Commercial Portfolio Analyst

BMO Financial Group

Unknown, Unknown, United States
Base: $54,000.00 - $99,600.00; bonus/equity: may i...
Not specified
Financial covenant compliance tracking
Collateral margining calculations
Commercial loan agreement analysis
BMO Financial Group is seeking a Commercial Portfolio Analyst to support its commercial lending teams through credit administration and portfolio monitoring. The ideal candidate will have 2-3 years of relevant experience and a strong understanding of financial analysis and credit risk assessment

Job Summary

  • The role supports commercial lending teams through ongoing credit administration with a primary focus on financial covenant compliance and portfolio monitoring.
  • Candidates will independently perform financial covenant compliance and collateral margining calculations to identify potential credit deterioration and ensure loan agreement compliance.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 75

BMO Financial Group is seeking a Commercial Portfolio Analyst to support its commercial lending teams through credit administration and portfolio monitoring. The ideal candidate will have 2-3 years of relevant experience and a strong understanding of financial analysis and credit risk assessment.

Salary

Base: $54,000.00 - $99,600.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial covenant compliance tracking
  • Collateral margining calculations
  • Commercial loan agreement analysis
  • Credit risk assessment and mitigation
  • Financial statement interpretation

Nice-to-have

  • Process improvement and creative solutions
  • Data-driven decision making skills
  • Strong collaboration and problem solving
  • Operational understanding of banking policies

Key Requirements

  • Bachelor's degree in Business Administration, Finance, or Accounting
  • 2-3 years of relevant experience in credit, lending, or financial operations
  • BMO Credit Qualification within one year of assignment

Work Rights

Not specified

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