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Director, Asset & Wealth Management, Portfolio Management

Bank of Montreal · Posted Nov 10, 2026

Toronto, Ontario, Canada
CA$175K–CA$175K per year
8+ years

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Senior credit and portfolio management lead for Asset & Wealth Manager borrowers and sponsor fund counterparties, responsible for underwriting, execution, and portfolio oversight.

Compensation

Please note the base salary for this role is $175,000.00 CAD.

Responsibilities

Lead credit structuring, underwriting and client due diligence
Partner with coverage bankers to structure and execute complex loans
Underwrite FX and interest rate derivative trading lines
Negotiate ISDA and CSA terms
Design scalable underwriting execution model

Requirements

Undergraduate degree in finance, economics, accounting or related discipline
Nice to have: MBA
Nice to have: CFA
Nice to have: CPA
Nice to have: professional credentials

Skills

credit structuring underwriting portfolio management financial modeling ISDA negotiation CSA negotiation

Director, Asset & Wealth Management, Portfolio Management

Director, Asset & Wealth Management, Portfolio Management

Compensation

Responsibilities

Requirements

Skills

Benefits

Director, Asset & Wealth Management, Portfolio Management

Compensation

Responsibilities

Requirements

Skills

Benefits

ISDA negotiation jobs

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