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 in the United States and Canada. 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
Act as liaison with borrowers/counsels to structure/negotiate amendments, consents and waivers
Maintain borrower files in a timely fashion
Broader work or accountabilities may be assigned as needed
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 Salary: $190,000.00 USD Annual
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
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereo@types, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
