Director, global markets corporate banking - insurance specialist

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BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

The Portfolio Management Director will support Global Market professionals in executing the first line of defense accountability for strong risk culture. The Portfolio Management Director provides robust multidimensional analysis and supports the Global Market team in a portfolio management function for Global Markets Corporate Banking Financial Institutions. Coverage comprises Bank and Non-Bank Financial Institutions with a focus on Insurance Companies, both domestic and international.

This includes providing credit underwriting expertise for a variety of sub-sectors within the broader Insurance industry including US, Canada, and international insurers. This role requires origination and underwriting of non-lending Corporate Banking products (e.g. derivative products, securities financing, cash products, etc.), both bilaterally and through Agent relationships. The Global Markets Corporate Banking Portfolio Management function includes assisting in the origination and structuring of trading products transactions, providing credit expertise to the Global Market teams, oversee credit monitoring, working with internal stakeholders to manage and establish credit facilities and facilitate credit approvals across the various Global Market teams.

• Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.
• Operates as key member of the Global Markets portfolio management team managing credit risk and returns.
• Uses industry expertise to cultivate relationships with new and existing clients and develop new client relationships within bank and non-bank FI sector with a focus on the insurance sector.
• Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.
• Prepares credit documentation (e.g. applications, memoranda, presentations) for internal and external stakeholders.
• Reviews and continually monitors performance of existing accounts and client relationships.
• Key First line of Defence and credit recommender for Global Markets transactions/facilities.
• Oversees Business Analysts, Analysts, and/or Associates and their credit monitoring workload and initiatives.
• Assists in monitoring country risk in counter party locations.
• Reviews and provides feedback on framework and policy updates, and/or new initiatives.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Supports the development and execution of strategic initiatives in collaboration with internal stakeholders.
• Builds effective relationships with internal stakeholders.
• Works with specialists as needed to support successful deal completion.
• Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with the client needs in making recommendations to credit for the various Global Markets teams.
• Provides feedback on and supports continuous improvement opportunities.
• Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Reviews and guides work of Analysts and Associates to deliver business results.
• Considers risk, internal controls, and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

• Graduate degree in Finance, or CFA/MBA and at least 8-10+ years bank and non-bank financial institution due diligence and credit analysis experience specifically covering the insurance sector (both domestic and international)
• Credit analysis experience and understanding of counter parties and investment products.
• Robust knowledge of lending and portfolio management parameters and objectives.
• Excellent verbal presentation and written communication skills.
• Strong credit solutions driven culture, knowledgeable of credit and derivative products including long-dated structured derivative products.
• Strong knowledge of trading products, market risk…