BMO Financial group
Commercial Banking
AssociateDirector
“Associate Director at BMO Financial group. Skills: Asset Based Lending, Financial analysis, Client relationship management. Manage client portfolio. Support loan origination”
Industry & Context.
Analytical skills; Quantitative skills; Financial analysis; Accounting analysis; Data analysis; Statistical analysis; Creative thinking; Resolve issues; Address unique situations; Find solutions to complex problems
What They're Looking For.
Must Have
Master or MBA degree (finance, accounting, economics, or related field) with 3 years of relevant experience, undergraduate degree with 5-7 years of relevant experience, computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint), Excellent verbal & written communication skills, organizational and collaboration skills with the ability to prioritize. work and manage multiple tasks while meeting time sensitive deadline, Bilingual (French/English) both written and oral
Nice to Have
Previous experience in an asset-based lending role, A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, Good understanding of the Asset-Based Lending product, marketplace, and loan structuring, Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis
What You'll Do.
Manage client portfolio
Support loan origination
Analyze financial and operational data
Provide financial analysis
Assess risk of customers
Execute business development plans
Act as key contact for clients
Develop client relationships
Participate in sales activities
Manage annual review process
Manage interim reviews
Manage quarterly reports
Monitor portfolio risk
Make recommendations to senior leaders
Conduct independent analysis
Maintain accurate documentation
Ensure adherence to policies
Address unique situations
Find solutions to complex problems
How You'll Work.
Team & Collaboration
Work closely with various internal partners; Collaborative team approach
Communication Scope
Excellent verbal & written communication skills; Bilingual (French/English) both written and oral
Process & Methodology
Manage multiple tasks, Meet time sensitive deadlines
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