Investment Banking Analyst, Loan Syndications
$110k - $135kBank of Montreal
Application Deadline:Address:320 S Canal StreetJob Family Group:Capital Mrkts Sales & ServiceThe salary range for this role is $110,000 up to $135,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.Collaborates to generate creative, client-focused solutions to prospective and current clients.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channelsProvides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.Delivers financial modeling to support strategic recommendations to clients.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.An undergraduate degree with academic coursework in finance, economics, or accounting with outstanding academic achievement.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking.Shows initiative, prioritizes work, multi-tasks effectively.Highly skilled in building complex financial models.Expertise in using financial computer applications and database management tools.Skilled in creating statistical presentations.Creative, insightful, and resourceful.Strong interpersonal skills within a demanding team environment.Strong ability to review and assess detailed information daily on multiple projects in an organized manner.Works independently within a team environment.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Salary :Pay Type:SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: UsAt 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 people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO 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.To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to View email address on click.appcast.io and let us know the nature of your request and your contact information.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr Bank of Montreal
$160k - $180k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...them achieve their ambitions. As the Loan Syndications Director, you’ll play a critical role in... ...day off dedicated for you to use to invest in your growth and development.*Subject...SuggestedFull timeRemote work- The Loan Servicing Analyst is the customer contact on sole lender deals for loan requests. They are responsible for providing day-to-day delivery... ...and requests for compliance with regulatory and Bank requirements, as required. Monitor production logs and schedules...SuggestedWork experience placement
$85k - $110k
Description The Senior Associate, Loan Operations, is responsible... ...partner to Monroe Capital's investment and portfolio management... ...possess strong knowledge of syndicated lending, loan documentation,... ...participants, borrowers, and agent banks. Cash Management and Reconciliation...SuggestedWork at office3 days per week- The Loan Associate will support the internal loan administrative agent team... ..., and portfolio administration for syndicated and participated loan investments across multiple investment strategies... ...daily cash reconciliations between banking platforms and portfolio accounting...Suggested
$68k - $80k
A financial services provider in Chicago is seeking a detail-oriented Loan Servicing & Treasury Analyst to manage loan servicing and treasury operations. The role involves accurate loan onboarding, reconciliations, and cash transactions. Candidates should have at least...Suggested$115k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform... ...training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform...Temporary workSummer internship$125k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform... ...training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform...Temporary workSummer internship$110k
...to achieve personal success and add value to our teams and communities.Piper Sandler is currently seeking a Class of 2027 Investment Banking Analyst for our Healthcare IT & Services teams in our New York (NY), Charlotte (NC), Chicago (IL), Minneapolis (MN), and San...Full timeWork visa$125k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform... ...training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform...Temporary workSummer internship$75k - $85k
Pearlmark is a Chicago-based investment firm that targets domestic core... ...office as an Investment Analyst supporting the debt and equity... ...Participate in joint venture and loan document negotiation;... ...equity, REIT, debt, brokerage, banking, or valuation experience Analytical...Full timeWork at office$125k
...business development, transaction execution, and the delivery of investment banking products and services to clients and prospects. Perform... ...training and mentorship to summer interns and less experienced analysts. Responsibilities Perform extensive financial/valuation...Temporary workSummer internship- ...Location: Las Vegas, NV (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) About This Opportunity Career Launch AI is featuring...Full timeInternship
$110k - $125k
...Baird. Baird offers a different kind of start to a career in investment banking, built on high‑performing teams and a culture that supports... ...culture focused on shared success. We are currently hiring analysts across our Consumer, Healthcare, Industrial, and Tech & Services...Full timeWork experience placementCurrently hiringVisa sponsorshipWork visaNight shift- ...advisory work. Requirements Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics. 0‑2 years of investment banking corporate finance, or a related analytical role. Series 79 and Series 63 licenses required within 90 days of start date....
- ...Summer Analyst Program Join J.P. Morgan Payments, a leader in global payments innovation, where you'll help transform the movement of... ...organizations worldwide. As part of one of the world's largest banks, you'll contribute to seamless transactions across borders and industries...Summer workImmediate startWorldwideVisa sponsorship
$185k - $200k
...senior, one-stop and second lien loans to U.S. middle market... ...million. We also underwrite and syndicate senior credit facilities and... ...Position Responsibilities The Analyst / Associate will work with junior... ...in reviewing new investment opportunities and monitoring...Full timeWork at office- Fitch Ratings in Chicago seeks a Financial Analyst to join our Chicago office. This role supports a specialized research team responsible for real-time coverage of a broad universe of companies, leveraging Fitch’s credit and analytics framework. You will develop detailed...Work at office
- Illinois Housing Development Authority (IHDA) seeks a Senior Financial Analyst in the Accounting Department to support financial accounting and reporting. You will analyze general ledger activity, reconcile accounts, prepare journal entries, and develop financial reports...
- ...Title: Investment Banking Analyst's Levels 1, 2, & 3 Sector Coverages: Technology or Healthcare, or Industrials Location: Chicago About the Role We are currently partnered with a leading Investment Bank looking to bring on an Investment Banking Analyst at levels 1, 2,...
- ...William Blair is seeking a BioTech investment banking internship on our BioTech team in Chicago, IL. The role focuses on in-depth financial analyses, building models for mergers, acquisitions, and capital raising, and supporting deal execution from due diligence to client...Internship
- ...Advisors and Self-Directed - our digital investing platform. The combined business has ~$600... ...Disability/Veterans Our Consumer & Community Banking division serves our Chase customers... ...financing, investment advice, small business loans and payment processing. We’re proud to...Work at officeRemote workFlexible hoursNight shift
- ...Loan Origination Associate I Join JPMorganChase as a Loan Origination Associate I and make a significant impact on our lending services. This role offers a unique opportunity for career growth and development, where your skills in conflict management and strategic...
- LaSalle Investment Management, Chicago-based division, seeks a Senior Analyst to join the Loan Origination, Underwriting and Asset Management team. You will contribute to financial underwriting, loan closings, and asset management of CRE bridge loans ranging from $5M to...
- ...Debt Investors (LDI) in Chicago/Denver is seeking a Senior Analyst to join the Loan Origination, Underwriting and Asset Management Team. The... ...environment. You will analyze complex cash flows in Excel, prepare investment memoranda, support loan closings and asset management, and...
- ...Job Description We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job...Work experience placement
$120k - $156.5k
...actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion... ...and analyze reports for mortgage loans to include, but not limited to: analyzing... ...Ullico, the only labor-owned insurance and investment company, has been a proud partner of the...Permanent employmentWork at office- ...You'll receive training, mentorship, and engaging projects to develop your expertise. As a risk manager in our Commercial & Investment Bank, you'll help manage our financial reputation and regulatory performance, work across the business to shape decisions, influence...Summer workInternshipWork at officeImmediate startVisa sponsorship
- Old National Bank is seeking an ABL Collateral Analyst II in Chicago to ensure the integrity of collateral for Asset Based loans. This role involves the review and analysis of loan data, requiring strong analytical abilities and experience in commercial lending. The ideal...
$95k - $115k
...personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Experienced Analyst D.A. Davidson & Co., a leading full-service investment...Full timeWork experience placementWork at officeNight shiftWeekend work- ...of comprehensive wealth management and investment products and services for individuals, companies... ...insights of Merrill coupled with the banking convenience of Bank of America.... ...for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration...Work at officeWork from homeShift workDay shift
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