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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in corporate lending transactions, credit analysis, and client management within the FIG sector, while effectively balancing risk and client needs. Proven ability to prepare credit documentation, conduct due diligence, and deliver professional presentations.
Highest-signal resume keywords
Credit AnalysisTransaction StructuringClient ManagementDeal ExecutionFinancial Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit UnderwritingFinancial AnalysisDue DiligenceRisk AssessmentPortfolio ManagementCredit DocumentationAnalytical SkillsPresentation SkillsProject ManagementCorporate Banking
Soft Skills
Relationship BuildingNegotiationCollaborationProblem SolvingCommunication
Certifications & Qualifications
MBACFACorporate/Commercial Banking Training
Industry Keywords
FIG SectorCapital MarketsCorporate LendingTrade FinanceCash ManagementClient StrategyRegulatory ComplianceFinancial ServicesStakeholder ManagementCross-Selling
About the role
Key responsibilities & impact- Support origination and structuring of corporate lending transactions
- Coordinate with product teams as part of the capital markets coverage team
- Complete credit due diligence to establish and maintain credit lines for lending, trade finance, cash management, and trading transactions
- Prepare credit documentation including credit applications, underwriting memoranda, presentations, and annual reviews
- Manage a diverse portfolio of companies with progression toward increasing client responsibility
- Monitor existing accounts and client relationships for ROE and credit quality
- Provide deal structuring expertise and negotiate transactions with clients
- Complete and lead technical and financial reports and analyses
- Conduct due diligence and credit analysis on new and existing client relationships, including client visits and industry and regulatory reviews
- Analyze strategic problems, data, and information to provide insights and recommendations
- Assess transaction complexity and credit, market, operational, legal, and compliance risks
- Balance the Bank's risk appetite with client needs when making recommendations and proposals
- Integrate information from multiple sources to improve processes, analysis, and reporting
- Review and guide Analysts' work to deliver business and credit results
- Identify efficiency and service improvement opportunities
- Contribute to the BMO and BMO Capital Markets brand
- Operate as a key deal-team member to maximize FIG sector penetration and returns
- Institute cross-selling initiatives
- Create pitch books and participate in presentations to clients
- Monitor clients, industries, and regulatory agencies for changes affecting portfolios and business needs
- Develop recommendations based on client needs
- Collaborate with sector coverage partners to deliver creative and timely solutions
- Build client relationships through understanding client needs and aligning products and services
- Identify key decision makers and influencers
- Interpret client strategy and anticipate needs
- Maintain awareness of firm products and services
- Build effective internal and external stakeholder relationships
Requirements
What you’ll need- Undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement
- Preferred MBA, CFA or equivalent experience in financial services, accounting, or legal fields
- Typically 4–6 years of relevant experience covering the FIG segment from a corporate or commercial banking and lending perspective
- Experience including credit underwriting, transaction structuring, and client management within the FIG sector
- Selective candidates may be considered with broader non-bank financial institution experience outside of FIG
- Advanced deal execution and/or project management skills
- Ability to manage more than one client or major initiative
- Ability to create and deliver professional presentations
- Strong analytical skills with expertise in credit analysis
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Completion of corporate/commercial banking training program
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities