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  1. Home
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  3. accounting & finance
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  5. Emerging Middle Market Portfolio Manager
BMO logo

Emerging Middle Market Portfolio Manager

Not Disclosed•Full-TimeOn-site

location_onBroken Tee Golf Course, 2101, West Oxford Avenue, Englewood, Arapahoe County, Colorado, 80110, United States

Apply Now

About the Team

At BMO Financial Group, we are driven by a shared Purpose: Boldly Grow the Good in business and life. This 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 while powering economic growth around the world.

As a member of the BMO team, you are valued, respected, and heard. We strive to help you make an impact from day one, providing the tools and resources you need to reach new milestones while helping our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities, we support you in gaining valuable experience and broadening your skillset.

About the Role

In this Commercial Sales & Service position, you will analyze credit information to support lending decisions and processes for new and existing commercial banking loans and credit solutions within an assigned portfolio. You will serve as a critical partner to Relationship Managers, making credit decisions and recommendations that align client requirements with the bank's risk appetite and policies.

Your day-to-day involves negotiating loan structures and terms, assessing client repayment capacity using financial models, and signing off on new, renewal, and extension loans within your delegated authority. You will monitor portfolio performance to identify deteriorating credit conditions, analyze metrics, and spot broader industry trends to manage risk and uncover opportunities. Beyond analysis, you will lead proposal development, deliver presentations to capture new business, and network with industry contacts to gather competitive insights. Your goal is to build and maintain strong client relationships that ensure long-term financial performance while minimizing BMO's risk exposure through adherence to credit policies and regulatory standards.

Hiring Process

To apply, please submit your resume through the BMO careers portal. For more details on our culture and benefits, visit jobs.bmo.com.

Equal Opportunity & Culture

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 BMOCareers.Support@bmo.com with 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 will be considered BMO property.

Work location

Work model: On-site

location_on

Broken Tee Golf Course, 2101, West Oxford Avenue, Englewood, Arapahoe County, Colorado, 80110, United States

Englewood, Colorado

Key Responsibilities

  • check_circleNegotiates loan structures and terms to align client needs with bank risk policies
  • check_circleAssesses client repayment capacity using financial models to recommend loan structures
  • check_circleMonitors portfolio performance to identify deteriorating credit conditions and industry risks
  • check_circleLeads proposal development and delivers presentations to capture new business
  • check_circleDevelops and executes business development plans to enhance client relationships
  • check_circleConducts financial analysis and risk assessments to support informed credit decisions
  • check_circleMinimizes risk exposure by adhering to credit policies and regulatory standards
  • check_circleManages timely and accurate data entry into banking systems to support decision-making
  • check_circleIdentifies revenue and cross-selling opportunities to enhance portfolio growth

Requirements

  • verified5–7 years of relevant experience in credit or lending instruments or financial operations
  • verifiedBachelor's degree required
  • verifiedBusiness Administration, Finance and Accounting preferred
  • verifiedDeep knowledge and technical proficiency gained through extensive education and business experience
  • verifiedFoundational proficiency in Structuring Deals
  • verifiedAdvanced proficiency in Problem Solving, Collaboration, Detail-Oriented, Customer Service, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office
  • verifiedExpert proficiency in Financial analysis

Nice to Have

Bachelor's degree in Business Administration, Finance, or Accounting.

Benefits & Perks

check_circleHealth insurance, accident insurance, and life insurancecheck_circleTuition reimbursement programcheck_circleRetirement savings planscheck_circlePerformance-based incentives and discretionary bonuses
BMO logo
Company

BMO

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

5-7 yrs (Mid Level)

Education

Bachelor's degree required; Business Administration, Finance and Accounting preferred or equivalent experience

Job Type

Full-Time

Skills Required

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Skills, education and keywords

Skills: Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office, Financial Analysis, Structuring Deals.

Education: Bachelor's degree required; Business Administration, Finance and Accounting preferred or equivalent experience.

Frequently asked questions about Emerging Middle Market Portfolio Manager at BMO

What does a Emerging Middle Market Portfolio Manager at BMO do?expand_more
In this Emerging Middle Market Portfolio Manager at BMO role, you will negotiates loan structures and terms to align client needs with bank risk policies; assesses client repayment capacity using financial models to recommend loan structures; monitors portfolio performance to identify deteriorating credit conditions and industry risks; and leads proposal development and delivers presentations to capture new business.
What are the requirements for this Emerging Middle Market Portfolio Manager role?expand_more
To qualify for the Emerging Middle Market Portfolio Manager at BMO position, applicants should have: 5–7 years of relevant experience in credit or lending instruments or financial operations; Bachelor's degree required; Business Administration, Finance and Accounting preferred; Deep knowledge and technical proficiency gained through extensive education and business experience; Foundational proficiency in Structuring Deals; and Advanced proficiency in Problem Solving, Collaboration, Detail-Oriented, Customer Service, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office.
Where is the Emerging Middle Market Portfolio Manager role at BMO located?expand_more
Emerging Middle Market Portfolio Manager at BMO is based in Broken Tee Golf Course, 2101, West Oxford Avenue, Englewood, Arapahoe County, Colorado, 80110, United States. This is a on-site role.
Is this Emerging Middle Market Portfolio Manager job remote, hybrid, or on-site?expand_more
BMO has listed this Emerging Middle Market Portfolio Manager role as on-site.
How much experience is required for this Emerging Middle Market Portfolio Manager role?expand_more
Emerging Middle Market Portfolio Manager at BMO typically requires 5–7 years of relevant experience at the mid level level.
What skills do you need for the Emerging Middle Market Portfolio Manager role at BMO?expand_more
Key skills for Emerging Middle Market Portfolio Manager at BMO include Loan Structuring; Regulatory Compliance; Portfolio Management; Credit Risk Assessment; Banking Operations; Microsoft Office; Financial Analysis; and Structuring Deals.
What education is required for Emerging Middle Market Portfolio Manager at BMO?expand_more
Educational requirements for this role: Bachelor's degree required; Business Administration, Finance and Accounting preferred or equivalent experience.
What category does the Emerging Middle Market Portfolio Manager role belong to?expand_more
Emerging Middle Market Portfolio Manager at BMO is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
Job types
Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobsVolunteer jobs
Top states
Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in OhioAll states →
Top categories
Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsIT jobsSales jobsHospitality & Catering jobsAccounting & Finance jobs
Popular skills
CDL A jobsExcel jobsEnglish jobsBLS jobs
Featured employers
Company
About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
  • check_circleSigns off on new, renewal, and extension loans within delegated authority
  • Loan StructuringRegulatory CompliancePortfolio ManagementCredit Risk AssessmentBanking OperationsMicrosoft OfficeFinancial AnalysisStructuring Deals
    Accessibility