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Analyst, Global Markets Corporate Banking

Toronto, ON
Full Time
6 days ago
100 King Street West

Job Family Group:
Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

The Analyst will be part of a Global Markets Corporate Banking - Single Products team that is responsible for Account Management of a diversified portfolio of clients, including private equity funds, insurance companies and other non-bank financial entities.

The Analyst will support account management in making approval recommendations as well as ongoing proactive independent monitoring of client portfolios and client financial performance. In addition, as part of an ongoing team approach, the Analyst will work closely with Global Markets representatives to best serve and manage our existing client relationships as well as grow the portfolio. The Analyst will prepare credit packages to make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients.

Credit Risk and Financial Analysis
  • Research and analyze financial and operating information relating to current and prospective companies and industries.
  • Prepare concise, accurate and well-reasoned written credit applications and memoranda for both new and existing transactions for presentation to Credit.
  • Maintain current financial information on clients in order to perform timely annual reviews, financial covenants, and internal trigger monitoring.
  • Perform financial statement analysis including completion of spreading software (RRT).
  • Conduct credit risk analysis of transactions using all available sources of information including, but not limited to financial statements, legal documentation, etc.
  • Assess financial soundness of counterparties including appropriate debt levels, debt service and repayment capabilities.
  • Analyze transactions for structural strengths and weaknesses and structure appropriately to mitigate weaknesses.
  • Review credit documentation for conformity with approved Credit terms and conditions.
  • Keep abreast of industry trends and regulatory developments.

Portfolio Management Support
  • Assist Account Managers in managing a diverse portfolio of accounts. This includes: i) preparing written concise credit reviews as needed, but at least annually, delivering same within required timeframes; and ii) continuous monitoring of transaction performance and financial performance of the underlying client and its respective industry.
  • Provide analytical findings to Account Management team including input on credit risks and related mitigants.
  • Support Account Managers with portfolio management needs for relevant business partners/stakeholders.
  • Participate in decision making with clients and internal product group partners.
  • Develop expert knowledge of Bank policies and standards to ensure portfolio adheres to BMO's policies and procedures.
  • Review and negotiation of legal documentation.
  • Monitor exposure across different BMO clients and products.
  • Assist in AML/KYC processing and obtain any pending required documentation.

Partnership Efforts
  • Liaise with Global Markets areas and with various lines of business and operational areas of the Bank as required.
  • Support Global Markets areas on portfolio management needs and growth initiatives of the business.
  • Assist in updating Financing Guidelines.
  • Participate in various projects as required.

  • An undergraduate degree with outstanding academic achievement. Specific academic coursework in finance, economics, or accounting is preferred.
  • Relevant experience for analysts in similar roles; formal credit training preferred. 0-3 years of experience.
  • Relevant experience for analysts hired into 2nd and 3rd year slots.
  • Typically analysts maintain this role for 1-3 years before advancement to the next level.
  • Credit analysis experience preferred. Global Markets specific training will be provided.
  • Experience with loans and derivative facilities.
  • Knowledge of capital markets, investment banking products and applicable regulations.
  • Knowledge of organizational lending and portfolio management policies and objectives.
  • Excellent analytical skills to include business, financial, and credit analysis areas.
  • Highly developed written and oral communication skills.
  • Strong interpersonal skills used within a collaborative and demanding team environment.
  • Expertise in financial computer applications and database management tools including MS Excel, Moody's, and Capital IQ
  • Strong proficiency in other Microsoft Office products including MS Word and PowerPoint.
  • Self-starter with keen attention to detail and ability to work under limited supervision.
  • Ability to be creative, insightful, and resourceful in performance of duties.
  • Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.
  • Excellent capability to independently function as part of a team through self-motivation.
  • Proficiency in building cash flow and other financial models is beneficial.

We're here to help

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 are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

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.
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