Director or Managing Director, Investment Banking, US Loan Syndications

BMO•Chicago, IL

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.