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Bank of Montreal

Runs Canadian and US banks for people and firms

Vice President of CLO Banking & Structuring - Global Markets

Investment BankingPosted on Nov 12
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Deep technical expertise in CLO mechanics, including Broadly Syndicated Loans and Private Credit/Middle Market.
  • Excellent relationship management capabilities.
  • A proven track record of managing complex capital market transactions from inception to closing.

Responsibilities

  • Support the origination and execution of CLO-related financing transactions, including client coverage, transaction structuring, credit analysis, underwriting, syndication, and deal execution.
  • Work closely with CLO managers, institutional investors, and internal product partners to grow client relationships and drive business development opportunities across structured credit markets.
  • Maintain active dialogue with CLO collateral managers, equity and debt investors, and issuers to uncover new warehousing and primary issuance opportunities.
  • Lead the structuring process for primary CLO transactions and warehouse facilities.
  • Design capital structures, model cash flows, and ensure compliance with rating agency criteria.
  • Conduct underlying corporate credit analysis and collateral quality reviews to support internal risk management and capital commitment approvals.
  • Serve as transaction captain, managing multi-party workstreams across legal counsel, rating agencies, internal syndication, and sales desks.
  • Actively manage deals while in-market, adjusting structures based on investor feedback and market color.
  • Author investor presentations, pitchbooks, and syndication marketing materials.
  • Lead client calls to explain structural nuances, capital structures, and documentation terms.
  • Review, analyze, and negotiate core CLO transaction documents, including indentures and warehouse agreements, while balancing the incentives of managers, investors, and rating agencies.
  • Oversee, mentor, and allocate workflow to junior team members, including Analysts and Associates, ensuring data quality and analytical precision.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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