Associate, Global Markets Corporate Banking

Position Overview

Associate – Private Credit Financing (Securitization, Structured Margin Loan & Private Credit Financing Group), Global Markets Corporate Banking. Responsible for underwriting, portfolio management, reporting and supporting Account Management in approval decisions for private credit financing facilities.

• Conduct due diligence, credit analysis, transaction underwriting, legal document negotiation and provide credit approval recommendations.
• Perform ongoing portfolio management: review primary facility and asset‐level financial statements, monitor borrower performance, participate in lender calls, and maintain continuous dialogue with sponsors and management teams.
• Prepare quarterly portfolio reviews, including historical and projected financial performance, industry trends, macroeconomic analysis, and presentations to senior Global Markets and Risk professionals.
• Draft concise credit analysis and correspondence for all borrowers on an annual or more frequent basis.
• Assess internal risk ratings for borrowers based on quantitative and qualitative changes.
• Generate regular facility and portfolio‐level reports for Account Management, leadership and Credit Risk.
• Maintain accurate documentation to ensure adherence to policies, procedures and overall bank financing safety.
• Collaborate with specialists to support deal completion and drive efficient processes and reporting.

• Minimum 3 years of experience in private credit, banking, public accounting, investment banking, valuations or related fields.
• Post‑secondary degree in finance, economics, accounting or related discipline; undergraduate degree with high academic achievement preferred.
• Advanced credentials (MBA, CFA) or completion of a financial analysis or credit training program are assets.
• Familiarity with lending and derivative products.
• Ability to travel to client meetings and industry conferences as needed.
• Typically serves in this role for 2–5 years before promotion eligibility.

• Strong analytical skills in business, financial, and credit analysis.
• Proficiency in risk management concepts and complex financial modeling, including cash‑flow analysis.
• Excellent written and oral communication; capable of presenting complex information clearly.
• Advanced Microsoft Office skills, particularly Excel and PowerPoint.
• Creative, insightful, and resourceful approach to problem solving.
• Strong interpersonal skills to thrive in a demanding team environment.
• Exceptional organizational abilities to manage multiple projects independently.

Salary range: $135,000 to $165,000 USD, subject to skills, experience, education and qualification requirements.

Pay type:

Salaried, with possible commission and performance‐based incentives. Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For detailed benefits information, visit

BMO is a proud equal‑employment‑opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, protected veteran status, disability status, or any other legally protected characteristic. We also consider applicants with criminal histories consistent with applicable federal, state, and local law.

BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation, please email  and let us know the nature of your request and your contact information.