Associate, Loan Syndications, BMO Capital Markets

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Mandate:

The mandate of Loan Syndications is to work with members of the Corporate Banking team to originate structure price negotiate and syndicate credit facilities for U.S. corporate clients and prospects of Investment & Corporate Banking. The Associate will support the Loan Syndications team within Debt Capital Solutions. Duties will include:

• Preparation of client presentations and marketing materials including: loan market overviews bank financing credentials industry/transaction comparables syndicate analyses etc.
• Management of syndicated loan databases
• Review and coordination of all league table data for Corporate Banking
• Support the underwriting syndication and closing of new credit facilities (for M&A and general corporate purposes) including: assistance with preparation of information memorandums and lenders presentations coordinating the logistics for lenders meetings managing data sites and liaising with syndicate lenders borrowers and legal counsel
• Assist in the origination structuring and pitch to Agent bank facilities
• Providing syndicated loan market intelligence data to Investment and Corporate Banking partners

Job Description

• Develops written internal and external marketing on pitch material.
• Supports deal teams in development presentation and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.
• Provides materials to support an outstanding client experience.
• 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.
• Builds effective relationships with internal/external stakeholders.
• Completes quality reports/analyses.
• Researches and analyzes company and industry financial and operating information.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Provides feedback on and supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes enhanced analysis and/or streamlined reporting.
• Thinks creatively and proposes new solutions.

Qualifications:

• An undergraduate degree with academic coursework in finance economics or accounting and an outstanding academic achievement.
• Financial analysis training and experience.
• 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.
• Highly skilled in interpreting complex financial models.
• Expertise in financial computer applications and database management tools.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Salary:

Pay Type:

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.