent interpersonal and communication skills
-You need to be able to work without sponsorship
MUST BE FULLY VACCINATED
$163k-294k yearly est. Auto-Apply 60d+ ago
Director, ETF Development
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 01/25/2026 Address: 151 W 42nd Street Job Family Group: Technology We are seeking a strong motivated developer manager to be part of Global Trading Solutions' Trading Systems team to build and enhance our core trading platforms. The individual will split time between development and managing developers to implement new robust trading features and improve on our existing offerings. A successful candidate has a keen interest in developing low latency trading systems in Java and leading a successfully development team.
Responsibilities
* Design & develop robust software solutions for GTS's trading systems
* Architect new algorithms and data structures for target environment and platform attributes in alignment with architectural patterns
* Create thorough test cases to ensure software stability and reliability
* Collaborate with other teams to research and implement changes to the trading system
* Communicate with operations teams about new features and existing strategy behaviors
* Support production issues, including independently completing root-cause analysis and diagnosis.
* Process various business requirements with minimal guidance, derive implementation proposals, and execute proposals with a team or individually.
* Mentor developers
* Maintain high team productivity
Requirements
* BA/BS degree in Computer Science or equivalent practical experience
* 10+ years of professional core Java development experience
* Strong analytical and problem-solving skills
* Strong verbal and written communication skills; eager to ask questions; able to clearly explain ideas
* Strong collaborative and team skills
* Strong JUnit testing skills
* Strong multi-threaded programming skills
* Strong understanding of financial markets and electronic trading systems
* Experience with optimizing software performance and reducing latency
Salary:
$150,700.00 - $261,800.00
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.
$150.7k-261.8k yearly Auto-Apply 15d ago
Experienced Hire Opportunities
Neuberger Berman 4.9
New York, NY job
At Neuberger, our success is driven by the expertise and dedication of our people. As a leading global asset management firm, we are continuously seeking accomplished professionals who are passionate about making a meaningful impact in the industry. By joining our Experienced Professional Talent Pool, you signal your interest in contributing to our dynamic and collaborative environment, where innovation, integrity, and client focus are at the core of everything we do.
We invite experienced candidates from diverse backgrounds and experiences to submit their credentials for future consideration. Your application will allow our Neuberger Recruiting team to proactively connect you with opportunities that align with your skills, experience, and career goals as new roles become available.
Neuberger offers a culture of continuous learning and development, and the chance to work alongside industry leaders in an entrepreneurial setting. Whether you are seeking to advance your expertise, lead transformative initiatives, or broaden your impact, we encourage you to join our network of talented professionals.
**Submit your application today to be among the first considered for upcoming openings and take the next step in your career journey with Neuberger.**
_Please note, this job posting is not for any specific role or position in any particular department at Neuberger._
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._
_Learn about the Applicant Privacy Notice (******************************************************* ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: **************************
$77k-116k yearly est. 60d+ ago
2027 Financial Advisory Summer Analyst Program - New York Corporate Finance Advisory & Capital Solutions
Lazard Ltd. 4.9
New York, NY job
Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.
Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
Strategic Capital Solutions
The individual groups that make up a global Strategic Capital Solutions effort advise companies, financial sponsors, and asset managers on complex capital-raising, debt, and structured equity needs, acting as a key bridge between traditional public company work and the private capital markets by leveraging Lazard's deep industry expertise and global network both to advise on and execute tailored financing solutions. Lazard's objective is to create market-agnostic solutions for our clients: one "team" across over a half dozen different groups advising all of Lazard's clients on the best market and optimal product for their situation and, when appropriate, executing on the company's behalf.
Corporate Finance Advisory
The Corporate Finance Advisory team supports and advises Lazard's corporate and sponsor clients in capital structure optimization and capital raising efforts in across a broad range of topics, including M&A, corporate separations and optimizations, refinancing, and other advisory projects and assignments that intersect with the capital markets. The Corporate Finance Advisory team advises across the full spectrum of corporate capital structures maintaining exposure to both public and private capital markets, while collaborating with all sector banking teams and clients across sectors to connect the capital markets to Lazard's clients.
Capital Solutions
The Capital Solutions team supports Lazard's corporate and sponsor clients in executing capital raising efforts including private market debt syndication and public market debt financing execution in the context of M&A, refinancings, liability management, and new capital raises. Capital Solutions works with both public and private companies to evaluate capital alternatives, run targeted or broad private financing processes, and execute transactions that align with strategic, balance‑sheet, and / or liquidity objectives.
As a Summer Analyst on the Strategic Capital Solutions team, you will have the opportunity to work across both Corporate Finance Advisory and Capital Solutions throughout your internship. As a full‑time Analyst, you will be aligned with either Corporate Finance Advisory or Capital Solutions as your primary focus, while still benefitting from cross‑staffing opportunities across both areas.
Beyond specific Corporate Finance Advisory and Capital Solutions assignments, summer analysts will have the opportunity to work closely with groups across the firm, gaining exposure to a wide range of industries and transaction types, including: high profile and cross-border M&A and divestiture transactions, activism and takeover defense, special committee assignments, restructuring assignments, financing and refinancing transactions and advice on capital structures.
Lazard offers an unparalleled opportunity for all bankers to work as part of small deal teams on important strategic assignments, providing meaningful exposure to senior bankers and client representatives.
You'll need to have:
* Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028
* Top academic performance
* Strong quantitative background
* Strong analytical skills
* Excellent oral and written communication skills
* Strong attention to detail
* Ability to multi-task
What we offer
You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm.
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Does this sound like you?
Apply! We'll get in touch on the next steps.
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
$120k yearly 3d ago
Equity Research Associate - Large Cap Banks
Jefferies Financial Group Inc. 4.8
New York, NY job
Jefferies is seeking an equity research associate to support the Financial Institutions Group covering U.S. Large Cap Banks. The candidate will support the bank research team in delivering in-depth company and industry research on the largest and most complex U.S. financial institutions, constructing detailed financial and valuation models, and marketing written research recommendations to clients and institutional salespeople.
Compensation is competitive. Start date is immediate. This is an excellent opportunity for the right person to work with a highly respected U.S banks equity research team in a fast-paced, exciting environment.
Responsibilities will include:
Creation and maintenance of earnings, balance sheet, capital, and valuation models for U.S. large cap banks.
Analysis of industry and macroeconomic trends, including interest rates, credit, capital, funding, and regulatory developments.
Production of weekly and monthly written research publications, including earnings previews and reviews.
Development of relationships with management teams, investor relations professionals, and industry contacts.
Communication of stock views and industry themes to institutional investors, trading desks, and other internal constituencies within Jefferies.
Key qualifications:
1-3 years of experience in equity research.
Extremely strong work ethic with a focus on teamwork.
Superior verbal and written communication skills.
Strong quantitative aptitude and advanced proficiency in Excel.
Detail-oriented and able to manage multiple projects in a deadline-driven environment.
Intellectual interest in equity markets, macroeconomics, and the U.S. banking sector.
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 14d ago
Associate, Corporate Banking - FIG Insurance
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in New York, NY
Application Deadline: 01/23/2026 Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.
* 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 which may affect client's portfolio and business needs.
* Initiates contact with partners for new client sales.
* Participates in deal teams to develop, present and win mandates for new opportunities.
* Partners with deal team and product specialists for accurate, detailed client information.
* Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
* 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.
* Identifies opportunities to diversify client portfolios.
* Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.
* Identifies opportunities for increased efficiency and improved service to internal and external clients.
* Provides analytical findings to deal teams.
* Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
* Builds effective relationships with internal/external stakeholders.
* 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 business needs and industry requirements dictate.
* Analyzes/assesses industry compilations.
* Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
* Completes due diligence and credit analysis on new and existing client relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
* Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
* Provides feedback on, and, supports continuous improvement opportunities.
* Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
* Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable.
* 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.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works independently on a range of complex tasks, which may include unique situations.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
* Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.
* MBA degree preferred.
* 3+ years of investment banking or valuation experience at a financial analyst level.
* Knowledge of capital markets, investment banking products and applicable regulations.
* Credit analysis experience/ understanding.
* Good knowledge of the organizational lending and portfolio management policies and objectives.
* Demonstrates solid deal/transaction execution and/or project management skills.
* Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
* Expertise in financial computer applications and database management tools.
* Technical proficiency gained through education and/or 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.
Base Salary
$135,000.00 USD
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.