Analyst, Corporate Banking, Project and Energy Transition Finance

BMO U.S.; New York (NY); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Job summary

BMO U.S. is seeking a highly capable professional to support the origination and structuring of project finance and structured lending transactions across energy, infrastructure, and digital sectors.

The role emphasizes working with senior professionals on business development and execution in a fast-paced, collaborative environment. You will assist in credit submissions, diligence, and model explanations, while coordinating with credit and operations teams to ensure timely closings.

Qualifications

• Undergraduate degree in business, finance/accounting, economics with outstanding academic achievement.
• Financial services experience analyzing large corporate, commercial or project finance credit risk.
• Project finance experience and financial modelling proficiency.
• Strong organizational and time management skills with attention to detail.
• Excellent written and verbal communication and interpersonal skills.
• Self-starter who can learn quickly and work independently or in a team.
• Proficiency in Excel, PowerPoint, Word; AI knowledge a plus.

Responsibilities

• Understand construction, operating, and financing inputs to the project financial model.
• Prepare and explain credit scenarios, key metrics, and outputs.
• Support and lead aspects of project financing through to closing.
• Conduct credit analysis, risk and return analyses, and due diligence.
• Coordinate with credit, legal, and operations teams from origination through closing.
• Assist in preparing credit submissions for internal and external stakeholders.
• Summarize diligence materials to identify risks and mitigants.
• Run internal return models and capital committee memos.

Skills

Communication

Time management

Independence

Attention to detail

Teamwork

Education

Undergraduate degree in business/finance/economics

Tools

Excel

PowerPoint

Word

AI for efficiency

Job description

Job Description

Supports the origination and structuring of project finance and structured lending transactions across a variety of industries and asset classes including power generation, utilities, infrastructure, energy and energy transition, and digital infrastructure. The individual will ultimately be responsible for supporting senior professionals in business development and day-to-day execution of these transactions. The position requires an individual who thrives in a fast-paced, collaborative environment and the ability to work independently with minimal guidance under time constraints will be a key differentiator of success.

Job Description

Supports the origination and structuring of project finance and structured lending transactions across a variety of industries and asset classes including power generation, utilities, infrastructure, energy and energy transition, and digital infrastructure. The individual will ultimately be responsible for supporting senior professionals in business development and day-to-day execution of these transactions. The position requires an individual who thrives in a fast-paced, collaborative environment and the ability to work independently with minimal guidance under time constraints will be a key differentiator of success.

Origination and Execution

• Understand the construction, operational, and financing inputs to the project financial model including investing significant time in preparing and explaining credit scenarios and sensitivities, key metrics, and summary outputs
• Support, and eventually lead, various aspects of project financing transactions through to closing. These include but are not limited to:
  • Credit analysis
  • Risk and return analysis
  • Due diligence (contracts, legal memoranda, etc.)
  • Third-party consultant reports (independent engineer, market/insurance/environmental consultant, etc.)
  • Credit documentation support (financing agreements, term sheets, etc.)
  • Financial closing coordination
  • AML/KYC and client onboarding activities and coordination
  • Virtual data room (VDR) management
  • Assist in preparing credit submissions (i.e., applications, memoranda, presentations, etc.) for internal (investment and risk committees) and external stakeholders (clients, investors, lenders, developers)
  • Summarize diligence materials to develop and produce coherent recommendations and identify key risks and mitigants
  • Run internal return models and capital committee memos
  • Coordinate with credit and operations teams from origination through closing and funding
  • Considers risk, internal controls and compliance as part of day-to-day accountabilities and adherence to policies and procedures

Qualifications

• Undergraduate degree in business, finance/accounting, economics with outstanding academic achievement (academic transcript to be provided if available)
• Financial services experience analyzing large corporate, commercial or project finance credit risk
• Project finance experience is an asset, especially financial modelling experience and proficiency
• Strong organizational and time-management skills with exceptional attention to detail
• Outstanding communication (written, oral, listening) and interpersonal skills with ability to present complex information succinctly to internal and external audiences
• Self-starter with ability to learn quickly and work independently while also being able to work effectively in a team environment
• Desire and willingness to demonstrate accountability and proactively anticipate team needs
• Highly proficient in Excel, PowerPoint, Word
• Strong working knowledge of and ability to leverage AI to drive efficiency will be considered an asset

Salary

The salary range for this role is $95,000.00 up to $110,000.00 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

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 Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.