Analyst, Corporate Banking
About the role
Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.
Responsibilities
- Supports deal teams in development, presentation, and winning mandates.
- Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
- Sets up credit facilities to support trading products business and facilitates credit approvals in support of Trade Finance products.
- Cross-sells Corporate Banking products to BMO Capital Market clients.
- Develops written internal and external marketing pitch material.
- Provides ongoing management of the lending portfolio.
- Develops an understanding of and proficiency in using all required systems and models.
- Performs complex financial modeling and runs valuation analysis as part of client/industry evaluations.
- Completes due diligence and credit analysis on new and existing client relationships.
- Prepares industry compilations.
- Completes quality reports/analyses.
- Applies technical concepts and understands implications of work to client/transaction.
- Identifies opportunities for increased efficiency and improved service to internal and external clients.
- Provides analytical findings to deal teams.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Researches and analyzes financial and operating information relating to companies and industries.
- Creates statistical exhibits and trend analysis of financial performance for client presentations.
- Develops an understanding of and proficiency in using all required systems and models.
- Provides feedback on, and supports continuous improvement opportunities.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Thinks creatively and proposes new solutions.
- Exercises sound and risk-informed decision-making aligned to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.
- Financial analysis training and experience.
- Up to 3 years of relevant experience within investment and/or corporate banking unit.
- Excellent analytical skills.
- Highly skilled in building complex financial models.
- Expertise in financial computer applications and database management tools.
- Skilled in creating statistical presentations.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Pay
The salary range for this role is $105,000 up to $110,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).
Benefits
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more information, 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. 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 learn more, visit us at https://jobs.bmo.com/us/en.
Equal Employment Opportunity
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. 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.