Director or Managing Director, Investment Banking, US Loan Syndications

Bank of Montreal • Chicago, IL

6d • $275,000 - $350,000

About The Position

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.

Requirements

• 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.
• Bachelor’s degree in finance, economics, accounting, or related field; advanced academic achievement preferred.
• Demonstrated expertise in syndicated loan markets, investor behavior, and distribution dynamics.
• Proven ability to manage senior‑level investor and corporate client relationships.
• Exceptional communication, presentation, analytical, problem‑solving, negotiating, and influence skills.
• Ability to operate effectively in a fast‑paced, complex environment.
• Strong collaboration skills with experience working across diverse teams and stakeholder groups.

Responsibilities

• Client Coverage & Relationship Management Cultivates and deepens relationships with new and existing loan investors and corporate clients.
• Maintains ongoing senior‑level coverage and ensures alignment across internal stakeholders.
• Develops a comprehensive understanding of client needs, credit, capital structures and industry trends to anticipate and respond with tailored, market-driven solutions.
• Drives successful, tight syndication processes for primary loan sales. Experience in collecting and synthesizing investor feedback to inform each transaction’s structure, pricing, and distribution strategy.
• Identifies opportunities to cross‑sell and expand wallet share.
• Deal Execution & Sector Strategy Leads the syndication strategy for new loan transactions, including investor targeting, structure, pricing, and timing.
• Serves as a key member of deal teams to expand market share by effectively winning new clients and developing incremental business opportunities.
• Provides market expertise and contributes to the preparation and delivery of pitches and strategic recommendations.
• Partners with sector and product specialists to structure, negotiate, and execute transactions.
• Supports credit concurrence and pricing decisions as a client advocate.
• Market, Industry & Portfolio Insight Monitors loan market conditions, investor sentiment, regulatory developments, and competitive dynamics.
• Translates market intelligence into actionable advice for clients and internal stakeholders.
• Review financial statements, projections, and diligence materials to design appropriate, competitive loan structures that balance client objectives, investor demand, and risk considerations.
• Risk Management & Governance Applies strong risk judgment, evaluating risk-return trade-offs and ensuring recommendations align with the bank’s risk appetite.
• Considers internal controls, compliance requirements, and regulatory expectations in daily activities.
• Identifies opportunities for revenue growth, cost reduction, and capital optimization while managing associated risks.
• Leadership & Collaboration Acts as a trusted advisor to clients with unwavering standards for best-in-class execution and client service.
• Reviews, mentors, and develops junior team members Leads and reviews work from team members to support high-quality client deliverables.
• Develops cross‑functional relationships across lines of business to ensure seamless coordination and client experience.
• Drives improvements in efficiency, effectiveness, and client service; acts as a positive change agent.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees