BMO U.S.

Analyst

• Corporate Banking is responsible for the marketing, management and monitoring of the Bank's corporate loan portfolio
• Supports the credit requirements and cross selling efforts for other businesses including derivatives, foreign exchange, cash management, and trade finance
• Summer analysts will gain valuable experience and exposure to a wide number of industries during the 10-week program
• Opportunity to network across various business groups
• Participate in training and learning seminars
• Obtain career guidance from dedicated mentors
• Processing client requests
• Completing annual / interim credit reviews
• Monitoring performance of portfolio companies against credit terms and conditions
• Preparing presentation materials and relationship profitability assessments
• Performing industry and company-specific research, as well as ad hoc projects for senior professionals

Corporate Banking Analyst

Data Analyst

• Understands and articulates the business case of business questions
• Designs dashboards and analyses to be performed
• Identifies trends and patterns to provide insights through reporting and data visualization techniques
• Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions
• Builds various reporting dashboards using appropriate data extraction, cleaning and visualization techniques
• Translates business needs to technical specifications

Project Analytics Manager

Business Operations

• Provides a variety of general office support services and clerical tasks to support one or more business groups
• Collaborates with internal and external stakeholders to facilitate delivery of business objectives
• Troubleshoots and resolves routine problems according to policies and procedures
• Supports change management and coordination of work
• Compiles, copies, sorts, and files records of office activities
• Administers a filing system to ensure availability of reports and documentation
• Creates and maintains databases
• Prepares funding approval requests for department projects
• Tracks and processes department budget and invoices
• Resolves invoice discrepancies

Senior Associate – Collections, Business Operations

• Performs ongoing comprehensive client credit analysis for an assigned number of client portfolios
• Makes credit decisions or provides timely advice to the business banking relationship manager
• Conducts independent analysis and assessment to resolve strategic issues
• Builds effective relationships with internal/external stakeholders

Credit Analyst – Business Banking

Financial Planning and Analysis

• You will gain valuable exposure to a wide variety of industries and work with several financial products
• Conducting industry and company research and analysis
• Developing client presentations
• Writing internal and external marketing memoranda
• Running valuation analysis, financial analysis and completing complex modeling exercises
• Performing other tasks supporting client relationships and business development

Investment Banking Analyst, Summer 2027

• Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities)
• Completing annual / interim credit reviews
• Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client
• Preparing presentation materials and relationship profitability assessments
• Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals

Corporate Banking Analyst, Summer 2027

Account Manager

• Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships
• Maintains an outstanding and continuous record of significant revenue generation from sales and syndications
• Ensures required internal control standards adherence to audit, regulatory and compliance policies
• Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products
• Leads the deal team in executing pitches to prospective clients to maximize sector penetration and returns
• Delivers reliable activities in instituting cross-selling initiatives to clients across all areas of the firm
• Provides deal structuring expertise and additional expertise as knowledge base and needs dictate
• Negotiates transactions with clients on highly complex matters
• Identifies issues, gaps and process improvements through open communication internally and with other bank areas

CRE Relationship Manager

Insurance

• 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.

Vice President, Corporate Banking, FIG, Insurance

• Work for the Corporate Banking – Global Financial Institutions Group – Insurance Team
• Assume both a Portfolio Management and Relationship Management role
• Focus on credit underwriting and structuring, risk adjudication
• Direct origination, cross-sell, and client relationship management responsibilities
• Support the origination and structuring of corporate lending transactions
• Coordinate with other product teams
• Cultivate relationships with new and existing clients
• Grow/elevate the BMO and BMO Capital Market brand
• Collaborate with sector coverage partners
• Create and deliver pitch books for clients with respect to financial solutions
• Prepare credit documentation for internal and external stakeholders
• Directly manage a diverse portfolio of lending exposure insurance clients
• Provide strong deal structuring and negotiate transactions
• Apply appropriate technical concepts and complete reliable technical and financial reports/analyses

Director, Corporate Banking, FIG Insurance

Director

• Provides expertise in the design, development, management and implementation of assigned projects
• Works across BMO to deliver specific project/program results in alignment with overall group goals
• Provides strategic input into business decisions as a trusted advisor
• Makes recommendations to senior leaders on strategy and new initiatives
• Acts as a subject matter expert on relevant regulations and policies
• Networks with industry contacts to gain competitive insights and best practices
• Manages multiple programs/projects simultaneously and resolves conflicting priorities
• Determines business priorities and best sequence for execution of business/group strategy
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress
• Builds effective relationships with internal/external stakeholders
• Ensures alignment between stakeholders
• Defines business requirements for analytics & reporting
• Develops and applies the framework for databases; oversees database management
• Monitors and tracks performance, and addresses issues
• Leads change management programs of varying scope and type
• Collaborates across BMO to develop communications strategies
• Leads the execution of programs and initiatives; assesses and adapts as needed
• Acts as a relationship manager on assigned projects/programs; ensures alignment to overall enterprise and group goals
• Collaborates with internal & external stakeholders to provide business context in design and implementation of programs & solutions
• Breaks down strategic problems and analyses data to provide insights and recommendations
• Drives cross business/group coordination and logistical support for implementation of change
• Implements changes in response to shifting trends

Director – Cross-Border Banking

• Reports directly to the Senior Vice President and Head of North American Products and Platforms
• Cultivates a positive sales culture
• Delivers training, enhances engagement, and develops our client experience
• Partners with Regional Presidents to lead Talent Segment Strategy
• Collaborates closely with enterprise partners to drive visibility and engagement with the Private Counsel business
• Provides high quality sales and service to investment clients
• Identifies and makes referrals to other business groups as appropriate
• Develops internal and external networks to grow business in the assigned portfolio

National Director, BPIC

• Facilitates growth for the Bank through business development and management of key client relationships.
• Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
• Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
• Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.

Senior Relationship Manager, Commercial Banking

Full-stack Engineer

• Drive overall software development lifecycle including transforming requirements into features
• Manage development teams and processes
• Conduct software testing and maintenance
• Translate user requirements into technical specifications
• Write code and manage design specifications preparation
• Support system design and provide security advice
• Debug business systems and service applications
• Analyze, develop, test, and implement new software programs
• Document software development life cycle execution
• Perform maintenance and troubleshoot issues
• Ensure adherence to security, logging, error handling standards

Software Developer - Internship

Manager

• Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions.
• Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
• Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
• Assesses client repayment capacity by utilizing financial models and analytical tools.
• Signs off on loans within delegated authority.
• Monitors portfolio to identify deteriorating credit conditions.
• Evaluates portfolio performance and recommends capital allocation strategies.
• Networks with industry contacts to gather competitive insights and best practices.
• Structures and supports new, renewal, and extension loans aligned with client needs and bank policies.

Portfolio Manager

• Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers
• Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
• May function as a problem-solving resource for more junior staff
• Organizes work information to ensure accuracy and completeness
• Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls
• Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs)
• Checks and reconciles information and documentation to ensure accuracy and completeness
• Analyzes data and information to provide insights and recommendations
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives
• Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity
• Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes
• Supports the development of tools and delivery of training focused on delivering business results