Analyst, Corporate Banking- Project Finance

BMO•New York, NY

1d•$90,000

About The Position

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. Develops written internal and external marketing pitch material. Supports deal teams in development, presentation, and winning mandates. Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders. Seeks to develop an understanding of client needs and outcomes. 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. Researches and analyzes financial and operating information relating to companies and industries. Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations. Creates statistical exhibits and trend analysis of financial performance for client presentations. Completes due diligence and credit analysis on new and existing client relationships. Prepares industry compilations. Completes quality reports/analyses. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and, supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed.

Requirements

Typically between 3 - 5 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.
Has financial analysis training and experience.
Has up to 3 years of relevant experience within investment and/or corporate banking unit.
Excellent analytical skills.
Highly skilled in building complex financial models.
Expertise in financial computer applications and database management tools.
Skilled in creating statistical presentations.
Specialized knowledge from 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.

Responsibilities

Supports the origination and structuring of corporate lending transactions
Coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships.
Provides lending expertise for a variety of sectors
Establishes credit facilities to support trading products business
Facilitates credit approvals in support of Trade Finance products
Cross sells Corporate Banking products to BMO Capital Market clients
Provides ongoing management of the lending portfolio
Develops written internal and external marketing pitch material
Supports deal teams in development, presentation, and winning mandates
Reviews and assists in preparation of credit documentation for internal and external stakeholders
Seeks to develop an understanding of client needs and outcomes
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
Researches and analyzes financial and operating information relating to companies and industries
Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations
Creates statistical exhibits and trend analysis of financial performance for client presentations
Completes due diligence and credit analysis on new and existing client relationships
Prepares industry compilations
Completes quality reports/analyses
Applies technical concepts and understands implication of work to client/transaction
Develops an understanding of and proficiency in using all required systems and models
Provides feedback on, and, supports continuous improvement opportunities
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures