Project & Energy Transition Finance Analyst

Bank of Montreal; New York (NY); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Life insurance

Tuition reimbursement

Job summary

BMO Financial Group seeks a capital markets professional to support and lead project financing transactions across power, infrastructure, energy, and digital infrastructure. You will assist senior staff in business development, diligence, and execution, developing credit submissions, and coordinating with multiple teams to close deals.

The role emphasizes fast-paced collaboration, independent work under time constraints, and delivering thorough financial analyses, scenarios, and sensitivities

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 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.

Responsibilities

• Support, and eventually lead, various aspects of project financing transactions through to closing.
• 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.
• 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.

Skills

Financial analysis

Project finance

Financial modelling

Excel proficiency

PowerPoint

Communication skills

Independent worker

Team collaboration

Attention to detail

AI proficiency

Education

Undergraduate degree in business/finance/economics

Tools

Credit modelling software

VDR management

Job description

BMO Financial Group seeks a capital markets professional to support and lead project financing transactions across power, infrastructure, energy, and digital infrastructure. You will assist senior staff in business development, diligence, and execution, developing credit submissions, and coordinating with multiple teams to close deals.

The role emphasizes fast-paced collaboration, independent work under time constraints, and delivering thorough financial analyses, scenarios, and sensitivities