BMO Capital Markets · 19 hours ago
Director, Global Markets Corporate Banking - Insurance specialist
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$250K/yr - $250K/yr
8+ years expBMO Capital Markets is a leading, full-service financial services provider. The Portfolio Management Director will support Global Market professionals in executing risk management responsibilities and provide credit underwriting expertise for the Global Markets Corporate Banking Financial Institutions, focusing on the insurance sector.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
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
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
Preferred
Successful completion of bank credit/lending program, internal or external, is preferred
Knowledge of and/or experience with loan workouts, management of problem accounts, structured finance, and securitization
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO Capital Markets
BMO Capital Markets is a financial company that manages Bank of Montreal's wholesale banking operations.
1001-5000 employees
H1B Sponsorship
BMO Capital Markets 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 (8)
2024 (9)
2023 (4)
2022 (9)
2021 (8)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Alan Tannenbaum
Chief Executive Officer
Chris Taves
Head of Asia
Recent News
2026-01-08
2026-01-06
2026-01-06
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