Vice President, Corporate Banking, FIG, Insurance
BMO U.S.
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • New York • United States
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Salary
💰 $200,000 per year
Job Level
About the role
- Work for the Corporate Banking – Global Financial Institutions Group – Insurance Team based in Chicago or New York
- Assume both a Portfolio Management and Relationship Management role
- Heavy focus on credit underwriting, structuring, and risk adjudication
- Building to more direct origination, cross-sell, and client relationship management responsibilities over time
- Supports the origination and structuring of corporate lending transactions
- Completes credit documentation for internal and external stakeholders
- Directly manages a diverse portfolio of Insurance companies with progression toward increasing client responsibility
- Reviews and continually monitors performance of existing accounts and client relationships
- Provides deal structuring expertise and negotiates transactions with clients
- Completes due diligence and credit analysis on new and existing client relationships.
Requirements
- Undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement
- Preferred MBA, CFA or equivalent experience in financial services, accounting, or legal fields
- Minimum of 5 – 7 years of relevant experience in covering the Insurance segment from a corporate or commercial banking and lending perspective, including credit underwriting, transaction structuring, and client management within the Insurance sector
- Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative
- Ability to create and deliver professional presentations
- Strong analytical skills, with expertise in Insurance credit analysis
- Deep knowledge and technical proficiency gained through extensive education and business experience.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit underwritingtransaction structuringcredit analysisdeal structuringdue diligenceportfolio managementrisk adjudicationfinancial analysisclient managementcross-selling
Soft Skills
relationship managementanalytical skillsproject managementpresentation skillsnegotiation skillscommunication skillsorganizational skillsclient relationship managementdeal executioninterpersonal skills
Certifications
MBACFA