Associate, Project Finance, Corporate Banking- New York

Bank of Montreal; New York (NY); On-site; USD 135,000; Full time

Job summary

An established industry player is seeking an Associate in Project Finance within Corporate Banking. This role involves supporting the origination and structuring of project finance transactions across various sectors, including energy and infrastructure. You will thrive in a fast-paced environment, coordinating teams to meet deadlines while managing loan portfolios. The ideal candidate will possess strong analytical skills and a proactive approach, with a commitment to delivering exceptional results. This position offers a competitive salary and a comprehensive benefits package, making it an excellent opportunity for professional growth and impact.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 2-5 years of financial services experience analyzing corporate credit risk.
• 1-2 years of rigorous financial modeling experience required.

Responsibilities

• Support project financing transactions through to closing.
• Prepare credit documentation for internal and external stakeholders.

Skills

Credit analysis

Risk and return analysis

Financial modeling

Communication skills

Organizational skills

Time management

Self-starter

Education

Undergraduate degree in business

Degree in finance/accounting

Degree in economics

Tools

Excel

PowerPoint

Word

Job description

Associate, Project Finance, Corporate Banking- New York page is loaded

Associate, Project Finance, Corporate Banking- New York

Apply locations New York, NY, USA time type Full time posted on Posted 2 Days Ago job requisition id R250012601

Application Deadline:

07/24/2025

Address:

151 W 42nd Street

Job Family Group:

Capital Mrkts Sales & Service

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. The position requires an individual who thrives in a fast-paced, collaborative environment and has a proven track record of coordinating internal and external teams to meet transaction deadlines. The individual will ultimately be responsible for supporting senior professionals in business development and day-to-day execution of these transactions as well as ongoing management of the loan portfolio. 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 documentation (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

• Coordinate with credit and operations teams from origination through close and funding

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

Qualifications:

• Undergraduate degree in business, finance/accounting, economics with outstanding academic achievement

• 2-5 years of financial services experience analyzing large corporate, commercial or project finance credit risk

• Project finance experience

• 1-2 years of rigorous financial modelling experience with strong familiarity with financial reporting

• 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

Base Salary

$135,000.00 USD

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 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 http://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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About Us

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.