Senior Portfolio Banker - Private Equity

Final date to receive applications:
07/02/2026

Address:
320 S Canal Street

Job Family Group:
Wealth Sales & Service

Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience.

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
Manages the preparation of new lending proposals or presentations to clients/prospects.
Ensures new business meets policy and procedures requirements for profitability and risk management.
Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
Negotiates directly with clients on new and existing opportunities.
Works directly with clients in the event of deteriorating credit situations.
Provides day to day technical support and management of accounts for team members and customers.
May act as lead relationship manager.
Supports the sales process and client experience, identifying gaps, issues and best practices.
Ensures timely resolution of all client questions and concerns, both internal and external.
Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Identifies emerging issues and trends to inform decision-making.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Partners with the leadership team on strategic direction and complex line-of-business projects.
Conducts independent analysis and assessment to resolve strategic issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Acts as the prime subject matter expert for internal/external stakeholders.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Completes comprehensive analysis for risk, financial and profitability rating and assessments.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines.
May provide specialized support for other internal and external regulatory requirements.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Mitigates identified risks and…