Director, Global Markets Corporate Banking - Insurance specialist

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BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

The Portfolio Management Director will support Global Market professionals in executing the first line of defense accountability for strong risk culture. The Portfolio Management Director provides robust multidimensional analysis and supports the Global Market team in a portfolio management function for Global Markets Corporate Banking Financial Institutions. Coverage comprises Bank and Non-Bank Financial Institutions with a focus on Insurance Companies, both domestic and international. This includes providing credit underwriting expertise for a variety of sub-sectors within the broader Insurance industry including US, Canada, and international insurers. This role requires origination and underwriting of non-lending Corporate Banking products (e.g. derivative products, securities financing, cash products, etc.), both bilaterally and through Agent relationships. The Global Markets Corporate Banking Portfolio Management function includes assisting in the origination and structuring of trading products transactions, providing credit expertise to the Global Market teams, oversee credit monitoring, working with internal stakeholders to manage and establish credit facilities and facilitate credit approvals across the various Global Market teams.

ACCOUNTABILITIES

• Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.

• Operates as key member of the Global Markets portfolio management team managing credit risk and returns.

• Uses industry expertise to cultivate relationships with new and existing clients and develop new client relationships within bank and non-bank FI sector with a focus on the insurance sector.

• Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.

• Prepares credit documentation (e.g. applications, memoranda, presentations) for internal and external stakeholders.

• Reviews and continually monitors performance of existing accounts and client relationships.

• Key First line of Defence and credit recommender for Global Markets transactions/facilities.

• Oversees Business Analysts, Analysts, and/or Associates and their credit monitoring workload and initiatives.

• Assists in monitoring country risk in counterparty locations

• Reviews and provides feedback on framework and policy updates, and/or new initiatives.

• Identifies opportunities for increased efficiency and improved service to internal and external clients.

• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.

• Supports the development and execution of strategic initiatives in collaboration with internal stakeholders.

• Builds effective relationships with internal stakeholders.

• Works with specialists as needed to support successful deal completion.

• Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).

• Balances the Bank's risk appetite with the client needs in making recommendations to credit for the various Global Markets teams.

• Provides feedback on and supports continuous improvement opportunities.

• Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.

• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

• Reviews and guides work of Analysts and Associates to deliver business results.

• Considers risk, internal controls, and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

• 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.

• Graduate degree in Finance, or CFA/MBA and at least 8-10+ years bank and non-bank financial institution due diligence and credit analysis experience specifically covering the insurance sector (both domestic and international)

• Credit analysis experience and understanding of counterparties and investment products.

• Robust knowledge of lending and portfolio management parameters and objectives.

• Excellent verbal presentation and written communication skills.

• Strong credit solutions driven culture, knowledgeable of credit and derivative products including long-dated structured derivative products

• Strong knowledge of trading products, market risk concepts, and trading products documentation (ISDA/CSA, GMRA, etc.), including documentation of non-standard collateral

• Good knowledge of, and experience with, Corporate Policies/Standards, Financing Guidelines Commercial Lending Process and Directives, the Bank’s credit culture and procedures, and general banking practices and regulations.

• Successful completion of bank credit/lending program, internal or external, is preferred.

• Thrive in a business aligned growth environment accessing Credit/Risk across various jurisdictions.

• Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.

• Flexible, quick learner, self-motivated, confident, and comfortable working in a fast-paced environment.

• Knowledge of and/or experience with loan workouts, management of problem accounts, structured finance, and securitization.

• Must possess the ability to communicate in a professional and knowledgeable manner with internal partners.

• Takes initiative to understand others; gets the cooperation of peers, colleagues; develops and maintains a broad network of relationships within the Bank.

• Strong computer literacy.

• Acts as a positive change agent to drive improved efficiency and effectiveness.

Salary:

Please note the base salary for this role is $175,000 CAD.

Salaire :

Type de rémunération :

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale

À propos de nous

À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.

En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.

Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.