BMO U.S. · 12 hours ago
Credit Analyst - Sponsor Finance
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
$54K/yr - $100K/yrBMO U.S. is seeking a highly motivated and detail-oriented Analyst to join their team. The role involves supporting the management of private credit portfolios, executing fund-level initiatives, and delivering insights for strategic decision-making.
Banking
Responsibilities
Monitor performance across our direct lending strategy
Assist in the preparation of monthly, quarterly and ad-hoc asset-level and fund-level reporting packages
Support fund cash flow forecasting, capital calls, distributions, and liquidity planning
Coordinate with fund operations personnel to ensure accurate NAV reporting and fund accounting
Track fund exposures, leverage levels, and compliance with investment guidelines
Maintain position-level data across credit investments, including trade settlements, pricing, and performance metrics
Assist in trade execution and reconciliation processes
Monitor market activity for private credit positions
Support rebalancing and optimization of fund portfolios based on strategy, risk, and liquidity constraints
Prepare investor materials including pitch decks, quarterly reports, capital call notices, and distribution notices
Respond to investor inquiries and due diligence requests in a timely and professional manner
Support fundraising efforts by contributing to RFPs, DDQs, and marketing presentations
Coordinate with legal, compliance, and finance teams to ensure accurate and timely investor communications
Qualification
Required
Highly motivated and detail-oriented
Experience in fund operations, portfolio management, investor communications, and position-level trading activity
Ability to support the team in managing private credit portfolios
Experience in executing fund-level initiatives
Ability to deliver insights that drive strategic decision-making
Experience in monitoring performance across direct lending strategy
Ability to assist in the preparation of monthly, quarterly and ad-hoc asset-level and fund-level reporting packages
Experience in supporting fund cash flow forecasting, capital calls, distributions, and liquidity planning
Ability to coordinate with fund operations personnel to ensure accurate NAV reporting and fund accounting
Experience in tracking fund exposures, leverage levels, and compliance with investment guidelines
Ability to maintain position-level data across credit investments, including trade settlements, pricing, and performance metrics
Experience in assisting in trade execution and reconciliation processes
Ability to monitor market activity for private credit positions
Experience in supporting rebalancing and optimization of fund portfolios based on strategy, risk, and liquidity constraints
Ability to prepare investor materials including pitch decks, quarterly reports, capital call notices, and distribution notices
Experience in responding to investor inquiries and due diligence requests in a timely and professional manner
Ability to support fundraising efforts by contributing to RFPs, DDQs, and marketing presentations
Experience in coordinating with legal, compliance, and finance teams to ensure accurate and timely investor communications
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.
Founded in 1882
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
Company data provided by crunchbase