Director – IC Investment Banking Project Finance Loan Syndications and U.S. Private Placements

Application Deadline:

07/18/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

Exciting opportunity to join BMO as a Director on the Investment and Corporate Banking Loan Syndications team covering North American project finance, power, infrastructure, and energy transition with significant involvement on deal teams selling U.S. private placements. BMO’s Loan Syndications is responsible for the origination, structuring and execution of syndicated and club lending transactions; collaborates extensively with Investment and Corporate Banking partners in the U.S. and Canada on dynamic deal teams to win syndicated lending mandates; and provides current and prospective clients with creative financing solutions.

Role responsibilities include:

• Market project finance, structured power, infrastructure and energy transition transactions to existing and prospective clients, including corporate clients (utilities, IPPs, etc.) and infrastructure fund clients (including both the funds and their portfolio companies) across North America
• Partner with senior Investment Banking and Corporate Banking professionals as part of deal teams to generate comprehensive advisory and product solutions across loan, debt and equity capital markets
• Originate, structure, market and execute syndicated loan transactions
• Manage U.S. sales and distribution to private placement investors Leadership and oversight of deal teams that prepare and negotiated credit documentation for internal and external stakeholders (i.e., applications, memoranda, presentations)
• Deep credit knowledge and understanding of transaction risk factors (credit, market, operational, legal / compliance) and effective communication of those factors to senior management and other key internal stakeholders
• Build effective relationships with internal stakeholders, borrowers/issuers and loan investors
• Leverage dialogue across syndicate desks and investors

Qualifications:

• 7+ years of project finance and syndicated lending experience with demonstrated excellence at the Director level
• Relevant experience in investment banking, negotiating and structuring financial transactions including experience developing business in a corporate lending environment
• Proven ability to successfully win mandates, manage and serve clients evidenced by breadth of borrower / issuer / sponsor relationship network as well as bank and institutional investor network
• Experience originating, structuring and negotiating project finance loans and complex hybrid corporate-project finance structures
• Established network across other loan syndication and private placement desks with existing network and knowledge base of active lenders/investors within project finance, structured power, infrastructure and energy transition  
• Experience managing the marketing and placement of debt securities in the private placement market
• Proven ability to build and maintain relationships with private placement investors
• Based in New York with  frequent travel across North America
• Deal execution and project management skills – ability to manage multiple live transactions / projects / initiatives at a time
• Strong skills in quantitative analytics and credit analysis
• Excellent written and oral communication skills
• Create and deliver professional presentations
• Highly collaborative
• Undergraduate degree with high academic achievement, MBA a plus

Base Salary: $ 275,000.00 USD

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: https://jobs.bmo.com/global/en/Total-Rewards

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