Portfolio Manager

at  BMO Financial Group

Montréal, QC, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Dec, 2024USD 68000 Annual26 Sep, 20245 year(s) or aboveGood communication skillsNoNo
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Description:

105 rue St-Jacques O MONTREAL Quebec,H2Y 1L6

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

  • Establishes cross-selling initiatives to increase penetration with client.
  • Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
  • May coordinate closing with closing department, clients and attorneys.
  • Serves as a daily escalation resource to ensure client expectations are met or exceeded.
  • Acts as a trusted advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Maintains current on financing trends in target clients’ markets, and communicate same to team members.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Oversees preparation of concise, well reasoned credit correspondence.
  • Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
  • Negotiates transactions with clients and provides deal structuring expertise.
  • Oversees documentation and ongoing monitoring of asset and client performance.
  • May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
  • Provides accurate financial analysis and risk assessment of new and existing customers.
  • Partners with internal stakeholders for accurate, detailed client information.
  • Develops credit information to make lending decisions on new, renewal and extension loans.
  • Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Prepares summary, present facts and offer opinions concerning credit worthiness.
  • Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provides input into the planning and implementation of operational programs.
  • Builds effective relationships with internal/external stakeholders.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.QUALIFICATIONS:
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.

Responsibilities:

  • Establishes cross-selling initiatives to increase penetration with client.
  • Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
  • May coordinate closing with closing department, clients and attorneys.
  • Serves as a daily escalation resource to ensure client expectations are met or exceeded.
  • Acts as a trusted advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Maintains current on financing trends in target clients’ markets, and communicate same to team members.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Oversees preparation of concise, well reasoned credit correspondence.
  • Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
  • Negotiates transactions with clients and provides deal structuring expertise.
  • Oversees documentation and ongoing monitoring of asset and client performance.
  • May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
  • Provides accurate financial analysis and risk assessment of new and existing customers.
  • Partners with internal stakeholders for accurate, detailed client information.
  • Develops credit information to make lending decisions on new, renewal and extension loans.
  • Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Prepares summary, present facts and offer opinions concerning credit worthiness.
  • Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provides input into the planning and implementation of operational programs.
  • Builds effective relationships with internal/external stakeholders.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.QUALIFICATIONS:
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth


REQUIREMENT SUMMARY

Min:5.0Max:7.0 year(s)

Financial Services

Banking / Insurance

Accounts Management

Graduate

Proficient

1

Montréal, QC, Canada