Qureos Mentor

BMO Financial Group

151 W 42nd Street New York New York,10036
 
<div>About BMO Capital Markets
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets
Description:
We are seeking an Equity Research Associate to join our U.S. Real Estate/REITs team. The associate will work closely with the senior analyst to develop and market all equity research products. The role requires strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail, and a strong work ethic.
The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team but equally values independence, initiative, idea generation and a sense of ownership for the work.
Ideal Candidate:
Our ideal candidate is someone with 1-2 years of equity research or real estate finance experience and the requisite licenses (SIE, Series 7, 63, 86, 87).
Responsibilities include, but are not limited to:<ul><li>
Building and maintaining detailed company models (IS/BS/CF)</li><li>
Analyzing financial statements and news related to industry coverage</li><li>
Conducting store and channel checks</li><li>
Writing equity research reports and over time, formulating investment theses</li><li>
Participation in site visits and management meetings</li><li>
Maintaining and analyzing industry data</li><li>
Communicating investment recommendations to internal and external clients</li></ul>
Experience/Skills:
A combination of exceptional writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the U.S. Real Estate/REITs industry is not required but could be a benefit. Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:<ul><li>
Exceptional written and verbal communication skills</li><li>
A keen interest in and demonstrated understanding of Equity Research</li><li>
A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail</li><li>
Superior work ethic, self-motivation and the ability to work independently</li><li>
Ability to systematically manage a heavy work load and meet stringent deadlines</li><li>
Flexibility to work irregular or extended hours</li><li>
Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg</li><li>
Demonstrated use of AI in the workplace</li><li>
CFA is a plus</li></ul>
Education:
A bachelor&rsquo;s degree is required. A post-secondary degree in a related field of study is a plus. U.S. only.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
The salary range for this role is $150,000 up to $200,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;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&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Senior Equity Research Associate - U.S. Real Estate/REITs

9000 Balboa Blvd. Northridge California,91325
 
<div>Branch location will be determined at time of offer. This is for the Northridge and surrounding communities.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.<ul><li>
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.</li><li>
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).</li><li>
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.</li><li>
Supports customer transactions needs based on customer traffic.</li><li>
Engages customers to grow BMO&rsquo;s business by reaching out, generating appointments, and building new relationships within the community.</li><li>
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.</li><li>
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.</li><li>
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank&rsquo;s policies and procedures.</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits and may include handling escalations from other employees.</li><li>
Analyzes issues and determines next steps.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
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.</li></ul>
Qualifications:<ul><li>
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.</li><li>
Appropriate lending qualifications and designations.</li><li>
Working knowledge of personal and small business customer needs and solutions.</li><li>
Working knowledge of retail investments and lending products.</li><li>
Experience in financial services is an asset.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.</li><li>
Passionate commitment to helping our customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$45,900.00 - $75,900.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;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&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Retail Relationship Banker

6455 S. Yosemite St. Greenwood Village Colorado,80111
 
<div>BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
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 environment.<ul><li>
Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.</li><li>
Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral.</li><li>
Supports credit-granting decisions by making recommendations to manager.</li><li>
Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance.</li><li>
Analyses metrics and assesses industry trends to spot risks and opportunities.</li><li>
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.</li><li>
Develops proposals to capture new business and expand client relationships.</li><li>
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.</li><li>
Structures and supports new, renewal and extension loans aligned with client needs and bank &amp; risk policies</li><li>
Conducts financial analysis and risk assessments of clients&rsquo; credit information, for an assigned portfolio, to provide insights and make informed decisions</li><li>
Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.</li><li>
Minimizes BMO&rsquo;s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.</li><li>
Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded.</li><li>
Escalates issues when needed.</li><li>
Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.</li><li>
Identifies revenue and cross-selling opportunities to enhance portfolio growth.</li><li>
Identifies share of wallet opportunities.</li><li>
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.</li><li>
Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.</li><li>
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.</li><li>
Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>
Works independently on a range of complex tasks, which may include unique situations.</li><li>
Broader work or accountabilities may be assigned as needed.</li></ul>
Qualifications:<ul><li>
Preferred 3 &ndash; 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.</li><li>
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.</li><li>
Bachelor&rsquo;s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.</li><li>
Technical proficiency gained through education and/or business experience.</li></ul>
Intermediate level of proficiency:<ul><li>
Problem Solving</li><li>
Collaboration</li><li>
Detail-Oriented</li><li>
Analytical Thinking</li><li>
Loan Structuring</li><li>
Regulatory Compliance</li><li>
Portfolio Management</li><li>
Credit Risk Assessment</li><li>
Banking Operations</li><li>
Microsoft Office</li></ul>
Advanced level of proficiency:<ul><li>
Data analysis tools</li><li>
Financial analysis</li></ul>
Salary:
$69,000.00 - $127,800.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;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&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Portfolio Manager - Commercial Real Estate (Emerging Middle Market)

320 S Canal Street Chicago Illinois,60606
 
<div>Overview
Delivers deep market, sector and investor expertise, innovative thinking, and world‑class execution across a full suite of Capital Markets products. Collaborates with the Originators and Banking teams to provide financing solutions to clients.
Key Responsibilities
Client Coverage &amp; Relationship Management<ul><li>
Cultivates and deepens relationships with new and existing loan investors and corporate clients.</li><li>
Maintains ongoing senior‑level coverage and ensures alignment across internal stakeholders.</li><li>
Develops a comprehensive understanding of client needs, credit, capital structures and industry trends to anticipate and respond with tailored, market‑driven solutions.</li><li>
Drives successful, tight syndication processes for primary loan sales.</li><li>
Experience in collecting and synthesizing investor feedback to inform each transaction&rsquo;s structure, pricing, and distribution strategy.</li><li>
Identifies opportunities to cross‑sell and expand wallet share.</li></ul>
Deal Execution &amp; Sector Strategy<ul><li>
Leads the syndication strategy for new loan transactions, including investor targeting, structure, pricing, and timing.</li><li>
Serves as a key member of deal teams to expand market share by effectively winning new clients and developing incremental business opportunities.</li><li>
Provides market expertise and contributes to the preparation and delivery of pitches and strategic recommendations.</li><li>
Partners with sector and product specialists to structure, negotiate, and execute transactions.</li><li>
Supports credit concurrence and pricing decisions as a client advocate.</li></ul>
Market, Industry &amp; Portfolio Insight<ul><li>
Monitors loan market conditions, investor sentiment, regulatory developments, and competitive dynamics.</li><li>
Translates market intelligence into actionable advice for clients and internal stakeholders.</li><li>
Review financial statements, projections, and diligence materials to design appropriate, competitive loan structures that balance client objectives, investor demand, and risk considerations.</li></ul>
Risk Management &amp; Governance<ul><li>
Applies strong risk judgment, evaluating risk-return trade-offs and ensuring recommendations align with the bank&rsquo;s risk appetite.</li><li>
Considers internal controls, compliance requirements, and regulatory expectations in daily activities.</li><li>
Identifies opportunities for revenue growth, cost reduction, and capital optimization while managing associated risks.</li></ul>
Leadership &amp; Collaboration<ul><li>
Acts as a trusted advisor to clients with unwavering standards for best-in-class execution and client service.</li><li>
Reviews, mentors, and develops junior team members</li><li>
Leads and reviews work from team members to support high-quality client deliverables.</li><li>
Develops cross‑functional relationships across lines of business to ensure seamless coordination and client experience.</li><li>
Drives improvements in efficiency, effectiveness, and client service; acts as a positive change agent.</li></ul>
Qualifications<ul><li>
9+ years of relevant experience in loan syndications, leveraged finance, or investment banking with a strong track record in structuring and executing syndicated loan transactions.</li><li>
Bachelor&rsquo;s degree in finance, economics, accounting, or related field; advanced academic achievement preferred.</li><li>
Demonstrated expertise in syndicated loan markets, investor behavior, and distribution dynamics.</li><li>
Proven ability to manage senior‑level investor and corporate client relationships.</li><li>
Exceptional communication, presentation, analytical, problem‑solving, negotiating, and influence skills.</li><li>
Ability to operate effectively in a fast‑paced, complex environment.</li><li>
Strong collaboration skills with experience working across diverse teams and stakeholder groups.</li></ul>
Compensation
Salary Range: USD $275,000 &ndash; $350,000 
(Actual compensation depends on skills, experience, education, and qualifications.)
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;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&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Director or Managing Director, Investment Banking, US Loan Syndications

151 W 42nd Street New York New York,10036
 
<div>BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
<div>We are hiring an Associate or VP, Metals Trading, to join our Global Commodities team in our New York office . The role will require knowledge of physical and financial base and precious metals markets to price, execute and manage physical trading and derivatives for BMO metals trading desk. This role includes direct responsibility for risk and inventory management executing trades and working closely with the Corporate and Investor Sales Teams on client solutions. The candidate also identifies opportunities for increased efficiency and improved service to internal and external clients and implements positive change within the business unit.</div>
Group Overview
The Commodities Trading team within Global Markets Fixed Income, Currencies &amp; Commodities (FICC) is responsible for managing and executing hedging and financing transactions for BMO&rsquo;s investor, corporate and commercial clients. Working closely with the Corporate Sales &amp; Structuring (CSS) group as well as investment, corporate and commercial banking, the team serves as product experts with a coverage universe including spot, forward, futures, options, exotics, and financing transactions.
Key Areas of Accountability
Risk Management &amp; Execution:<ul><li>
Pro-active position and risk manager with extensive knowledge of physical trading in precious metals</li><li>
Experience trading OTC London and CME gold contracts</li><li>
Use abilities in financial analysis to communicate effectively and succinctly with CSS and clients to facilitate deals</li><li>
Develop trade ideas and help initiate transactions through appropriate presentation of financial data</li><li>
Understand all software systems for trading and pricing transactions</li><li>
Develop, maintain, and build out models</li><li>
Responsible for the prudent management of the Bank&rsquo;s exposure</li><li>
Operate within authorized client, position and loss limits</li><li>
Manage risk related to pricing and sales/trading of the book</li><li>
Manage firm&rsquo;s risk and take action to reduce exposure in developing and delivering client strategies</li><li>
Compliance/AML/Reputational Risk</li></ul>
Collaboration:<ul><li>
Be a strong partner and collaborator within Commodities Sales &amp; Trading to share market information and solve problems</li><li>
Build relationships with product partners across Global Markets to provide/solicit cross-product mandates for new opportunities</li><li>
Continuously coach and mentor junior team member</li><li>
Ensure high levels of client satisfaction through strong cross-department coordination with the following groups:</li></ul><ul><li>I&amp;CB and P&amp;C Coverage and Portfolio Management</li><li>Other Trading Products Groups</li><li>Cross-Business Risk and Cross-Business Structuring</li><li>Documentation &amp; Legal</li><li>Market Risk</li><li>Client Onboarding</li><li>Compliance</li></ul>
Qualifications
Knowledge:<ul><li>
Typically, between 2 and 10 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.</li><li>
Demonstrates strong knowledge of Metals markets &ndash; financial and physical CME, LME and OTC products.</li><li>
Thorough knowledge of derivatives &amp; options</li><li>
Knowledge of banking and risk concepts as well as derivative regulations</li><li>
Familiar with credit issues and industry trends in Metals globally</li><li>
Relevant experience and passion for working in a trading environment within a growing business</li></ul>
Skills:<ul><li>
Expert portfolio management skills with a firm grasp of dynamic hedging</li><li>
Excellent communication skills (written and verbal)</li></ul><ul><li>
Expertise in financial computer applications including MS Excel, VBA, and Bloomberg. Strong proficiency in other Microsoft Office products.</li><li>
Able to exercise independent thought and judgment under limited supervision and to adapt to new tasks with little notice</li><li>
Creative, insightful and eager to learn</li><li>
Experience training junior staff and expanding businesses into new markets and geographies</li></ul>
Salary:
Associate - $175,000 USD - $200,000 USD
VP level -$260,000 USD
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;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&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Associate and VP, Metals Sales & Trading

9001 N 76th Street Milwaukee Wisconsin,53223
 
<div>Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.<ul><li>
Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.</li><li>
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.</li><li>
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.</li><li>
Meets customer transaction-based needs with seamless execution.</li><li>
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.</li><li>
Contributes to meeting branch business results and the customer experience.</li><li>
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits.</li><li>
Analyzes issues and determines next steps; escalates as required.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
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.</li></ul>
Qualifications:<ul><li>
Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.</li><li>
Basic knowledge of specialized sales and business banking solutions to refer to specialists.</li><li>
Passionate commitment to helping customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Basic specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;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&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Associate Banker

2395 Huntington Dr. San Marino California,91108
 
<div>This is a part-time 30 hours a week position.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.<ul><li>
Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.</li><li>
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.</li><li>
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.</li><li>
Meets customer transaction-based needs with seamless execution.</li><li>
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.</li><li>
Contributes to meeting branch business results and the customer experience.</li><li>
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits.</li><li>
Analyzes issues and determines next steps; escalates as required.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
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.</li></ul>
Qualifications:<ul><li>
Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.</li><li>
Basic knowledge of specialized sales and business banking solutions to refer to specialists.</li><li>
Passionate commitment to helping customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Basic specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;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&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At 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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Join BMO Financial Group and explore 19   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

BMO Financial Group

About Company

Senior Equity Research Associate - U.S. Real Estate/REITs

Retail Relationship Banker

Portfolio Manager - Commercial Real Estate (Emerging Middle Market)

Director or Managing Director, Investment Banking, US Loan Syndications

Associate and VP, Metals Sales & Trading

Associate Banker

Associate Banker