Director Asset Wealth Management Credit

Lead credit structuring and portfolio management for BMO Capital Markets’ Asset & Wealth Management clients. Apply advanced financial modeling across complex lending transactions.As Director, you will provide senior underwriting and execution expertise across fund finance, management company financings, and trading-related facilities. You will assess sponsor fund structures, liquidity, repayment capacity, collateral, and derivatives counterparty exposures. The position partners with coverage bankers, product teams, Risk, Legal, trading, and operations. It also includes client diligence, credit recommendations, and credit-related ISDA and CSA negotiations.Key Responsibilities:
Structure and underwrite complex loans for asset and wealth managersUnderwrite FX and interest rate derivative trading linesLead client diligence and credit documentation negotiationsPresent credit recommendations, risks, mitigants, and exceptionsOversee portfolio quality, exposures, monitoring, and risk mitigationRequirements:
Eight to ten or more years of progressive credit experienceFinance, economics, accounting, or related undergraduate degreeAsset and Wealth Manager or Fund Finance experience preferredStrong corporate lending and portfolio management knowledgeAdvanced financial modeling, communication, leadership, and negotiation skillsLead underwriting excellence and portfolio stewardship for BMO Capital Markets through disciplined credit judgment and client-focused execution.
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