Analyst, Global Markets Corporate Banking
About the role
BMO Capital Markets is seeking an Analyst to join the Securitization, Structured Margin Loan and Private Credit Financing Group within Global Markets Corporate Banking.
Responsibilities
- Complete due diligence, credit analysis, transaction underwriting, credit approval, legal document negotiation, and ongoing portfolio management in support of the Private Credit Financing Team.
- Review and monitor primary facility and asset level financial statements for potential changes which may affect the Borrower’s performance through detailed review of quarterly financial statements, participation in lender calls, and ongoing dialogue with sponsor/management teams.
- Prepare quarterly portfolio reviews including analyzing historical and projected financial performance, industry trends and macroeconomic analysis in conjunction with Account Management for presentation to senior Global Markets and Risk professionals.
- Prepare concise credit analysis and other correspondence on an annual or more frequent basis for all Borrowers.
- Absess Borrowers’ internal risk rating on a regular basis based on changes to the quantitative and qualitative aspects of the individual assets within the financed portfolios.
- Prepare regular facility and portfolio-level reporting for Account Management, senior leadership, business partners in Global Markets and Credit Risk.
- Maintain accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of Bank’s financing position.
- Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Work with specialists as needed to support successful deal completion.
Qualifications
- 1-2 years of relevant experience, including, but not limited to, private credit, banking, public accounting, investment banking and valuations, and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement.
- Completion of a financial analysis credit training program preferrable.
- Experience with lending and derivative products.
- Ability to periodically travel to client meetings and industry conferences.
Skills
- Excellent analytical skills to include business, financial, and credit analysis areas.
- Strong understanding of risk management concepts.
- Skilled in building complex financial and capital models.
- Proficient in building cash flow modeling.
- Strong written and oral communication skills.
- Strong proficiency in Microsoft Office products, notably MS Excel and PowerPoint.
- Ability to be creative, insightful and resourceful in performance of duties.
- Strong interpersonal skills used within a demanding team environment.
- In-depth ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.
- Excellent capability to independently function as part of a team through self-motivation.
Pay
The salary range for this role is $95,000 up to $110,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).
Schedule
Not specified.
Benefits
To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
Company Information
BMO Financial Group 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.