
Vice President, Healthcare, Investment Banking
- New York City, NY
- Permanent
- Full-time
- Operates as key member of the deal team with efforts to maximize sector penetration and returns.
- 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.
- 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”.
- 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.
- Acts as a positive change agent to drive improved efficiency and effectiveness.
- 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 and anticipate client needs.
- 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.
- Provides direction and feedback to Analysts and Associates; accountable for development and mentoring of Analysts and Associates
- Broader work or accountabilities may be assigned as needed.
- Typically between 5 - 7 years of relevant experience in Healthcare Investment Banking
- Life sciences sector experience is highly desirable
- Undergraduate and/or advanced degree in life sciences areas are highly desirable
- Good knowledge of the organizational portfolio management policies and objectives.
- Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
- Demonstrates strong biopharma market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
- Expertise in financial computer applications and database management tools.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment
- 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.