Join BMO as a Financial Portfolio Analyst, where you will analyze credit information to support lending within Commercial Banking. Enhance client service and compliance through precise financial assessments. This position requires a bachelor’s degree and 1-3 years of experience in credit analysis or banking operations.

You'll dive into financial performance analytics, crafting credit summaries and assessing risk profiles to make informed lending decisions. Collaboration with Relationship Managers and business partners is crucial for structuring loans that align with client needs while adhering to bank policies. You will also monitor ongoing portfolio performance and help navigate compliance metrics. Key Responsibilities:

- Conduct credit analysis and recommend decisions




- Support loan structuring in line with client needs
- Monitor compliance and portfolio performance
- Develop and implement strategies for client expansion
- Maintain accurate loan documentation

Requirements:

- Relevant degree and 1-3 years in credit or lending
- Expertise in financial analysis and client relationship management
- Solid analytical and problem-solving skills
- Detail-oriented with a commitment to quality service
- Proficiency in Microsoft Office and data analysis tools

Contribute to BMO's success while supporting clients’ financial goals as a Portfolio Analyst.

📌 Financial Portfolio Analyst at BMO (Halifax Regional Municipality)
🏢 BMO
📍 Halifax Regional Municipality