Director, Sponsor Finance

Join to apply for the Director, Sponsor Finance role at BMO1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.About Sponsor FinanceMid‑market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance.About the Director RoleThe Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and prospective clients within the sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e., LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda.To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include:Establish cross‑selling initiatives to increase penetration with clients.Apply deep expertise in bank products, processes and systems and effectively troubleshoot to ensure a high‑quality client experience.Coordinate closing with closing department, clients and attorneys.Serve as a daily escalation resource to ensure client expectations are met or exceeded.Act as a trusted advisor to assigned business/group.Influence and negotiate to achieve business objectives.Recommend and implement solutions based on analysis of issues and implications for the business.Conduct independent analysis and assessment to resolve strategic issues.Help determine business priorities and best sequence for execution of business/group strategy.Act as the prime subject matter expert for internal/external stakeholders.Participate in the development of financial models and other analytical tools to assist clients in evaluating capital structure.Design and produce regular and ad‑hoc reports, and dashboards.Maintain current knowledge of financing trends in target clients' markets, and communicate same to team members.Lead or participate in defining the communication plan designed to positively influence or change behaviour; develop tailored messaging; and identify appropriate distribution channels.Oversee preparation of concise, well‑reasoned credit correspondence.Coordinate the preparation of lending proposals and pitches to prospective clients to maximize penetration and returns.Negotiate transactions with clients and provide deal structuring expertise.Oversee documentation and ongoing monitoring of asset and client performance.Train, mentor and lead a team of junior bankers while managing workflow of deal team by aligning tasks with departmental goals and objectives.Provide accurate financial analysis and risk assessment of new and existing customers.Partner with internal stakeholders for accurate, detailed client information.Develop credit information to make lending decisions on new, renewal and extension loans.Assist in negotiations of terms and conditions of all decisions made via phone and e‑mail interaction with clients.Prepare summary, present facts and offer opinions concerning credit worthiness.Minimize BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provide input into the planning and implementation of operational programs.Build effective relationships with internal/external stakeholders.Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.Provide specialized consulting, analytical and technical support.Exercise judgment to identify, diagnose and solve problems within given rules.Work independently and regularly handle non‑routine situations.QualificationsSeasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external markets.Typically 7+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.Able to manage ambiguity and balance multiple priorities.Credit qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated knowledge of private equity industry and market’s competitive environment.Experience in contact negotiations with both clients and legal counsel.Risk Management – In‑depth.Sales and Service Management – In‑depth.Relationship Management – In‑depth.Resource Planning – Working.Financial and Working Capital Understanding – In‑depth.Strategic Thinking – In‑depth.Verbal & written communication skills – In‑depth / Expert.Analytical and problem‑solving skills – In‑depth / Expert.Influence skills – In‑depth / Expert.Collaboration & team skills – with a focus on cross‑group collaboration – In‑depth / Expert.Data driven decision making – In‑depth / Expert.Salary$86,000.00 - $160,000.00Pay TypeSalariedThe 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-RewardsAbout UsAt 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 and note that BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Seniority LevelNot ApplicableEmployment TypeFull‑timeJob FunctionFinance and SalesLocationCalgary, Alberta, Canada (CA$130,000.00–CA$145,000.00) #J-18808-Ljbffr