Portfolio Management Associate

4 weeks ago


New York, New York, United States BMO Financial Group Full time
Job Summary

We are seeking a highly skilled Portfolio Management Associate to join our Corporate Banking team. The successful candidate will support the portfolio management of project finance transactions across various industries and asset classes, including power generation, utilities, infrastructure, energy, and energy transition.

Key Responsibilities
  • Support the portfolio management of project finance transactions, including analysis, negotiation, and execution of complex amendments, waivers, and consents.
  • Conduct thorough credit analysis, due diligence, and financial modeling to ensure the integrity of transactions.
  • Develop and maintain strong relationships with clients, credit teams, and operations teams to ensure seamless portfolio management.
  • Prepare and present portfolio management reports to senior portfolio managers and other stakeholders.
  • Stay up-to-date with industry trends, market conditions, and regulatory requirements to ensure compliance and optimal portfolio performance.
Requirements
  • Undergraduate degree in business, finance, accounting, or economics with outstanding academic achievement.
  • Strong financial modeling skills and experience with project finance transactions.
  • Minimum of 5 years of experience in project finance origination or portfolio management, with a proven track record of analyzing complex transactions.
  • Excellent communication, interpersonal, and organizational skills, with the ability to work effectively in a team environment.
  • Highly proficient in Excel, PowerPoint, and Word.
What We Offer

BMO Financial Group offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to creating a diverse and inclusive workplace that values and respects the contributions of all employees.



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