BMO U.S. · 1 day ago
Portfolio Manager
Indianapolis, IN
Full-time
Hybrid
Mid, Senior Level
$89K/yr - $166K/yr
5+ years expBMO U.S. is a financial institution seeking a Portfolio Manager to facilitate decision-making and analysis of credit information to support lending processes. The role involves making credit decisions, maintaining client relationships, conducting strategic analysis, and leading business development efforts.
Banking
Responsibilities
Make credit decisions and recommendations based on sound principles and bank policies
Analyze financial data and assess risk for new, renewal, and extension loans
Minimize risk exposure by adhering to internal credit policies
Act as a trusted advisor to clients and internal stakeholders
Ensure high-quality client experience through expert troubleshooting and escalation support
Coordinate with clients, attorneys, and closing departments as needed
Conduct independent analysis to resolve strategic issues
Develop financial models and analytical tools for client capital structure evaluation
Produce regular and ad-hoc reports and dashboards
Lead or support lending proposals and pitches to clients
Negotiate transactions and provide deal structuring expertise
May oversee workflow of other analysts
Collaborate across teams to align tasks with departmental goals
Influence and negotiate to achieve business objectives
Establishes cross-selling initiatives to increase penetration with client
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience
May coordinate closing with closing department, clients and attorneys
Serves as a daily escalation resource to ensure client expectations are met or exceeded
Acts as a trusted advisor to assigned business/group
Influences and negotiates to achieve business objectives
Recommends and implements solutions based on analysis of issues and implications for the business
Conducts independent analysis and assessment to resolve strategic issues
Helps determine business priorities and best sequence for execution of business/group strategy
Acts as the prime subject matter expert for internal/external stakeholders
Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure
Designs and produces regular and ad-hoc reports, and dashboards
Maintains current on financing trends in target clients' markets, and communicate same to team members
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
Oversees preparation of concise, well reasoned credit correspondence
Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns
Negotiates transactions with clients and provides deal structuring expertise
Oversees documentation and ongoing monitoring of asset and client performance
May manage work flow of other analysts by aligning tasks with departmental goals and objectives
Provides accurate financial analysis and risk assessment of new and existing customers
Partners with internal stakeholders for accurate, detailed client information
Develops credit information to make lending decisions on new, renewal and extension loans
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients
Prepares summary, present facts and offer opinions concerning credit worthiness
Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions
Provides input into the planning and implementation of operational programs
Builds effective relationships with internal/external stakeholders
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
Qualification
Required
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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