Analyst, Leveraged Finance & PE Lending

BMO U.S.; New York (NY); Presencial; USD 105 000 - 115 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

Tuition reimbursement

Retirement savings plans

Resumo da oferta

BMO Financial Group in New York seeks a Financial Analyst to support underwriting, credit approval, and portfolio management for sponsor-backed transactions. You will analyze financial and operating data, participate in initial screening, due diligence, and legal documentation negotiations, and help assess hold appetite across revolvers and term loans in syndicated and direct deals.

You will engage in client pitches to support cross-selling opportunities for hedging and other corporate banking

Qualificações

• An undergraduate degree in finance, economics or accounting with strong academic achievement.
• 1–2 years of relevant experience in investment banking, corporate banking, corporate credit, or capital markets.
• Completion of a financial analysis credit training program preferable.

Responsabilidades

• Digest data rooms and pull key files with critical thinking.
• Lead diligence calls with financial sponsors and management teams.
• Create LBO models for credit memos and sensitivity analyses.
• Assess risk/return considerations for new deals and credit rationale.

Conhecimentos

Financial analysis

LBO modeling

Credit analysis

MS Excel

Client communication

Formação académica

Bachelor's degree in Finance/Economics or related field

Ferramentas

MS Excel

Descrição da oferta de emprego

BMO Financial Group in New York seeks a Financial Analyst to support underwriting, credit approval, and portfolio management for sponsor-backed transactions. You will analyze financial and operating data, participate in initial screening, due diligence, and legal documentation negotiations, and help assess hold appetite across revolvers and term loans in syndicated and direct deals.

You will engage in client pitches to support cross-selling opportunities for hedging and other corporate banking