Credit Analyst Sponsor Finance
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 54000 - 99600
Posted on:
23 hours ago
Vacancies:
1 Vacancy
Job Summary
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Commercial Sales & ServiceWe are seeking a highly motivated and detail-oriented Analyst to join our team. This role offers exposure to fund operations portfolio management investor communications and position-level trading activity. The ideal candidate will support the team in managing private credit portfolios executing fund-level initiatives and delivering insights that drive strategic decision-making.
Key Responsibilities:
Asset & Fund Management:
- 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.
Position Trading & Portfolio Oversight:
- 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.
Investor Relations:
- 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.
Salary:
$54000.00 - $99600.00Pay Type:
SalariedThe 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.
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:
IC
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
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
