Application Deadline

11/16/2026 Address: 100 King Street West Job Family Group: Commercial Sales & Service

About Sponsor Finance

Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance.

About the Analyst role

The Analyst, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Analyst will support the team in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. The Analyst will assist in executing new transactions as well as portfolio management tasks for accounts managed directly by Sponsor Finance.

Primary new business responsibilities

- Assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds.
- This will also include preliminary financial modeling and assisting in the preparation of investment committee memoranda.




- Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.
- Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service workplace.
- Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyzes financial performance and risk profiles of clients within the portfolio.
- Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral.
- Supports credit-granting decisions by making recommendations to manager.
- Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance.
- Analyses metrics and assesses industry trends to spot risks and opportunities.
- Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies.
- Develops proposals to capture new business and expand client relationships.
- Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
- Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies.




- Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions.
- Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
- Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
- Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded.
- Escalates issues when needed.
- Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
- Identifies revenue and cross-selling opportunities to enhance portfolio growth.
- Identifies share of wallet opportunities.
- Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
- Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- 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

📌 Analyst, Sponsor Finance (Toronto)
🏢 BMO
📍 Toronto