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Job Overview

The Associate Director will be responsible for the account management of a growing portfolio of clients and support loan origination. As part of a collaborative team approach, the Associate Director will work closely with various internal partners to best serve and manage the existing client relationships as well as grow the portfolio. The Associate Director will make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data. 

Job Description

The candidate will:

• Provides accurate financial analysis and risk assessment of new and existing customers.
• Leads and executes business development plans for clients.
• Acts as a key contact for clients on credit related questions and develops strong relationship with the clients.
• Participates in sales activities such as pitch preparation, client research, and prepares meetings with clients.
• Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Manages and monitors the risk of the assigned complex portfolio in a timely and precise manner.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business or the group.
• Conducts independent analysis and assessment to resolve issues.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Master or MBA degree (finance, accounting, economics, or related field) with 3 years of relevant experience preferably in a transaction execution role or an undergraduate degree with 5-7 years of relevant experience.  Previous experience in an asset-based lending role would be a definite asset.
• 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 would be preferable.
• Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis.
• Strong computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint).
• Excellent verbal & written communication skills.
• Strong 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.

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: