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Job description
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.
Cultivates and deepens relationships with new and existing loan investors and corporate clients. Drives successful, tight syndication processes for primary loan sales. Leads the syndication strategy for new loan transactions, including investor targeting, structure, pricing, and timing.
Requires 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. Demonstrated expertise in syndicated loan markets, investor behavior, and distribution dynamics.
Company
Finance
BMO Family Office is a wealth management advisory firm that partners with single‑family offices and high‑net‑worth families, delivering integrated investment, tax, estate, risk, and capital‑allocation services. Leveraging the resources of its parent organization, the firm offers bespoke, high‑touch solutions through a team of more than 120 advisors, each averaging over 20 years of experience, to help clients navigate complex wealth‑management challenges. Operating in a boutique environment while maintaining national and global reach, BMO Family Office emphasizes objective, informed advice and long‑term wealth‑strategy development. The firm’s collaborative approach and deep expertise make it an attractive platform for professionals seeking to work with sophisticated clients in a stable, yet entrepreneurial setting.
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