BMO Capital Markets · 17 hours ago
Analyst, Leveraged Lending- Chicago
Chicago, IL
Full-time
Onsite
Entry Level
$105K/yr - $115K/yr
1+ years expBMO Capital Markets is a leading, full-service financial services provider. The Analyst will serve as a key member of the deal team in underwriting, credit approval, and portfolio management of Financial Sponsor backed transactions, involving analysis of financial data and participation in client pitches.
BankingFinanceFinancial Services
Responsibilities
Digest comprehensive data rooms and use critical thinking to pull out and analyze key files
Work across groups to compile diligence lists; lead diligence calls with financial sponsors as well as with company management teams
Collaborate with colleagues on different teams (Leveraged Finance; Industry Coverage; Sponsor Coverage) on materials for committee meetings attended by senior leaders across the bank
Create LBO Models based off Management / Sponsor projection models to use in Credit Memos
Use independent critical thinking skills to analyze and sensitize financial models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction
Complete risk / return models for new deals
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 sponsor/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
Conduct ongoing analysis of amount of allocated capital and credit risk
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
Qualification
Required
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
1 - 2 years of relevant experience within investment banking, corporate banking, corporate credit, or capital markets
Completion of a financial analysis credit training program preferable
Excellent analytical skills to include business, financial, and credit analysis areas
Skilled in building complex LBO 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
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
2026-01-16
Company data provided by crunchbase