525 8th Ave SW East Tower Calgary Alberta,T2P 1G1

Reporting to the Managing Director and Head, A&D Advisory, within the BMO Capital Markets Investment Banking Energy Group, the “Vice President, Investment Banking, A&D” role is responsible for completing, coordinating, and leading detailed financial and technical analysis including the integration of engineering, geological and financial information, and will work on a blend of divestiture, acquisition, and merger mandates. The ideal candidate acknowledges the hybrid nature of energy banking, combining both financial and technical elements of the industry.

The successful candidate must be flexible, adaptable, and capable of working in a high pace environment where multitasking different priorities is essential. As an energetic self-starter, you also have exceptional interpersonal/communication skills, enjoy a challenge, and thrive in a team environment.

This role 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.

Key Accountabilities:

• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Leadership role in the execution and completion of technical evaluations, economic performance analysis, reservoir and asset descriptions, upside identification and other interpretation related outputs.
• Comfort in a high velocity environment with significant business development and project execution responsibilities.
• Leadership role in coverage material design and marketing document design (teasers, management presentations, etc.)
• Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
• Opportunity to grow to manage a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
• 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 analytically driven pitch material.
• Maintains key ongoing coverage contact with clients and sector stakeholders.
• Identifies and leverages key decision makers and influencers in client / internal organizations and is comfortable developing client relationships to deliver the advantages of the firm as a single organization.
• 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 and supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works with investment banking coverage team as needed to support successful deal completion.
• Creates and diagnoses financial models to analyze opportunities as dictated by business needs.
• Applies appropriate technical concepts and leads consistent and reliable technical and financial analysis 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 drive profitability.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Mentors, reviews and guides work of Analysts and Associates.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Works independently and has an adaptability to handle non-routine situations.

Qualifications:

• Typically between 6 - 10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Requirement for an undergraduate degree. Focal areas of engineering strongly preferred (with consideration given to geoscience related degrees) with high academic achievement.
• Direct investment banking relevant experience in A&D, client coverage, negotiating and structuring financial transactions is viewed as a differentiator for this role.
• MBA, CFA or equivalent is also recognized.
• Relevant energy sector experience and business development understanding will be a precursor for success.
• Display of advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
• Direct experience in exploiting and evaluating resource oil and gas plays or experience in heavy oil / thermal operations.
• Broad understanding and fluency in the greater North American upstream energy landscape is required to succeed in an energy investment banking environment.
• In-depth reservoir technical experience as well as the ability to apply economic evaluation principles including production performance and decline analysis, type curve and inventory analysis, understanding key cost and economic drivers leading to full scale development planning and play commercialization concepts
• Significant experience with reserves software (preferably Val Nav, but others considered an asset also).
• Advanced experience with Microsoft Excel and Power Point and significant experience in building complex financial models is a pre-qualifier.
• Skills or familiarity in creating sector specific statistical analysis using analytics packages such as Enverus, Spotfire, etc.
• Any programming experience supporting automation and selected data analytics techniques applicable to the energy industry is considered a strong asset, including but not limited to languages such as Python, R, Microsoft VBA, etc.
  • Experience with automated play forecasting, auto-decline algorithms, and the application of data science into reservoir engineering workflows in the form of multi-variate play analysis and more advanced machine-learning analysis techniques will be considered differentiating, with incremental growth potential to an evolving leadership role within the team in both engineering and data science.
• Ability to demonstrate strong market knowledge to enable the comprehensive coverage of clients and the effective development of new solutions.
• Strong soft skills in verbal and written communication, team collaboration, data-driven decision making and public presenting will be critical in this role.

Base Salary: $150,000.00

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: https://jobs.bmo.com/global/en/Total-Rewards

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 https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.