Analyst, Loan Syndications, BMO Capital Markets

Mandate

The mandate of Loan Syndications is to work with members of the Corporate Banking team to originate, structure, price, negotiate and syndicate credit facilities for Canadian corporate clients and prospects of Investment & Corporate Banking. The Analyst will support the Loan Syndications team within Debt Capital Solutions. Duties will include:

• Preparation of client presentations and marketing materials including: loan market overviews, bank financing credentials, industry/transaction comparables, syndicate analyses, etc.
• Management of Canadian private syndicated loan databases
• Review and co-ordination of all league table data for Corporate Banking
• Support the underwriting, syndication and closing of new credit facilities (for M&A and general corporate purposes) including: assistance with preparation of information memorandums and lenders presentations, coordinating the logistics for lenders’ meetings, managing data sites, and liaising with syndicate lenders, borrowers and legal counsel
• Providing syndicated loan market intelligence data to Investment and Corporate Banking partners

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Completes quality reports/analyses.
• Researches and analyzes company and industry financial and operating information.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Provides feedback on, and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
• Thinks creatively and proposes new solutions.

• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• Financial analysis training and experience.
• 0 - 2 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.
• Highly skilled in interpreting complex financial models.
• Expertise in financial computer applications and database management tools.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

This posting is for a current vacancy.

Salary: Salaried

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:global/en/Total-Rewards

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…