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BMO Financial Group Business Analyst, Corporate Banking in Calgary, Alberta


525 8th Avenue SW

Job Family Group:

Capital Mrkts Sales & Service

As an integral part of the team, the Business Analyst, Corporate Banking assists the Corporate Bankers by taking responsibility for the operation of certain key business processes, and by responding effectively to customer and banker requests. Responsibilities include operational functions such as client onboarding and portfolio maintenance activities. Responsibilities may include support for certain cash management-related activities. The allocation and type of functions depends on the needs of the individual group. The individual will be supporting the Global Natural Resources team (Energy), and will be supporting bankers located in Calgary and Houston.


  • Bachelor’s degree in business/business administration or other equivalent post-secondary diploma with 1- 2 years related work experience

  • Understanding of accounting principles and various types of financial statements



  • Strong attention to detail, and a high degree of accuracy

  • Ability to handle multiple priorities in a deadline environment

  • A collaborative, team and relationship orientation with Corporate Bankers, and with colleagues on other teams

  • An organized and systematic approach to work

  • Analytical and problem solving skills

  • Ability to work independently and take ownership of personal performance and development

  • Ability to utilize multiple PC software applications

  • A high level of professionalism

Key Accountabilities

AML/UEN/Client Onboarding Requests

  • Initiate UEN requests for new deal set-up. Input new client/new product information in Fenergo client onboarding system and interface with the Client Onboarding (COB) group

  • Initial review of AML checklists, track changes and coordinate completion of annual reviews. BA will review AML analyst changes and ensure checklist is correct before sending to banker for approval.

Portfolio Activity and Maintenance

  • Monitor and track quarterly and monthly covenant and trigger processes for on time completion. Print status report mid-month and communicate with Bankers in advance of 30 day grace period.

  • Manage legal documentation and compliance exceptions with Banker and client

  • Complete Administration Forms for syndicated deals

  • Maintain Moody’s, S&P and KMV databases used for trigger monitoring

  • Complete other portfolio monitoring (e.g. track receipt of EV approval post final forming of CAF, track rating alert due dates, etc.) as required by or unique to individual Corporate Banking teams (i.e. Oil & Gas, Broker Dealers, etc)

  • Troubleshooting and error correction on the profitability reports to ensure revenues are correctly flowing and accounted for

  • Special projects as needed (i.e. remediation and other one off requests)

Cash Management Support

  • Assist with regular monitoring or ad-hoc requests for information from the line of business for overdrafts, ACH utilization information; engage T&PS service professionals and bankers when appropriate

  • Provide transaction support processing (e.g. manual wires, internal transfers, cashier’s checks); facilitate timely NSF wire approvals

  • Assist in opening, closing and transactions through cash collateral accounts

  • Initial preparation of GPAS (Canada)

  • Complete audit requests from customers’ accounting firms and upload to Livelink; handle credit references

  • Process any maintenance requests needed for loan or deposit accounts through appropriate operations units

  • Request payoff printouts and create payoff letter to customer

  • Code and process loan related expenses

  • Process payments received by check

  • Manage daily account transactions for customers especially the high touch, highly sensitive customers

Credit Approval Support Functions

  • Assist Bankers in the credit approval process for new and renewed transactions via the preparation and population of the Credit Approval Folder (CAF). This would typically entail setup of new or updated client information in the lending system application, initiation of the LTS (Lending Transaction Summary) populated for the request type (New Transaction, Annual or Interim Review), assign user access rights, select entities to be reviewed, populate borrower, sector/industry and ownership codes, publish the folder to Livelink, populate and update with key source documents (financial statements, projections, engineering/enterprise valuation reports, rating agency reports, CIMs, etc.) and carry forward documents (previous year’s term sheets, OBS, etc)

  • Other duties (eg. relevant industry data) as required

Risk Management & Control

  • Within the mandate of this role, promote, adhere and support the Bank’s risk culture; lead by example.

  • Within the mandate of this role, maintain internal controls to support management decision-making that protects our assets and adheres to applicable corporate policies, operating directives, laws and regulations (including risk, compliance, and AML).

We’re here to help

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

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.