Private Credit Analyst

12/04/2025

Address:

250 Yonge Street

Customer Solutions

We are seeking a driven and analytical Private Market Analyst to support the sourcing, evaluation, and ongoing monitoring of private market investments across asset classes including private debt, private equity, infrastructure, and real estate. This role will play a critical part in supporting the long-term investment objective of the insurance general account by identifying high quality opportunities, assessing manager capabilities, and ensuring strong portfolio governance. The ideal candidate will bring strong financial modeling skills, investment due diligence experience, and a deep interest in alternative assets.

Key Responsibilities

Investment Analysis and Due diligence

• Support the evaluation of new private market opportunities, including fund investment and co investments across private debt, private equity, infrastructure, and real assets.
• Conduct quantitative and qualitative due diligence and analyze fund strategy, historical performance, market positioning, risk factors, and manager capabilities.
• Develop financial models to assess expected returns, downside risks, cash flow profiles, and capital structures.
• Document the memo and prepare for the approval.

Portfolio Monitoring and Reporting

• Monitor existing private market investments for performance, risk exposure, capital calls, distributions, and compliance with mandates.
• Build internal tracking models and databases for portfolio level analysis, (NAV, IRR, DPI, commitment pacing).
• Work with GPs and custodians to collect data, reporting packages, and updates on underlying holdings.

Market Research and Strategy

• Conduct research on private market trends, sectors, and geographies to support portfolio construction and asset allocation.
• Contribute to development of long-term private market strategy in coordination with the broader investment team.
• Support manager screening and pipeline management through market mapping and peer benchmarking.

Collaboration and Governance

• Work closely with legal, compliance, operations, and risk teams to support onboarding, documentation, and monitoring private assets.
• Ensure alignment of private market investment with regulatory, and liquidity requirements relevant to investment mandates.
• Assist in preparing materials for regulatory, and audit reviews as required.

Qualifications

• Bachelor’s or master’s degree in finance, Economics, Business or a related field.
• 3-6 years of relevant experience in private markets, investment consulting, or institutional asset management.
• Strong financial modeling and analytical skills, with experience building cash flow models and evaluating illiquid investments.
• Familiarity with limited partnership structures and rated feeder structures, capital calls/distributions, and performance metrics (e.g.IRR, TVPI, DPI).
• Exposure to insurance regulatory frameworks is an asset.
• Proficient in Excel, and investment analytical platform is an asset.
• Experience with Python and high visualization tools such as Power BI, and Tableau is a plus.
• Strong written and verbal communication skills.

$78,400.00 - $144,900.00

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/ca/en.

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.

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.