The Associate will support the origination, structuring, and relationship management of Financial Institutions including Banks and Broker-Dealers
Job Summary
The Associate will support the origination, structuring, and relationship management of Financial Institutions including Banks and Broker-Dealers.
BMO offers a comprehensive total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, and retirement savings plans.
This role requires strong analytical skills and the ability to coordinate with product partners across Capital Markets to deliver integrated solutions.
Matching Summary
The Associate will support the origination, structuring, and relationship management of Financial Institutions including Banks and Broker-Dealers.
Salary
Base: $115,000; Bonus/Equity: Performance-based incentives and discretionary bonuses possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans
Skills & Requirements
Must-have
3 years corporate lending experience
Credit analysis and financial modeling
Capital markets product knowledge
Nice-to-have
Experience with CIRO or FINRA regulated brokers
MBA or CFA designation
Portfolio diversification expertise
Key Requirements
Minimum 3 years in corporate/commercial lending
Undergraduate degree in finance, economics, or accounting