Academic Portfolio Specialist

4 weeks ago

Montreal, Quebec, Canada Bank of Montreal Full time
Job Title: Academic Portfolio Manager

At Bank of Montreal, we're seeking a highly skilled Academic Portfolio Manager to join our team. As a key member of our organization, you will play a critical role in facilitating decision-making and analysis of credit information to support lending decisions and processes.

Key Responsibilities:
  • Apply deep expertise in bank products, processes, and systems to ensure a high-quality client experience.
  • 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.
  • Participate in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Maintain current on financing trends in target clients' markets and communicate same to team members.
  • Oversee preparation of concise, well-reasoned credit correspondence.
  • Oversee documentation and ongoing monitoring of asset and client performance.
  • Provide accurate financial analysis and risk assessment of new and existing customers.
  • 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.
  • Provide specialized consulting, analytical, and technical support.
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.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

We offer a total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. Our benefits package includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We're committed to creating lasting, positive change for our customers, communities, and people. 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.

About Us:

Bank of Montreal is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing, and transforming how we work to drive performance and continue growing the good.

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