Vice President, Private Equity Funds

Position Overview

The Vice President of Private Equity is a key member of BMO’s Community Capital Solutions team, which invests the Bank’s balance sheet in Private Equity Funds with a Small Business Investment Company (SBIC) license from the U.S. Small Business Administration. The private equity funds are managed by financial sponsors that invest in lower middle market companies across the United States. The Vice President supports day‑to‑day value creation on designated LP investments, all of which support BMO’s Community Reinvestment Act objectives.

The Vice President fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.

This role requires 4 days in the office hybrid schedule.

Own accountability for 35-40 LP investment files as the primary point person; set the agenda with partners and drive outcomes on complex situations.

• Coordinate execution for acquisitions, dispositions, refinancing, and other strategic initiatives related to assigned files
• Track carrying values, exposure and oversee risk analysis required to prepare decision-ready updates
• Co‑lead file completion and documentation
• Present investment/monitoring materials to committees
• Prepare and review portfolio forecasts, dashboards and recurring performance materials
• Oversee quarterly reporting and valuation for portfolio
• Synthesize insights for BMO senior stakeholders
• Work alongside BMO Commercial, BMO Capital Markets Legal, Tax, Finance, Risk and Accounting Policy
• Maintain oversight of project bank accounts and process capital calls

• Selectively diligence new opportunities
• Responsible for preparing select investment recommendations to the Investment Committee
• Broader work or accountabilities may be assigned as needed

• Typically, between 5–7 years in investing/finance roles, including specific experience with investing in SBIC Funds as a limited partner
• An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement
• MBA, CFA or equivalent experience in financial services, accounting, or legal fields
• Demonstrates the ability to drive a positive work‑place culture
• Exceptional Excel/PPT; able to step in and perform individual analysis when required
• High detail orientation and organizational excellence
• Use strong interpersonal skillset to form positive internal and external working relationships
• Ability to work both independently and as a team member
• Strong communication and modeling review capability
• Adoption of AI tools for the workplace
• Time management skills:
  In-depth
• Verbal & written communication skills:
  In-depth
• Collaboration & team skills:
  In-depth
• Analytical and problem‑solving skills:
  In-depth
• Influence skills:
  In-depth
• Data driven decision making:
  In-depth

Salary Range: USD $125,000 – 150,000 – 175,000 (Actual Compensation Depends on Skills, Experience, Education, and Qualifications.)

Salary:
Salaried

BMO Financial Group’s total compensation package 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:

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  and let us know the nature of your request and your contact information.