Analyst, U.S. Diversified Corporate & Leveraged Banking

Application Deadline

08/01/2026

Address

151 W 42nd Street

Job Family Group

Capital Mrkts Sales & Service

Compensation

The salary range for this role is $105,000 up to $115,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

Job Description

The Analyst will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management of Financial Sponsor backed transactions, supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries. The Analyst will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Analyst will help assess BMO’s hold appetite across revolvers and term loans in both syndicated and direct transactions. Experienced Analysts will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products.

Key Dimensions

• New Underwritings: 60%
• Portfolio Management: 40%

Primary Function and Responsibilities

New Underwritings

• Digest comprehensive data rooms and use critical thinking to pull out and analyze key files.
• Work across groups to compile diligence lists; lead diligence calls with financial sponsors as well as with company management teams.
• Collaborate with colleagues on different teams (Leveraged Finance; Industry Coverage; Sponsor Coverage) on materials for committee meetings attended by senior leaders across the bank.
• Create LBO models based on management/sponsor projection models to use in Credit Memos.
• Use independent critical thinking to analyze and sensitize financial models; develop risks and mitigants, business strengths, and credit rationale for completing a transaction.
• Complete risk/return models for new deals.
• Address questions from the Investment Committee and Credit team to support new transactions.

Portfolio Management

• Review and monitor borrowers’ financial statements for potential changes that may affect performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with sponsor/management teams.
• Prepare concise credit analysis and other correspondence on a quarterly basis for certain borrowers and on an annual basis for all borrowers.
• Assess borrowers’ internal risk rating on a regular basis based on financial performance and changes to qualitative aspects of the business.
• Conduct ongoing analysis of the amount of allocated capital and credit risk.
• Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing borrowers.
• Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry.

Education and Professional Experience

• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• 1–2 years of relevant experience within investment banking, corporate banking, corporate credit, or capital markets.
• Completion of a financial analysis credit training program is preferable.

Skills

• Excellent analytical skills in business, financial, and credit analysis.
• Skilled in building complex LBO financial models.
• Strong written and oral communication skills.
• Strong proficiency in Microsoft Office products, notably MS Excel.
• Ability to be creative, insightful, and resourceful in performing duties.
• Strong interpersonal skills in a demanding team environment.
• Strong ability to attentively review, assess, and provide detailed information daily across multiple projects in an organized manner.
• Excellent capability to independently function as part of a team through self-motivation.

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