The Financial Analyst, Community Investments, is responsible for underwriting new investment opportunities and managing a portfolio of public welfare investments. Community Investments supports the BMO Harris Bank’s Community Reinvestment Act (CRA) objectives by making qualified public welfare investments. Typical investments include private equity funds, tax credit funds, and loan pool investments. Community Investments, within the Corporate Finance line of Business, manages investments with a total of $600MM in authorizations. Analyst will be assigned 40-50 investments to manage and will work with Associates, Vice Presidents, and Managing Directors to learn the business.
Cross functional relationships include: ERPM Credit, Legal, Tax, CRA Governance and Community Development Lending
Qualifications Knowledge and Skills:
We’re here to help
At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.
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