Vice President, Corporate Banking, Global Project

7 months ago


Toronto, Canada BMO Financial Group Full time

100 King Street West Toronto Ontario,M5X 1A1

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

The Global Project & Structured Finance (GP&SF) team at BMO Capital Markets is a specialized lending group within Investment & Corporate Banking. GP&SF’s mandate is to support the broader Investment & Corporate Banking product and sector groups by providing expertise through the structuring of complex lending transactions, including non-recourse project financing, acquisition financing, and leveraged transactions. GP&SF is supported by a portfolio management team and is seeking an experienced VP-level project finance portfolio manager.

Job Description: VP will lead a team responsible for portfolio management of the GP&SF loan portfolio across a variety of industries and asset classes including power generation, utilities, infrastructure, energy and energy transition. The position requires an individual who thrives in a fast-paced, collaborative environment and has a proven track record of coordinating internal and external teams to meet both transaction and internal deadlines. The individual will be responsible for all aspects of the ongoing portfolio management of the GP&SF loan portfolio. The ability to work independently as well as lead the portfolio management team with mínimal guidance under time constraints will be a key differentiator of success.

**Key Sector Skills**:

- Fundamental understanding of relevant aspects of financial modelling for projects, including an understanding of construction, operational, and financing inputs to the project financial model including preparing and explaining credit scenarios and sensitivities, key metrics, and summary outputs
- Experience with managing complex bank or private placement financings (specific experience with project financing transactions would be valuable). These include but are not limited to:

- Credit analysis
- Risk and return analysis
- Loan structuring and negotiation
- Due diligence (contracts, legal memoranda, etc.)
- Reviewing and commenting on Third-party consultant reports (independent engineer, market/insurance/environmental consultant, etc.) and liaising with the consultants
- Credit documentation support (financing agreements, term sheets, etc.)
- Financial closing coordination
- AML/KYC and client onboarding activities and coordination
- Virtual data room (VDR) management

**Portfolio Management**:

- Independently lead GP&SF portfolio management team with mínimal oversight from the Managing Director
- Lead annual reviews of loan portfolio, maintain borrower monthly and quarterly compliance reporting, and respond to internal / external audits
- Monitor and support portfolio of greenfield and operational projects including consent / waiver / amendment processes, and other credit events that may impact the borrower
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures
- Summarize diligence materials to develop and produce coherent recommendations and identify key risks and mitigants
- Coordinate with credit and operations teams for ongoing maintenance of the loan portfolio
- Maintain borrower credit files in a timely fashion
- Broader work or accountabilities may be assigned as needed
- Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.

**Coaching and Mentorship**:

- The VP will manage a team of junior professionals (Analysts, Associates, Interns)
- Provide oversight to Analysts/ Associates on management of existing assets.
- The VP will act as a coach/ mentor to junior professionals through portfolio management and amendment requests

**Qualifications**:

- Typically between 5 - 7 years of relevant experience 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.
- MBA, CFA or equivalent experience in financial services, accounting, or legal fields is desirable
- Relevant sector experience in project and structured finance
- Experience working in a regulated financial institution setting with a demonstrated strong understanding of organizational lending and portfolio management policies and objectives.
- Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative
- Ability to create and deliver professional presentations.

**We’re here to help**

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 b



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