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.

• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Institutes cross-selling initiatives to increase ranking with client.
• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
• Initiates contact with partners for new client sales.
• Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Reviews and continually monitors performance of existing accounts and client relationships.
• Conducts due diligence (eg client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
• Understands client needs and provides relevant ideas and opinions to generate recommendations.
• Collaborates with sector coverage partners for clients and prospects to identify/deliver creative, timely solutions.
• Provides deal expertise and prepares/oversees delivery of creative and timely "pitches".
• Supports credit concurrence/pricing efforts as a client advocate.
• Maintains key ongoing coverage contact with clients and sector managers.
• Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
• Identifies and leverages key decision makers and influencers in client/internal organizations.
• Acts as a positive change agent to drive improved efficiency and effectiveness.
• Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
• Assists in the development of strategic plans.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Works with specialists as needed to support successful deal completion.
• Ensures alignment between stakeholders.
• Creates financial models to analyze client portfolios and anticipate client needs.
• Uses financial analysis to proactively identify opportunities to cross-sell.
• Generates updated financial models/analyses as dictated by business needs and industry requirements.
• Analyzes/assesses industry compilations.
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with client needs when making recommendations/proposals.
• 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.
• 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 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.

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.
• MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
• Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.
• Relevant business services sector experience is highly desired.
• Good knowledge of the organizational portfolio management policies and objectives.
• Displays advanced deal execution and/or project management skills - ability to manage more than one client/major initiative.
• Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
• Expertise in financial computer applications and database management tools.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.