Associate, Corporate Banking

105-119-129 rue St-Jacques O MONTREAL Quebec,H2Y 1L6

Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.
- Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
- Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.
- Initiates contact with partners for new client sales.
- Participates in deal teams to develop, present and win mandates for new opportunities.
- Partners with deal team and product specialists for accurate, detailed client information.
- Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
- Reviews and continually monitors performance of existing accounts and client relationships.
- Identifies opportunities to diversify client portfolios.
- Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.
- Identifies opportunities for increased efficiency and improved service to internal and external clients.
- Provides analytical findings to deal teams.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Creates financial models to analyze client portfolios and anticipate client needs.
- Uses financial analysis to proactively identify opportunities to cross-sell.
- Generates updated financial models/ analyses as business needs and industry requirements dictate.
- Analyzes/assesses industry compilations.
- Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
- Completes due diligence and credit analysis on new and existing client relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
- Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
- Provides feedback on, and, supports continuous improvement opportunities.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable.
- Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.
- MBA degree preferred.
- 3+ years of investment banking or valuation experience at a financial analyst level.
- Knowledge of capital markets, investment banking products and applicable regulations.
- Credit analysis experience/ understanding.
- Good knowledge of the organizational lending and portfolio management policies and objectives.
- Demonstrates solid deal/transaction execution and/or project management skills.
- Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
- Technical proficiency gained through education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.

Base Salary: $115,000

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

**Salary**:
**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on fa