Leveraged Finance Analyst - PE-Backed Lending & LBO Modeling

BMO; United States; Vor Ort; USD 105.000 - 115.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group is seeking an Analyst to support underwriting, credit approval, and portfolio management for Financial Sponsor backed transactions. You will analyze financial data, contribute to due diligence, and help structure deals across revolvers and term loans in syndicated and direct lending.

The role emphasizes rigorous modeling and cross-functional collaboration. The position involves evaluating credit risk, preparing concise analyses for committees, and assisting in client pitches

Qualifikationen

• Undergraduate degree with coursework in finance, economics, or accounting.
• 1–2 years' experience in investment banking, corporate banking, corporate credit, or capital markets.
• Financial analysis credit training program preferable.

Aufgaben

• Analyze financial and operating data for trends in performance of companies and industries.
• Screen transactions, perform due diligence, and support credit approval.
• Develop LBO models and credit memos for underwriting and portfolio management.
• Collaborate across Leveraged Finance, Industry Coverage, and Sponsor Coverage.
• Assist in client pitches to support cross-selling of hedging and other products.

Kenntnisse

Analytical skills

LBO modeling

Excel proficiency

Written and verbal communication

Credit analysis

Ausbildung

Undergraduate degree in finance, economics, or accounting

1-2 years relevant investment banking/corporate banking experience

Financial analysis credit training program preferable

Tools

MS Excel

Jobbeschreibung

BMO Financial Group is seeking an Analyst to support underwriting, credit approval, and portfolio management for Financial Sponsor backed transactions. You will analyze financial data, contribute to due diligence, and help structure deals across revolvers and term loans in syndicated and direct lending.

The role emphasizes rigorous modeling and cross-functional collaboration. The position involves evaluating credit risk, preparing concise analyses for committees, and assisting in client pitches