Bank of Montreal

Associate, Corporate Banking

Bank of Montreal$135K — $165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of relevant Corporate/Investment Banking experience
  • Experience in loan origination and structuring, especially in PU&I
  • Strong deal execution and project management abilities
  • Proficient in quantitative analytics and financial modeling
  • Excellent written and oral communication skills
  • Capabilities in creating professional presentations
  • Undergraduate degree with high academic achievement

Responsibilities

  • Support transaction execution for PU&I clients
  • Prepare credit documentation for stakeholders
  • Conduct due diligence and credit analysis on client relationships
  • Identify and communicate transaction risk factors
  • Monitor industry trends and regulatory changes affecting clients
  • Generate financial models and analyses as needed
  • Collaborate with partners to create marketing content for clients

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
Full Job Description
Application Deadline:

07/22/2026

Address:
151 W 42nd Street

Job Family Group:
Capital Mrkts Sales & Service

Exciting opportunity to join BMO as an Associate on the U.S. Power, Utilities and Infrastructure ("PU&I") Corporate Banking team.

BMO's Corporate Bank is responsible for client coverage and relationship management; the origination, structuring and execution of lending transactions; collaboration with core Corporate Banking partners to drive product cross-sell; and, partnership with Investment Banking to provide current and prospective clients with creative financing solutions across Debt / Equity Capital Markets and Leverage Finance.

The Associate position is responsible for providing transaction execution support over a variety of transaction types (Corporate Financing, Acquisition Financing, Bridge Financing), while also supporting client coverage by assisting with loan origination / structuring and cross-sell pitches (Treasury Products, Commodities, Trade Finance, Interest Rate Hedging, Leasing, etc.).

Role responsibilities include:
  • Supporting transaction execution for a diverse portfolio of PU&I clients
  • Preparing credit documentation (i.e. applications, memoranda, presentations, etc.) for internal and external stakeholders
  • Completing due diligence and credit analysis on new and existing client relationships. May include client calls, analysis of business models, and comprehensive review of industry trends and related regulations.
  • Ability to understand transaction risk factors (credit, market, operational, legal / compliance, etc.) and effectively communicate those aspects to relevant internal stakeholders
  • Monitoring clients, sectors and regulatory agencies for potential changes that may affect client portfolios and business needs
  • Generating updated financial models / analyses as business needs and industry requirements dictate
  • Collaboration with sector coverage partners to create internal and external marketing content
  • Creation of pitch books for clients with respect to financial solutions and participation in their presentation to clients
  • Supporting the execution of strategic initiatives in collaboration with internal and external stakeholders
  • Building effective relationships with internal and external stakeholders
  • Ability to work independently and regularly handle non-routine situations


Qualifications:
  • 2-4 years of relevant experience in Corporate and / or Investment Banking with demonstrated aptitude in credit analysis and underwriting
  • Experience supporting the origination and structuring of loans, including revolving, term and bridge credit facilities. Specific experience in PU&I and / or with more complex structures (project finance, hybrid corporate-project finance, multi-tranche and multi-creditor class, etc.) is a plus.
  • Deal execution and project management skills - ability to manage multiple live transactions / projects / initiatives at a time
  • Strong skills in quantitative analytics, financial modeling and credit analysis
  • Excellent written and oral communication skills
  • Ability to create and deliver professional presentations
  • Highly collaborative
  • Undergraduate degree with high academic achievement


The salary range for this role is $135,000 up to $165,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

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 Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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