Vice President, Real Estate, Investment Banking

Overview

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

Responsibilities

• Operates as key member of the deal team with efforts to maximize sector penetration and returns.

• Institutes cross-selling initiatives to increase ranking with client.

• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.

• Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.

• Initiates contact with partners for new client sales.

• Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.

• Reviews and continually monitors performance of existing accounts and client relationships.

• Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).

• Understands client needs and provides relevant ideas and opinions to generate recommendations.

• Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions.

• Provides deal expertise and prepares/oversees delivery of creative and timely "pitches".

• Supports credit concurrence/pricing efforts as a client advocate.

• Maintains key ongoing coverage contact with clients and sector managers.

• Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.

• Identifies and leverages key decision makers and influencers in client / internal organizations.

• Acts as a positive change agent to drive improved efficiency and effectiveness.

• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.

• Assists in the development of strategic plans.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

• Works with specialists as needed to support successful deal completion.

• Ensures alignment between stakeholders.

• Creates financial models to analyze client portfolios and anticipate client needs.

• Uses financial analysis to proactively identify opportunities to cross-sell.

• Generates updated financial models/ analyses as dictated by business needs and industry requirements.

• Analyzes/ assesses industry compilations.

• Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.

• Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).

• Balances the Bank's risk appetite with client needs when making recommendations / proposals.

• Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.

• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

• Reviews and guides work of Analysts and Associates to deliver business results.

• Delivers financial modeling to support strategic recommendations to clients.

• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

• Provides specialized consulting, analytical and technical support.

• Exercises judgment to identify, diagnose, and solve problems within given rules.

• Works independently and regularly handles non-routine situations.

• Broader work or accountabilities may be assigned as needed.

Qualifications

• Typically between years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• An undergraduate degree. Focal areas of finance,…