BMO · 5 months ago
Associate, Corporate Banking - FIG Insurance
New York, NY, USA
Full-time
Onsite
Mid Level
$135K/yr - $135K/yr
4+ years expBMO is a financial institution committed to creating lasting, positive change for customers, communities, and employees. They are seeking an Associate in Corporate Banking to support the origination and structuring of corporate lending transactions while maintaining strong client relationships and managing a diverse lending portfolio.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships
Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products
Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients
Also provides ongoing management of the lending portfolio
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients
Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs
Initiates contact with partners for new client sales
Participates in deal teams to develop, present and win mandates for new opportunities
Partners with deal team and product specialists for accurate, detailed client information
Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders
Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility
Reviews and continually monitors performance of existing accounts and client relationships
Identifies opportunities to diversify client portfolios
Understands the needs of clients and provides relevant ideas and opinions to generate recommendations
Identifies opportunities for increased efficiency and improved service to internal and external clients
Provides analytical findings to deal teams
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Creates financial models to analyze client portfolios and anticipate client needs
Uses financial analysis to proactively identify opportunities to cross-sell
Generates updated financial models/ analyses as business needs and industry requirements dictate
Analyzes/assesses industry compilations
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
Completes due diligence and credit analysis on new and existing client relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations
Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.)
Provides feedback on, and, supports continuous improvement opportunities
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable
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
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement
3+ years of investment banking or valuation experience at a financial analyst level
Knowledge of capital markets, investment banking products and applicable regulations
Credit analysis experience/ understanding
Good knowledge of the organizational lending and portfolio management policies and objectives
Demonstrates solid deal/transaction execution and/or project management skills
Exceptional skills in quantitative analytics, financial modeling and credit analysis skills
Expertise in financial computer applications and database management tools
Technical proficiency gained through education and/or 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
Preferred
MBA degree preferred
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
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
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