Vice President, Corporate Banking- Portfolio Strategy & Underwriting

_Please note the base salary for this role is $ USD._

Supports the origination and structuring of corporate lending transactions for both Sponsor & Non Sponsor transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support leveraged buyouts (LBOs), mergers and acquisitions, dividend recapitalizations, refinancings, add-on acquisitions as well as Investment Grade / sub investment grade transactions.

trading products business and facilitating credit approvals in support of Trade Finance products. Also provides ongoing management of the lending portfolio.

+ Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.

+ Operates as key member of the deal team with efforts to maximize sector penetration and returns.

+ Institutes cross-selling initiatives to increase ranking with clients.

+ Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs.

+ Partners with deal team and product specialists for accurate, detailed client information.

+ Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.

+ Directly manages a diverse portfolio of private, public, and middle market companies (both investment grade and sub investment grade borrowers) with progression toward increasing client responsibility.

+ Reviews and continually monitors performance of existing accounts and client relationships.

+ Identifies opportunities to diversify client portfolios.

+ Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.

+ Collaborates with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions.

+ Provides deal structuring expertise and negotiates transactions with clients.

+ Maintains key ongoing coverage contact with lending clients and sector managers.

+ Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.

+ Identifies and leverages key decision makers and influencers in client / internal organizations.

+ Interprets client strategy and anticipates needs to deliver solutions.

+ Identifies opportunities for increased efficiency and improved service to internal and external clients.

+ Acts as a positive change agent to drive improved efficiency and effectiveness.

+ Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.

+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

+ Builds effective relationships with internal/external stakeholders.

+ Ensures alignment between stakeholders.

+ Works with specialists as needed to support successful deal completion.

+ Uses financial analysis to proactively identify opportunities to cross-sell.

+ Generates updated financial models/analyses as business needs and industry requirements dictate.

+ Analyzes/assesses industry compilations.

+ Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.

+ Completes due diligence and credit analysis on new and existing client relationships for

Sponsor-backed leveraged borrowers, private equity ownership structures, acquisition strategies, financial sponsor track records, transaction assumptions, and industry trends.

+ May include analysis of business models, and comprehensive review of industry trends and related regulations.

+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

+ Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.), including risks associated with highly leveraged capital structures, acquisition integration, dividend recapitalizations, sponsor exit strategies, and cyclical earnings profiles.

+ Balances the Bank's risk appetite with the client needs in making recommendations/ proposal.

+ Provides feedback on, and, supports continuous improvement opportunities.

+ Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.

+ Integrates information…