Associate, Corporate Banking, Power, Utilities and Infrastructure

Bank of Montreal•New York, NY

1d•$135,000 - $165,000

About The Position

Exciting opportunity to join BMO as an Associate on the U.S. Power, Utilities and Infrastructure (“PU&I”) Corporate Banking team. BMO’s 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.).

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.
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

Nice To Haves

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.

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