Vice President, Global Markets

BMO•New York, NY

About The Position

The Vice President of CLO Banking & Structuring supports the origination and execution of CLO-related financing transactions, including client coverage, transaction structuring, credit analysis, underwriting, syndication, and deal execution. As a senior team member, the role works closely with CLO managers, institutional investors, and internal product partners to grow client relationships and develop business opportunities across structured credit markets. The position calls for technical expertise in CLO mechanics covering Broadly Syndicated Loans and Private Credit/Middle Market, strong relationship management, and experience managing complex capital market transactions from inception through closing.

Responsibilities

Maintain dialogue with CLO collateral managers, equity and debt investors, and issuers to identify warehousing and primary issuance opportunities.
Lead structuring for primary CLO transactions and warehouse facilities, design capital structures, model cash flows, and ensure compliance with rating agency criteria.
Conduct corporate credit analysis and collateral quality reviews to support risk management and capital commitment approvals.
Manage transaction workstreams involving legal counsel, rating agencies, internal syndication, and sales desks; oversee transactions while in-market and adjust structures based on investor feedback and market conditions.
Prepare investor presentations, pitchbooks, and syndication marketing materials, and lead client calls explaining transaction structures, capital structures, and documentation terms.
Review, analyze, and negotiate CLO transaction documents, including indentures and warehouse agreements, balancing the interests of managers, investors, and rating agencies.
Oversee, mentor, and allocate work to Analysts and Associates, ensuring high data quality and analytical precision.