Vice President, Global Markets

Bank of Montreal • New York, NY

1d

About The Position

The Vice President (VP) 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 VP works closely with CLO managers, institutional investors, and internal product partners to grow client relationships and develop business opportunities across structured credit markets. The role calls for technical expertise in CLO mechanics across Broadly Syndicated Loans and Private Credit/Middle Market, strong relationship management, and experience managing complex capital market transactions from inception to closing.

The VP also oversees, mentors, and allocates workflow to junior Analysts and Associates, ensuring high data quality and analytical precision.

Requirements

• Deep technical expertise in CLO mechanics, including Broadly Syndicated Loans and Private Credit/Middle Market.
• Excellent relationship management capabilities.
• A proven track record of managing complex capital market transactions from inception to closing.

Responsibilities

• Maintain active 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 underlying corporate credit analysis and collateral quality reviews to support internal risk management and capital commitment approvals.
• Act as transaction captain, coordinating workstreams across legal counsel, rating agencies, internal syndication, and sales desks.
• Manage deals while in market, adjusting structures in response to investor feedback and market conditions.
• Create investor presentations, pitchbooks, and syndication marketing materials, and lead client calls explaining structural nuances, capital structures, and documentation terms.
• Review, analyze, and negotiate core CLO transaction documents, including indentures and warehouse agreements, while balancing the interests of managers, investors, and rating agencies.
• Oversee, mentor, and allocate work to junior Analysts and Associates, ensuring exceptional data quality and analytical precision.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed