Analyst, Leveraged Lending

4 weeks ago

New York, United States BMO US Full time

151 W 42nd Street New York New York,10036

**Job Description**:
The Leveraged Lending group within Corporate Banking underwrites and manages the firm’s private equity backed syndicated loan and direct lending portfolio. The team supports both our product and coverage partners by allocating capital to both revolver and term loan holds in syndicated private equity backed transactions. Leveraged Lending is involved all aspects of an underwriting and manages the credit and corporate banking coverage post deal closing. Leveraged Lending also participates in direct lending transactions and commits capital to the entire capital structures including Unitranche Term Loans, Delayed Draw Term Loans, and 2nd Lien Term Loans.

The Analyst will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management of Financial Sponsor backed transactions, supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries. The Analyst will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Analyst will help assess BMO’s hold appetite across revolvers and term loans in both syndicated and direct transactions. Experienced Analysts will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products.

**Key Dimensions**

New Underwritings: 60%

Portfolio Management: 40%

**Primary Function and Responsibilities**

New Underwritings

Digest comprehensive data rooms and use critical thinking to pull out and analyze key files

Work across groups to compile diligence lists; lead diligence calls with financial sponsors as well as with company management teams

Collaborate with colleagues on different teams (Leveraged Finance; Industry Coverage; Sponsor Coverage) on materials for committee meetings attended by senior leaders across the bank

Create LBO Models based off Management / Sponsor projection models to use in Credit Memos

Use independent critical thinking skills to analyze and sensitize financial models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction

Complete risk / return models for new deals

Address questions from the Investment Committee and Credit team to support new transactions

Portfolio Management

Review and monitor Borrowers’ financial statements for potential changes which may affect the Borrower’s performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with sponsor/management teams

Prepare concise credit analysis and other correspondence on a quarterly basis for certain Borrowers, and on an annual basis for all Borrowers

Assess Borrowers’ internal risk rating on a regular basis based on their financial performance and changes to the qualitative aspects of the business

Conduct ongoing analysis of amount of allocated capital and credit risk

Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing Borrowers

Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry

**Education/Professional** Experience**

An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement

1 - 2 years of relevant experience within investment banking, corporate banking, corporate credit, or capital markets

Completion of a financial analysis credit training program preferable

**Skills**

Excellent analytical skills to include business, financial, and credit analysis areas

Skilled in building complex LBO financial models

Strong written and oral communication skills

Strong proficiency in Microsoft Office products, notably MS Excel

Ability to be creative, insightful and resourceful in performance of duties

Strong interpersonal skills used within a demanding team environment

Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner

Excellent capability to independently function as part of a team through self-motivation.

Expected base salary: $100,000.00- 110,000.00 USD

**Please note: We are seeking an experienced Analyst, expectant/recent graduates will not be considered

**Compensation and Benefits**:
**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.

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