BMO · 1 week ago
Associate, Corporate Banking – Technology
Chicago, IL, USA
Full-time
Onsite
Mid Level
$135K/yr - $135K/yr
3+ years expBMO is a leading financial services provider, and they are seeking an Associate in Corporate Banking – Technology. The role involves underwriting, credit approval, and portfolio management while analyzing financial data and participating in client pitches to support corporate banking products.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Use independent critical thinking skills to analyze historical financial performance, create Base/Stress case financial projection models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction
Work across groups to compile diligence lists and lead diligence calls with company management teams and other lenders
Complete risk / return models for new deals
Collaborate with colleagues on different teams (Leveraged Finance, Investment Banking Industry Coverage, Ancillary Product groups) on materials for committee meetings attended by senior leaders across the bank
Address questions from the Investment Committee and Credit team to support new transactions
Review and monitor Borrowers’ financial statements for potential changes which may affect the Borrower’s performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with management teams
Prepare concise credit analysis and other correspondence on a quarterly basis for certain Borrowers, and on an annual basis for all Borrowers
Assess Borrowers’ internal risk rating on a regular basis based on their financial performance and changes to the qualitative aspects of the business
Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing Borrowers
Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry
Assist in the preparation of pitch materials for client meetings and cross-sell of corporate banking products
Experienced Associates will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products
Qualification
Required
An undergraduate degree with academic coursework in finance, economics, or accounting
3 - 4 years of relevant experience within investment banking, corporate banking, corporate credit, commercial banking or capital markets
Excellent analytical skills pertaining to business, financial, and credit analysis
Skilled in building complex three-statement financial models
Strong written and oral communication skills
Strong proficiency in Microsoft Office products, notably MS Excel
Ability to be creative, insightful and resourceful in performance of duties
Strong interpersonal skills used within a demanding team environment
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
Preferred
Completion of a financial analysis credit training program preferable
Prior experience in technology is preferred; but not required
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO 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 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
Company data provided by crunchbase