Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Exciting opportunity to join BMO as an Associate on the U.S. Power, Utilities and Infrastructure (“PU&I”) Corporate Banking team. The Corporate Bank is responsible for client coverage and relationship management; the origination, structuring and execution of lending transactions; collaboration with core Corporate Banking partners to drive product cross-sell; and, partnership with Investment Banking to provide current and prospective clients with creative financing solutions across Debt / Equity Capital Markets and Leverage Finance. The Associate position is responsible for providing transaction execution support over a variety of transaction types (Corporate Financing, Acquisition Financing, Bridge Financing), while also supporting client coverage by assisting with loan origination / structuring and cross-sell pitches (Treasury Products, Commodities, Trade Finance, Interest Rate Hedging, Leasing, etc.).

Responsibilities

Supporting transaction execution for a diverse portfolio of PU&I clients
Preparing credit documentation (i.e. applications, memoranda, presentations, etc.) for internal and external stakeholders
Completing due diligence and credit analysis on new and existing client relationships. May include client calls, analysis of business models, and comprehensive review of industry trends and related regulations.
Ability to understand transaction risk factors (credit, market, operational, legal / compliance, etc.) and effectively communicate those aspects to relevant internal stakeholders
Monitoring clients, sectors and regulatory agencies for potential changes that may affect client portfolios and business needs
Generating updated financial models / analyses as business needs and industry requirements dictate
Collaboration with sector coverage partners to create internal and external marketing content
Creation of pitch books for clients with respect to financial solutions and participation in their presentation to clients
Supporting the execution of strategic initiatives in collaboration with internal and external stakeholders
Building effective relationships with internal and external stakeholders
Ability to work independently and regularly handle non-routine situations

Requirements

2-4 years of relevant experience in Corporate and / or Investment Banking with demonstrated aptitude in credit analysis and underwriting
Experience supporting the origination and structuring of loans, including revolving, term and bridge credit facilities.
Specific experience in PU&I and / or with more complex structures (project finance, hybrid corporate-project finance, multi-tranche and multi-creditor class, etc.) is a plus.
Deal execution and project management skills – ability to manage multiple live transactions / projects / initiatives at a time
Strong skills in quantitative analytics, financial modeling and credit analysis
Excellent written and oral communication skills
Ability to create and deliver professional presentations
Highly collaborative
Undergraduate degree with high academic achievement

Skills

credit analysis
underwriting
loan origination
loan structuring
revolving credit facilities
term credit facilities
bridge credit facilities
project finance
hybrid corporate-project finance
multi-tranche credit facilities
multi-creditor class credit facilities
deal execution
project management
quantitative analytics
financial modeling
credit analysis
written communication
oral communication
presentation creation
presentation delivery

Location

151 W 42nd Street

Work Type

Salaried

Experience Level

Associate

Education Level

Undergraduate degree

Salary/Compensations

$135,000 up to $165,000 USD

Benefits

health insurance
tuition reimbursement
accident and life insurance
retirement savings plans

About the Company

BMO 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.
We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.
As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Equal Opportunity

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics.
We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.