Application Deadline:

02/05/2026

Address:
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 Portfolio Management Director will support Global Market professionals in executing the first line of defense accountability for strong risk culture. The Portfolio Management Director provides robust multidimensional analysis and supports the Global Market team in a portfolio management function for Global Markets Corporate Banking Financial Institutions. Coverage comprises Bank and Non-Bank Financial Institutions with a focus on Insurance Companies, both domestic and international. This includes providing credit underwriting expertise for a variety of sub-sectors within the broader Insurance industry including US, Canada, and international insurers. This role requires origination and underwriting of non-lending Corporate Banking products (e.g. derivative products, securities financing, cash products, etc.), both bilaterally and through Agent relationships. The Global Markets Corporate Banking Portfolio Management function includes assisting in the origination and structuring of trading products transactions, providing credit expertise to the Global Market teams, oversee credit monitoring, working with internal stakeholders to manage and establish credit facilities and facilitate credit approvals across the various Global Market teams.

ACCOUNTABILITIES

• 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 Global Markets portfolio management team managing credit risk and returns.
• Uses industry expertise to cultivate relationships with new and existing clients and develop new client relationships within bank and non-bank FI sector with a focus on the insurance sector.
• Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs.
• Prepares credit documentation (e.g. applications, memoranda, presentations) for internal and external stakeholders.
• Reviews and continually monitors performance of existing accounts and client relationships.
• Key First line of Defence and credit recommender for Global Markets transactions/facilities.
• Oversees Business Analysts, Analysts, and/or Associates and their credit monitoring workload and initiatives.
• Assists in monitoring country risk in counterparty locations
• Reviews and provides feedback on framework and policy updates, and/or new initiatives.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Supports the development and execution of strategic initiatives in collaboration with internal stakeholders.
• Builds effective relationships with internal stakeholders.
• Works with specialists as needed to support successful deal completion.
• Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with the client needs in making recommendations to credit for the various Global Markets teams.
• 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 from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Reviews and guides work of Analysts and Associates to deliver business results.
• Considers risk, internal controls, and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

KNOWLEDGE AND SKILLS

• Graduate degree in Finance, or CFA/MBA and at least 8-10+ years bank and non-bank financial institution due diligence and credit analysis experience specifically covering the insurance sector (both domestic and international)
• Credit analysis experience and understanding of counterparties and investment products.
• Robust knowledge of lending and portfolio management parameters and objectives.
• Excellent verbal presentation and written communication skills.
• Strong credit solutions driven culture, knowledgeable of credit and derivative products including long-dated structured derivative products
• Strong knowledge of trading products, market risk concepts, and trading products documentation (ISDA/CSA, GMRA, etc.), including documentation of non-standard collateral
• Good knowledge of, and experience with, Corporate Policies/Standards, Financing Guidelines Commercial Lending Process and Directives, the Bank's credit culture and procedures, and general banking practices and regulations.
• Successful completion of bank credit/lending program, internal or external, is preferred.
• Thrive in a business aligned growth environment accessing Credit/Risk across various jurisdictions.
• Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.
• Flexible, quick learner, self-motivated, confident, and comfortable working in a fast-paced environment.
• Knowledge of and/or experience with loan workouts, management of problem accounts, structured finance, and securitization.
• Must possess the ability to communicate in a professional and knowledgeable manner with internal partners.
• Takes initiative to understand others; gets the cooperation of peers, colleagues; develops and maintains a broad network of relationships within the Bank.
• Strong computer literacy.
• Acts as a positive change agent to drive improved efficiency and effectiveness.

Salary:

Please note the base salary for this role is $175,000 CAD .

Salary :

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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 https://jobs.bmo.com/ca/en .

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.