Associate, Commercial Banking; Financial Services Group

Job Description

The candidate will:

• Analyze financial information, agencies rating reports and other related materials.
• Prepare transaction summaries, industry overviews and analyze companies from different industries within the financial services sector.
• Provide accurate financial analysis and risk assessment of new and existing customers.
• Monitors covenants and borrowing base certificates of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.
• Analyze credit information to support lending decisions for new, renewal and extension of loans, as well as to offer opinions regarding credit worthiness of existing or prospective clients.
• Assist in negotiations of terms and conditions of loan agreements.
• Help minimize BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Build relationships with internal/external stakeholders.
• Execute broader work or accountabilities depending on business needs.

• Master or MBA degree (finance / accounting, economics or related field) with a strong academic achievement or an undergraduate degree with 1-3 years of relevant experience. A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset.
• Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis.
• Strong computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint).
• Excellent verbal & written communication skills.
• Strong organizational and collaboration skills with the ability to prioritise work and manage multiple tasks while meeting time sensitive deadlines.

Salary:

$69,000.00 - $

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.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.