Vice President, Private Equity

06/07/2026

Address:

320 S Canal Street

Job Family Group:

Capital Mrkts Sales & Service

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.

Asset Management (~80%)

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

Growth, Investments & Other (~20%)

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

Qualifications:

• Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• 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:

Pay Type:

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 http://jobs.bmo.com/us/en

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 and let us know 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, 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.