Vice President, Corporate Banking FIG Asset & Wealth Managers
hace 3 días
New York
Application Deadline: 03/14/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service Vice President Corporate Banking FIG Asset Wealth Managers Supports the origination and structuring of corporate lending transactions and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sub-sectors under Asset & Wealth Managers including but not limited to Fund Finance (capital call BDC NAV and management company financings) establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / IR / treasury products cash management & corporate cards commodities investment management securitization leasing trade finance products etc.) to BMO Capital Market clients. Acts as a vital portfolio manager and junior staffer for the team providing ongoing management of the lending portfolio. • Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community., • Operates as key member of the deal team with efforts to maximize sector penetration and returns., • Institutes cross-selling initiatives to increase ranking with client., • Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients., • Monitors client client industry and regulatory agencies for potential changes which may affect clients portfolio and business needs., • Initiates contact with partners for new client sales., • Partners with deal team and product specialists for accurate detailed client information., • Prepares credit documentation (i.e. including applications memoranda presentations etc.) for internal and external stakeholders., • Reviews and continually monitors performance of existing accounts and client relationships., • Identifies opportunities to diversify client portfolios., • Understands the needs of clients and provides relevant ideas and opinions to generate recommendations., • Collaborates with sector coverage partners to cover clients and prospects and to identify/ deliver creative timely solutions., • Provides deal structuring expertise and negotiates transactions with clients., • Prepares/oversees delivery of creative and timely pitches., • Obtains credit concurrence and coordinates pricing approval as client advocate., • Maintains key ongoing coverage contact with lending clients and sector managers., • Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services., • Identifies and leverages key decision makers and influencers in client / internal organizations., • Interprets client strategy and anticipates needs to deliver solutions., • Identifies opportunities for increased efficiency and improved service to internal and external clients., • Acts as a positive change agent to drive improved efficiency and effectiveness., • Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Builds effective relationships with internal/external stakeholders., • Ensures alignment between stakeholders., • Works with specialists as needed to support successful deal completion., • Uses financial analysis to proactively identify opportunities to cross-sell., • Generates updated financial models/ analyses as business needs and industry requirements dictate., • Analyzes/assesses industry compilations., • Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables., • Completes due diligence and credit analysis on new and existing client relationships. May include client visits analysis of business models and comprehensive review of industry trends and related regulations., • Breaks down strategic problems and analyses data and information to provide insights and recommendations., • Understand complexity of transactions and related risk (credit market operational legal/compliance etc.)., • Balances the Banks risk appetite with the client needs in making recommendations/ proposal., • Provides feedback on and supports continuous improvement opportunities., • Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability., • Integrates information from multiple sources to enable more efficient processes enhanced analysis and/or streamlined reporting., • Reviews and guides work of Analysts and Associates to deliver business results. Provides leadership for junior staff and has capability to operate as a primary portfolio manager and staffer for team., • Considers risk internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures., • Focus is primarily on business/group within BMO; may have broader enterprise-wide focus., • Provides specialized consulting analytical and technical support., • Exercises judgment to identify diagnose and solve problems within given rules., • Works independently and regularly handles non-routine situations., • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • Undergraduate degree with focal areas of finance economics or accounting preferred with high academic achievement., • MBA CFA or equivalent experience in financial services accounting or legal fields., • Relevant Asset & Wealth Manager/ Fund Finance Sector experience is highly desired., • Good knowledge of the organizational lending and portfolio management policies and objectives., • Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative., • Ability to create and deliver professional presentations., • Strong analytical skills. Expertise in financial computer applications and database management tools., • Deep knowledge and technical proficiency gained through extensive education and business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth. Salary: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit:___