Analyst - Sponsor Finance

BMO•Chicago, IL

1d•$54,000 - $99,600

About The Position

BMO Sponsor Finance originates, structures, underwrites and manages middle-market private equity sponsor transactions including leveraged buyouts, dividend recapitalizations, add-on acquisitions and growth capital. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Acts timely, efficiently and independently, taking ownership of client satisfaction. May include focused calling and pipeline management activities. Provides advice and guidance to assigned business/group on implementation of solutions. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Conducts thorough analysis of client capital and credit risk. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. 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, including, but not limited to, private credit, banking, public accounting, investment banking and valuations, and post-secondary degree in related field of study or an equivalent combination of education and experience.
In depth specific functional knowledge and broad business knowledge.
Strong analytical skills.
Exceptional skills in quantitative analytics and credit analysis skills.
Highly developed written and oral communication skills.
Strong proficiency in Microsoft Office products and the Internet.
Strong interpersonal skills.
Ability to work under limited supervision.
Basic understanding of risk management concepts
Ability to learn and adapt quickly.
Excellent capability to independently and proactively service multiple clients.
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

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank.
Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations.
Makes credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
Acts timely, efficiently and independently, taking ownership of client satisfaction.
May include focused calling and pipeline management activities.
Provides advice and guidance to assigned business/group on implementation of solutions.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Conducts thorough analysis of client capital and credit risk.
Provides accurate financial analysis and risk assessment of new and existing customers.
Partners with internal stakeholders for accurate, detailed client information.
Develops credit information to make lending decisions on new, renewal and extension loans.
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
Prepares summary, present facts and offer opinions concerning credit worthiness.
Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
Provides input into the planning and implementation of operational programs.
Builds effective relationships with internal/external stakeholders.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.