Application Deadline:

03/27/2025

Address:

525 8th Ave SW East Tower

Job Family Group:

Capital Mrkts Sales & Service

Supports the portfolio management of an Energy / Energy Infrastructure lending portfolio. The position requires an individual who thrives in a fast-paced, collaborative environment and is keen to further develop their skills analyzing credit structures, detailed financial analysis,  and  working through  a variety of credit agreement amendments. The individual will ultimately be responsible for hands-on portfolio management of several files, which includes usual interim/annual reviews and negotiation, analysis and execution of complex amendments, waivers and consents as well as presenting the portfolio to the senior portfolio manager. The ability to lead portfolio management tasks with minimal guidance under time constraints will be a key differentiator of success.

Portfolio Management Responsibilities:

Understanding sector credit risks including but not limited to technical, market, legal and financial risk.

Transaction analysis, including but are not limited to:

Credit analysis

Due diligence

Credit documentation (financing agreements, term sheets, etc.)

Critical analysis of financial modelling assumptions and due diligence review

AML/KYC requirements

Annual/Interim review write-ups, including risk and mitigants review, proposing of appropriate sensitivities and running of financial model specific to each transaction

Pro-active raising of challenges, issues and concerns on transactions and proposing solutions

Preparing annual or interim review write-ups with minimal guidance

Coordinate with credit and operations teams for portfolio management activities

Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures, including the identification of exceptions/escalations

Exercises judgment to identify, diagnose, and solve problems within given rules.

Qualifications:

Undergraduate degree in business, finance/accounting, economics with outstanding academic achievement

Strong financial modelling skills are critical

1-3 years of prior lending origination or portfolio management experience, with specific Energy sector experience an asset

North American Energy sector, market and asset class knowledge across power, utilities, infrastructure, energy and energy transition will be an asset

Effective organizational and time-management skills with exceptional attention to detail

Outstanding communication (written, oral, listening) and interpersonal skills with ability to present complex information succinctly to internal and external audiences

Self-starter with ability to learn quickly and work independently while also being able to work effectively in a team environment

Creative problem-solver with intellectual agility and curiosity

Highly proficient in Excel, PowerPoint, Word

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.