Portfolio Management Role at BMO (Calgary)

Portfolio Management Role at BMO (Calgary)

23 Sep
|
BMO
|
Calgary

23 Sep

BMO

Calgary

Elevate client financial solutions as a Portfolio Manager for BMO’s Commercial Banking clients. Conduct in-depth credit analysis and support tailored lending strategies. BMO is looking for a skilled Portfolio Manager to join its Commercial Banking team.

This position is charged with analyzing credit information, assessing client financial health, and making informed lending decisions. You will work closely with Relationship Managers to ensure compliance with regulatory standards while developing and maintaining robust client relationships to drive portfolio growth. Key Responsibilities:

- Conduct detailed financial analysis and risk assessments
- Support loan structuring to meet client needs
- Monitor portfolio performance and compliance metrics




- Identify opportunities for revenue growth and cross-selling
- Serve as a primary contact for client service requests Requirements:
- 3 – 4 years of experience in lending or credit analysis
- Bachelor’s degree preferred in Finance or Accounting
- Intermediate problem-solving and analytical skills
- Robust attention to detail and organizational capability
- Knowledge of banking operations and compliance standards Transform how BMO services its Commercial Banking portfolio, ensuring long-term financial success through exceptional client support and credit management.

📌 Portfolio Management Role at BMO (Calgary)
🏢 BMO
📍 Calgary

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