Senior Lead Analyst, Credit Portfolio Insights

Bank Of Montreal

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profile Job Location:

Chicago, IL - USA

profile Monthly Salary: $ 74000 - 138000
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Application Deadline:

09/25/2025

Address:

320 S Canal Street

Job Family Group:

Data Analytics & Reporting

Support the strategic credit data analysis and reporting needs of Commercial Banking. Translate business needs and requirements to analytical solutions in order to provide value-add insights that inform strategic decision making risk monitoring and portfolio management. Design and implement reporting and analytical solutions specifically regarding credit portfolios and associated data drawing from a thorough understanding of commercial banking credit portfolio metrics and analytical tools. Conduct data discovery and provide ad hoc analysis to meet business credit risk audit and regulatory needs. Be a leader across the team and help drive innovation and automation objectives.

  • Builds various reporting dashboards using the most appropriate data extraction data cleaning and data visualization techniques.
  • Provides value through insights reporting and data visualization techniques. Selects configures and implements analytics solutions for consistency and repeatability.
  • Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
  • Works with different teams management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
  • Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
  • Develops data visualizations of large amounts of data that facilitate the intuitive presentation of data to decision makers.
  • Documents data flow systems and processes to improve the design implementation and management of business/group processes.
  • Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
  • 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.

Qualifications:

Foundational level of proficiency:

  • Technical design optimization.
  • Decision Making.
  • Systems Thinking.

Intermediate level of proficiency:

  • Data visualization.
  • Data storytelling.
  • Data mining.
  • Illustration.
  • Creative thinking.
  • Problem Solving.
  • Verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Data driven decision making.

Advanced level of proficiency:

  • Insights design.
  • Insights development and reporting.
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

Success factors:

  • Comfortable in a fast-paced and ambiguous environment and is a quick learner
  • Ability to work independently with limited supervision
  • Strong relationship-building and cross-functional collaboration skills
  • Excellent critical thinking/analytical/problem solving and organizational skills; ability to analyze issues/requests and determine next steps
  • Excellent written and oral communication skills
  • Thorough understanding of data and how its used to inform business decisions; data-driven decision-making
  • Experience working with bank data especially credit data and associated business acumen
  • Proficient with Microsoft Office Products (Word Excel PowerPoint Access etc)
  • Advanced Query and Analytical Tool skills (SQL SAS Python)
  • Advanced Business Intelligence/Report Development skills (Dataset Design Power BI preferred

Salary:

$74000.00 - $138000.00

Pay Type:

Salaried

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable federal state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.


Required Experience:

Senior IC

Application Deadline:09/25/2025Address:320 S Canal StreetJob Family Group:Data Analytics & ReportingSupport the strategic credit data analysis and reporting needs of Commercial Banking. Translate business needs and requirements to analytical solutions in order to provide value-add insights that info...
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Key Skills

  • Financial Statement Preparation
  • Credit Analysis
  • Cash Flow Analysis
  • Math
  • Banking
  • Analysis Skills
  • UCC Law
  • Underwriting
  • Financial Analysis
  • Financial Modeling
  • Financial Report Interpretation
  • Word Processing

About Company

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We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more

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