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As a team member of BMO Asset Management Corp on the CLO Issuer desk, you will be a key member of the Securitized Products team, responsible for managing the origination, structuring, and execution of Collateralized Loan Obligation (CLO) transactions. You will collaborate closely with internal and external stakeholders to bring complex structured credit deals to market, ensuring high-quality execution and regulatory compliance.

Key Responsibilities:

+ Lead the execution of new-issue middle market CLOs, resets, and refinancing.

+ Coordinate transaction workstreams involving BMO Sponsor Finance deal teams along with internal legal, compliance, risk, and operations. Also extensive involvement external parties (rating agencies, trustees, arrangers, and legal counsel).

+ Oversee structuring and cash flow modeling using Intex and internal proprietary tools; ensure accuracy of capital structure, waterfall mechanics, and covenant packages. (Intex experience preferred but not required)

+ Draft and review offering materials including OM, marketing decks, and roadshow presentations.

+ Interface with new and existing institutional investors to align deal parameters with market demand.

+ Monitor regulatory developments (e.g., US/European risk retention, SEC rulemaking, Volcker Rule) and ensure all transactions comply with applicable laws and bank policies.

+ Actively contribute to CLO strategy, business development, and product innovation across the platform.

+ Supervise and mentor analysts and associates to ensure strong execution and continuous development.

Qualifications:

+ Bachelor’s degree in Finance, Economics, Mathematics, or a related field; MBA or advanced degree considered.

+ 6–10 years of relevant experience in CLO issuance, structured finance, or securitized products at a bank, rating agency, or asset manager.

+ Proven transaction execution experience in CLO markets, including modeling, structuring, and investor engagement.

+ Advanced proficiency in Excel, Bloomberg, and PowerPoint. Intex experience preferred but not required.

+ Familiarity with legal documentation (indentures, collateral management agreements, offering memoranda).

+ Excellent written and verbal communication skills, with strong project management capabilities.

+ Ability to operate effectively in a highly regulated, fast-paced, and deadline-driven environment

Preferred Attributes:

+ Deep understanding of CLO manager platforms and investor bases.

+ Existing relationships with institutional investors and buy-side CLO participants.

+ Experience managing large-scale internal deal approval processes at a global financial institution.

Salary:

$120,000.00 - $222,600.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. 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

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.