BMO - New York, NY
posted 4 months ago
The position supports the portfolio management of a project finance portfolio across various industries and asset classes, including power generation, utilities, infrastructure, energy, and energy transition. The ideal candidate will thrive in a fast-paced, collaborative environment and possess a proven track record of analyzing complex project finance structures and negotiating challenging amendments. Responsibilities include hands-on portfolio management of several files, conducting interim and annual reviews, and executing complex amendments, waivers, and consents. The candidate will also present the portfolio to the senior portfolio manager, demonstrating the ability to lead tasks with minimal guidance under time constraints, which is crucial for success in this role. The role involves understanding project finance risks, including technical, market, legal, and financial risks. Key tasks include transaction analysis, credit analysis, due diligence (including contract reviews and third-party consultant reports), and credit documentation. The candidate will critically analyze financial modeling assumptions and conduct due diligence reviews, ensuring compliance with AML/KYC requirements. They will prepare annual or interim review write-ups, coordinate with credit and operations teams for portfolio management activities, and act as an Administrative/Collateral Agent, reviewing reporting and liaising with syndicate lenders. The position requires a strong focus on risk, internal controls, and compliance as part of day-to-day accountabilities, adhering to policies and procedures while identifying exceptions and escalations.