Associate, Corporate Banking – Real Estate

BMO U.S.

. Support origination and structuring of corporate lending transactions .

Posted 10/15/2026full-timeUnited StatesMid-Level💰 $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in credit analysis, financial modeling, and portfolio management while effectively collaborating with stakeholders to support corporate lending transactions. Proficient in applying risk management frameworks and regulatory compliance to ensure sound lending practices.

Highest-signal resume keywords

Credit Analysis ExperienceFinancial Modeling SkillsPortfolio ManagementCapital Markets KnowledgeDeal Execution Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Credit AnalysisFinancial ModelingQuantitative AnalyticsRisk Management FrameworkPortfolio ManagementTransaction ExecutionProject ManagementCredit Documentation PreparationDue DiligenceCompliance Risk Analysis

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingInfluence Skills

Tools & Technologies

Financial Computer ApplicationsDatabase Management Tools

Certifications & Qualifications

Formal Credit TrainingMBA Degree Preferred

Industry Keywords

Corporate LendingTrade FinanceInvestment Banking ProductsRegulatory CompliancePublic REITsInstitutional ClientsPrivate Equity Sponsors

About the role

Key responsibilities & impact

Support origination and structuring of corporate lending transactions
Coordinate with other products as part of a larger coverage team
Provide lending expertise across a variety of sectors
Establish credit facilities supporting trading products and facilitate credit approvals for Trade Finance products
Cross-sell Corporate Banking products to BMO Capital Markets clients
Manage the lending portfolio
Prepare credit documentation, including applications, memoranda, and presentations
Manage a diverse portfolio of public REITs, institutional clients, and private equity sponsors
Monitor clients, industries, and regulatory agencies for changes affecting portfolios and business needs
Review and monitor existing accounts and client relationships
Apply BMO’s Risk Management Framework and adhere to policies, laws, and regulations
Create pitch books and participate in client presentations
Initiate contact with partners for new client sales
Participate in deal teams to develop, present, and win mandates
Partner with deal teams and product specialists for accurate client information
Identify opportunities to diversify client portfolios and cross-sell
Provide recommendations, analytical findings, and financial models to deal teams
Support strategic initiatives with internal and external stakeholders
Build effective stakeholder relationships and ensure alignment
Complete due diligence and credit analysis on new and existing relationships
Analyze transaction complexity and credit, market, operational, legal, and compliance risks
Integrate information from multiple sources to improve processes, analysis, and reporting
Provide direction and feedback to Analysts and support their development and mentoring
Consider risk, internal controls, and compliance in day-to-day accountabilities
Work independently on complex tasks and solve problems within established rules

Requirements

What you’ll need

Typically between 4 - 6 years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
Undergraduate degree with academic coursework in finance, economics, or accounting
Outstanding academic achievement
Credit analysis experience/understanding
Formal credit training preferred
MBA degree preferred
Knowledge of capital markets, investment banking products, and applicable regulations
Good knowledge of organizational lending and portfolio management policies and objectives
Solid deal/transaction execution and/or project management skills
Exceptional quantitative analytics, financial modeling, and credit analysis skills
Expertise in financial computer applications and database management tools
Technical proficiency gained through education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Reasonable accommodations for individuals with disabilities