Operate as key member of the relationship team to position the bank as a strategic advisor to clients and prospects.
Lead strategic discussions directly with boards of directors, shareholders and executive management teams of clients and prospects.
Prepare and deliver customized corporate finance analysis and presentations.
Provide leadership to relationship teams to deliver high-quality, comprehensive transaction execution to differentiate BMO in the minds of clients and prospects – making BMO an indispensable strategic and lending partner.
Collaborate with commercial banking teams to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.
Provide transaction structuring expertise on debt, equity and hybrid securities.

Undergraduate degree, with a focus on finance, economics, or accounting.
MBA or equivalent experience in finance, accounting and business law.
8-10+ years of experience in investment banking, corporate development or corporate finance.
Experience working with and advising ESOPs throughout the lifecycle.
Experience negotiating and structuring M&A and other transactions.
Expert knowledge of capital markets, transaction legal matters & risk management.
Proven leadership skills, including experience with mentoring and developing junior talent.

Director, ESOP Advisory – Buy-Side M&A

Key skills