BMO U.S. · 1 day ago
Vice President, FIG Insurance, Investment Banking
New York, NY
Full-time
Onsite
Mid, Senior Level
$260K/yr - $260K/yr
5+ years expBMO U.S. is seeking a Vice President to join its Life Insurance Investment Banking team. The role involves providing deep insurance industry expertise and innovative solutions to clients, while collaborating with stakeholders to execute strategic initiatives and manage client relationships.
Banking
Responsibilities
Participates in deal teams to develop, present, and win mandates for new opportunities
Creates pitch books for clients with respect to financial solutions and participates in client presentations
Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs
Reviews and continually monitors performance of existing accounts and client relationships
Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Generates updated financial models / analyses as dictated by business needs and industry requirements
Creates financial models to analyze client portfolios and anticipate client needs
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts
Delivers financial modeling to support strategic recommendations to clients
Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.)
Balances the Bank's risk appetite with client needs when making recommendations / proposals
Qualification
Required
A minimum of 5 years of insurance M&A experience across investment banking, corporate development, and/or actuarial consulting roles (exposure to, and/or a strong interest in, the U.S. life & annuity sector is preferred)
Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement
Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
Detail oriented with strong analytical abilities
Deep, sophisticated understanding of accounting and finance
Excellent mathematical, written/verbal communication, and computer skills
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Sound and professional judgement
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Preferred
MBA degree preferred but not required
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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