Portfolio Analyst

BMO

Montreal, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: not s...
Financial analysis and calculations
Assess client creditworthiness
Prepare detailed credit summaries
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients

Job Summary

  • Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.
  • Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities.
  • BMO is committed to an inclusive, equitable and accessible workplace.

Matching Summary

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.

Salary

Base: $45,500.00 - $84,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial analysis and calculations
  • Assess client creditworthiness
  • Prepare detailed credit summaries
  • Analyze financial performance and risk
  • Support credit-granting decisions
  • Negotiate loan terms and conditions
  • Structure loans
  • Monitor portfolio performance
  • Minimize BMO's risk exposure
  • Leverage analysis tools

Nice-to-have

  • Exceptional client service environment
  • Thinks creatively and proposes new solutions
  • Works mostly independently
  • Broader work or accountabilities may be assigned

Key Requirements

  • 1-3 years of relevant experience
  • Bachelor's degree required
  • Business Administration, Finance and Accounting preferred
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter