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About the role
- Bilingual Associate providing innovative solutions for corporate, institutional, and government clients in corporate banking. Involves managing portfolios, credit analysis, and client relationship building.
Responsibilities
- Provides innovative solutions for corporate, institutional, and government clients for monetary activities related to commerce and international trade including: traditional trade finance, Supply Chain Finance, Documentary Letters of Credit, Standby Letters of Credit, Demand Guarantees and Documentary Collections
- Originates and structures corporate lending transactions that facilitates the financing and risk mitigation of export or import transactions where goods and services are either bought or sold and markets the Bank’s full capabilities to clients worldwide
- 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
- Conducts independent analysis and assessment to resolve strategic issues
- 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
- Complete due diligence and credit analysis on new and existing client relationships
- May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations
- Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
- 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
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations
Requirements
- 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
- An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
- MBA degree preferred
- 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
- Shows initiative, prioritizes work, multi-tasks effectively
- Exceptional skills in quantitative analytics, financial modeling and credit analysis skills
- Expertise in financial computer applications and database management tools
- Ability to work under limited supervision
- Ability to learn and adapt quickly
- Strong ability to review and assess detailed information daily on multiple projects in an organized manner
- Works independently within a team environment
- 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
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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