Associate, Corporate Banking - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

100 King Street West Toronto Ontario,M5X 1A1

BMO Capital Markets is a leading, full-service financial services provider.

We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.

#bmocapitalmarkets

The Associate will work for the Global Financial Institutions Group - Insurance Team, which has a global platform with a growing and dynamic presence in the U.S.

combined with a very strong and stable presence in Canada. The Insurance Team fosters a very collaborative environment, supportive culture and offers exciting opportunities for career development and advancement.

Portfolio Management Support

Participate in FIG deal teams to develop, present and win mandates for new opportunities.
Create pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Actively participate in decision making with product partners for new client sales.
Understand the needs of clients and utilize financial analysis to proactively identify crosssell opportunities.
Support the FIG Relationship Managers on portfolio management needs for the business.
Build effective relationships with internal/external stakeholders.

Credit Risk and Financial Analyses

Research and analyze financial and operating information across FIG verticals with a primary focus on insurance companies.
Complete due diligence and credit analysis on new prospects and existing client relationships.
Perform Financial Statement analysis utilizing all software associated with credit adjudication.
Analyze/assess transactions for structural strengths/weaknesses and industry compilations.
Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
Monitor client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs.
Maintain internal trigger/compliance monitoring records.
Review credit documentation for conformity with approved Credit terms and conditions.
Considers risk, internal controls and compliance as part of daytoday accountabilities and adheres to policies and procedures.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable.

Qualifications

Undergraduate degree with academic coursework in finance, economics, or accounting with an outstanding academic achievement.
Relevant experience in similar roles preferred, 35 years
Credit analysis training and experience. Will provide FIGspecific training.
Understanding of organizational lending and portfolio management policies and objectives.
Some knowledge of Capital Market products

Skills

Excellent analytical skills including business, financial and credit analysis areas.
Demonstrates solid deal/transaction execution and/or project management skills.
Technical proficiency gained through education and/or business experience.
Able to work independently on a range of complex tasks, which may include unique situations
Exceptional collaboration & team skills.
Excellent verbal & written communication skills.

We're here to help
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.