Premier Financial Advisor

  • BMO Harris Bank
  • Chicago, IL, United States
  • Aug 28, 2017
Full time Banking Finance

Job Description

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.     

  • Ensure accuracy of financial analysis and due diligence
  • Ensure adherence to financing guidelines
  • Assist in negotiations of terms and conditions of  legal agreements
  • Develop credit information for use by commercial relationship managers in making investment decisions
  • Prepare and analyze spreadsheets, financial information, financial statements and related material
  • Produce a variety of reports used to assess credit information such as annual reviews and investment transaction summaries (ITS).  
  • Prepare summary, present facts and offer opinions concerning credit worthiness.

Cross functional relationships include: ERPM Credit, Legal, Tax, CRA Governance and Community Development Lending

  Qualifications   Knowledge and Skills:  

  • Formalized credit training required with at least two years of underwriting experience
  • One to four years of relevant corporate finance, commercial lending, accounting or due diligence experience, preferably in a bank, finance company or accounting firm environment
  • An undergraduate degree is required
  • Solid financial analysis, research and business due diligence skills
  • Self motivated with a history of meeting and exceeding goals
  • Strong analytical and written communication skills
  • Excellent interpersonal skills
  • Team player

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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