Project Finance Portfolio Manager

3 weeks ago


Toronto, Ontario, Canada Bank of Montreal Full time
Job Title:

Associate, Portfolio Management – Project and Energy Transition Finance, Corporate Banking

Job Summary:

We are seeking a highly skilled and experienced Associate, Portfolio Management – Project and Energy Transition Finance, Corporate Banking to join our team. The successful candidate will be responsible for supporting the portfolio management of a project finance portfolio across various industries and asset classes, including power generation, utilities, infrastructure, energy, and energy transition.

Key Responsibilities:
  • Support the portfolio management of a project finance portfolio, including usual interim/annual reviews and negotiation, analysis, and execution of complex amendments, waivers, and consents.
  • Lead portfolio management tasks with minimal guidance under time constraints.
  • Understand project finance risks, including technical, market, legal, and financial risk.
  • Transaction analysis, including credit analysis, due diligence, credit documentation, and critical analysis of financial modeling assumptions.
  • Prepare annual/interim review write-ups with minimal guidance.
  • Coordinate with credit and operations teams for portfolio management activities.
  • Act as Administrative/Collateral Agent, reviewing reporting, loan draw CP confirmation, and liaising with syndicate lenders.
Requirements:
  • Undergraduate degree in business, finance/accounting, economics with outstanding academic achievement.
  • Minimum of 5 years of project finance origination or portfolio management experience, with proven experience analyzing project finance transactions.
  • Proven experience in closing project finance transactions or negotiating complex amendments and sensitizing project finance financial models.
  • North American sector, market, and asset class knowledge across power, utilities, infrastructure, energy, and energy transition will be an asset.
  • Effective organizational and time-management skills with exceptional attention to detail.
  • Creative problem-solver with intellectual agility and curiosity.
  • Highly proficient in Excel, PowerPoint, Word.
What We Offer:

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. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We're committed to creating lasting, positive change for our customers, our communities, and our people. Accommodations are available on request for candidates taking part in all aspects of the selection process.



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