Supports the origination, structuring, and ongoing management of corporate lending transactions-primarily within the Internet and Digital Media sector and select other technology subsectors. Operates as part of a broader coverage team, partnering closely with Investment Banking, Product partners, and Portfolio Management to deliver integrated client solutions. Responsibilities include providing lending expertise, cross-selling Corporate Banking products (FX/treasury, cash management, corporate cards, commodities, investment management, securitization, leasing, trade finance), facilitating credit approvals, and maintaining strong client relationships.
Key Responsibilities
Client Relationship & Business Development
Cultivates, maintains, and deepens relationships with new and existing clients across the Internet & Digital Media sector.
Expands BMO's presence and brand through strong market engagement and community involvement.
Identifies and initiates new business opportunities, including cross-selling products and expanding share of wallet.
Anticipates evolving client needs and delivers strategic, creative, and timely solutions.
Serves as a trusted advisor by providing insights, recommendations, and strategic guidance.
Deal Execution & Structuring
Acts as a key member of deal teams to drive sector penetration and optimized returns.
Leads the structuring, negotiation, and execution of lending transactions.
Prepares and delivers client pitch materials and participates in presentations.
Partners with Investment Banking and product specialists to ensure accurate and comprehensive client information.
Coordinates pricing, credit concurrence, and internal approvals as client advocate.
Works with specialists to support successful transaction execution.
Credit, Risk & Portfolio Management
Directly manages a diverse lending portfolio, ensuring strong credit quality and performance.
Conducts due diligence, financial analysis, modeling, and credit assessment on new and existing clients.
Monitors client performance, industry trends, and regulatory changes to identify risks and opportunities.
Understands transaction complexity and associated risks (credit, market, operational, regulatory).
Balances client needs with the bank's risk appetite and evaluates risk-return trade-offs.
Ensures adherence to internal controls, compliance standards, and policy requirements.
Collaboration & Leadership
Collaborates closely with cross-functional partners across the bank to deliver seamless client coverage.
Supports strategic initiatives and contributes to enterprise-level decisions.
Integrates data and insights from multiple sources to improve processes and reporting.
Guides work of junior team members and contributes to continuous improvement efforts.
Operates as a subject matter expert for senior leaders and internal stakeholders.
Acts as a change agent to enhance team efficiency and effectiveness.
Qualifications
Minimum 9 years of relevant experience plus a post-secondary degree; finance, economics, or accounting preferred.
MBA, CFA, or equivalent advanced credentials strongly preferred.
Strong background in corporate lending, including business development, investment banking, and structuring financial transactions.
Sector expertise in Internet & Digital Media or broader Technology industries highly desired.
Deep understanding of lending, credit, and portfolio management policies.
Expert knowledge of bank financial products and solutions.
Strong analytical skills, including financial modeling and use of analytical software/database tools.
Exceptional verbal and written communication skills; strong influencing and collaboration abilities.
Ability to manage ambiguity and make data-driven decisions.
Seasoned professional with proven industry experience and strategic thinking capability.
When entering fixed salary information, use the following language:
Please note the base salary for this role is $250,000.00 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
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.
