Director, Real Estate Private Equity

Bank of Montreal•Chicago, IL

16h•$200,000 - $275,000•Onsite

About The Position

The Director is a senior member of BMO’s Community Capital Solutions team, which invests the Bank’s balance sheet in conventional equity real estate funds managed by sponsor and developer clients, along with select direct real estate equity investments across the United States. The Director leads day‑to‑day value creation on designated LP investments, drives portfolio‑level performance, and mentors junior team members while partnering closely with sponsors and internal stakeholders at BMO Commercial, BMO Capital Markets and Community Reinvestment Act (CRA) Governance. All investments support BMO's CRA and Public Welfare Investment objectives. The Director fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.

Requirements

10+ years in real estate investing/finance roles
Business degree (BCom/MBA); CFA/AACI/CPA
Experience with leading and mentoring Analysts/Associates, demonstrating a “player‑coach” mentality
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
Excellent leadership skills
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

Responsibilities

Own accountability for 25-30 conventional real estate equity fund 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 source and diligence new Real Estate Investment Fund opportunities
Track the United States real estate market across the Affordable Multifamily Residential asset class
Responsible for preparing select investment recommendations to the Investment Committee
Broader work or accountabilities may be assigned as needed