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About the Role
Supports the origination and structuring of corporate lending transactions with a focus on Large Financial Sponsors in the real estate sector. Coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Provides lending expertise for various sectors, focusing on transaction financing, establishing credit facilities, and facilitating credit approvals across Capital Markets. Cross-sells Corporate Banking products to BMO Capital Market clients and manages the lending portfolio.
Responsibilities
- Cultivates relationships with new and existing clients using financial market expertise.
- Grows and elevates the BMO brand through community involvement.
- Institutes cross-selling initiatives to clients across the firm, transitioning them into significant sales.
- Operates as a key member of the deal team to maximize sector penetration and returns.
- Creates pitch books and leads client presentations for financial solutions.
- Monitors clients, industries, and regulatory agencies for potential changes affecting client portfolios.
- Initiates contact with partners for new client sales.
- Partners with deal teams and product specialists for accurate client information.
- Prepares credit documentation for internal and external stakeholders.
- Directly manages a diverse portfolio of loans to large Financial Sponsors.
- Reviews and monitors the performance of existing accounts and client relationships.
- Understands client needs and provides relevant ideas and opinions for recommendations.
- Recognizes opportunities to cross-sell and grow share of clients' wallets.
- Collaborates with sector coverage partners to cover clients and prospects, identifying and delivering creative solutions.
- Prepares and oversees the delivery of creative and timely pitches.
- Provides strong deal structuring and negotiates transactions with clients.
- Obtains credit concurrence and coordinates pricing approval as a client advocate.
- Maintains ongoing coverage contact with lending clients and sector managers.
- Develops and maintains strong client relationships at all levels.
- Builds positive client relations through a deep understanding of client needs and aligning products/services.
- Identifies and leverages key decision-makers and influencers in client and internal organizations.
- Anticipates changes in client needs and provides strategic/creative solutions.
- Acts as a positive change agent to drive improved efficiency and effectiveness.
- Identifies and delivers opportunities to improve the client experience, involving partners where appropriate.
- Provides strategic input into business decisions as a trusted advisor.
- Maintains awareness of all firm products and services and facilitates continuous updates.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Develops and leverages relationships across LOBs, with executives, and external clients to foster coordination.
- Ensures alignment between stakeholders.
- Works with specialists as needed to support successful deal completion.
- Uses financial analysis to proactively identify cross-selling opportunities.
- Generates updated financial models/analyses as business needs and industry requirements dictate.
- Analyzes and assesses industry compilations.
- Applies appropriate technical concepts and completes/leads technical and financial reports/analyses to support client deliverables.
- Completes due diligence and credit analysis on new and existing client relationships.
- Breaks down strategic problems, analyzes data and information to provide insights and recommendations.
- Understands the complexity of transactions and related risks.
- Balances the Bank's risk appetite with client needs in making recommendations/proposals.
- Makes decisions based on a strong understanding of risks, evaluates risk-return trade-offs, and takes accountability for assumed risks.
- Provides feedback on and supports continuous improvement opportunities.
- Identifies and acts on opportunities for revenue, cost reduction, or capital optimization.
- Integrates information from multiple sources for efficient processes, enhanced analysis, and streamlined reporting.
- Reviews and guides the work of team members to deliver business results.
- Considers risk, internal controls, and compliance in day-to-day accountabilities and adheres to policies and procedures.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and solve complex problems.
- Implements changes in response to shifting trends.
- Takes measured risks while protecting the bank by applying the Risk Management Framework.
Requirements
- Typically 7+ years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Direct experience leading acquisition financing for Financial Sponsors with a focus on take-private transactions.
- Minimum of 9 years of relevant experience in investment banking, negotiating and structuring complex financial transactions.
- Some experience in a corporate lending environment developing business.
- Demonstrated strong understanding of securitization and private credit markets.
- Relevant Business Services Sector experience is highly desired.
- Excellent knowledge of the organizational lending and portfolio management policies and objectives.
- Excellent knowledge of the bank’s financial solution products and services.
- Ability to create and deliver professional product ideas and presentations.
- Exceptional analytical skills.
- Expertise in financial computer applications and database management tools.
- Seasoned professional with a combination of education, experience and industry knowledge.
- Able to manage ambiguity.
- Capable of managing conflicting time-sensitive priorities.
- Adheres to policies and procedures.
Skills
- Verbal & written communication skills - In-depth / Expert
- Analytical and problem solving skills - In-depth / Expert
- Influence skills - In-depth / Expert
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
- Data driven decision making - In-depth / Expert
Location
- 151 W 42nd Street
Work Type
- Salaried
Experience Level
- 7+ years of relevant experience
- Minimum of 9 years of relevant experience
Education Level
- Post-secondary degree in related field of study
- 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
Salary/Compensations
- $250,000 USD
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
About the Company
- 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 boundaries, we transform lives and businesses, and power economic growth around the world.
- As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
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.