Associate, Portfolio Management – Project and Energy Transition Finance, Corporate Banking

Application Deadline:

08/16/2024

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Supports the portfolio management of a project finance portfolio across a variety of industries and asset classes including power generation, utilities, infrastructure, energy and energy transition. The position requires an individual who thrives in a fast-paced, collaborative environment and has a proven track record of analyzing project finance complex structures and negotiating challenging amendments. The individual will ultimately be responsible for hands-on portfolio management of several files, which includes usual interim/annual reviews and negotiation, analysis and execution of complex amendments, waivers and consents as well as presenting the portfolio to the senior portfolio manager. The ability to lead portfolio management tasks with minimal guidance under time constraints will be a key differentiator of success.

Origination and Execution:

• Understanding project finance risks including but not limited to technical, market, legal and financial risk.

• Transaction analysis, including but are not limited to:
  • Credit analysis
  • Due diligence (contract reviews, legal, third party consultant reports, etc.)
  • Credit documentation (financing agreements, term sheets, etc.)
  • Critical analysis of financial modelling assumptions and due diligence review
  • AML/KYC requirements
  • Annual/Interim review write-ups, including risk and mitigants review, proposing of appropriate sensitivities and running of financial model specific to each transaction
  • Pro-active raising of challenges, issues and concerns on transactions and proposing solutions

• Preparing annual or interim review write-ups with minimal guidance
• Coordinate with credit and operations teams for portfolio management activities
• Act as Administrative/Collateral Agent (review of reporting, loan draw CP confirmation, liaison/answer questions with syndicate lenders)

• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures, including the identification of exceptions/escalations

Qualifications:

• Undergraduate degree in business, finance/accounting, economics with outstanding academic achievement
• Strong financial modelling skills are critical
• Minimum of 5 years of project finance origination or portfolio management experience, with proven experience analyzing project finance transactions
• Proven experience in closing project finance transactions or negotiating complex amendments and in sensitizing project finance financial models
• North American sector, market and asset class knowledge across power, utilities, infrastructure, energy and energy transition will be an asset
• Effective organizational and time-management skills with exceptional attention to detail
• Outstanding communication (written, oral, listening) and interpersonal skills with ability to present complex information succinctly to internal and external audiences
• Self-starter with ability to learn quickly and work independently while also being able to work effectively in a team environment
• Creative problem-solver with intellectual agility and curiosity
• Highly proficient in Excel, PowerPoint, Word

Expected Base Salary: $115,000.00 CAD

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.

BMO Financial Group’s 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: http