Senior Analyst, Alternatives

BMO•Toronto, ON

12d•Onsite

About The Position

BMO Global Asset Management’s Alternatives Team is seeking a Senior Analyst to support the end-to-end lifecycle of the Alternatives Partnerships business and its investment solutions. This role combines investment analysis and due diligence with fund building and ongoing fund oversight, while also helping deliver high-quality client materials and timely client support. BMO GAM Alternatives builds and manages alternative investment solutions (private markets and hedge funds) through a combination of in-house capabilities and best‑in‑class global manager partnerships, designed to be accessible for Canadian investors.

Requirements

Undergraduate degree in Finance, Economics, Business, or related field
Strong analytical, writing, and presentation skills with high attention to detail
Advanced financial modelling skills especially suited for alternatives / private markets / hedge fund research and analysis
Advanced skills in preparation of investment presentation materials
Ability to manage multiple priorities in a deadline-driven environment and work effectively across stakeholders
Advanced Excel and PowerPoint skills

Nice To Haves

Prior Capital Markets or Investment Banking experience (transaction support, diligence, financial modeling, investment analysis, or deal execution)
Exposure to alternatives/private markets (private equity, private credit, infrastructure, real assets, hedge funds, secondaries)
Experience reviewing legal, fund, and transaction documentation, and synthesizing third-party diligence reports
Experience supporting client materials and advisor-facing requests (DDQs/RFPs, presentations, talking points)

Responsibilities

Support sourcing and screening of new alternative investment opportunities and potential alternatives manager (prospective partners)
Conduct initial fit assessments (strategy, structure, liquidity, fees, scalability, alignment) and prepare concise summaries for internal review
Maintain pipeline tracking and competitor/peer comparisons
Due diligence to support new and existing investments and investment funds, including: Industry and thematic research, Alternatives manager assessment (platform, team, process, track record, operational considerations), Structure and portfolio risk analysis (terms, liquidity, fee mechanics, portfolio fit), Detailed financial model & documentation review
Coordinate inputs from internal teams and external advisors (legal, tax, structuring, etc.)
Support team in preparing IC-ready materials (investment summaries, diligence reports, recommendations)
Assist to articulate thesis, structure, key risks/mitigants, implementation considerations, and monitoring plan
Support presentation of recommendations
Support launch execution across internal and external stakeholders
Help manage deliverables, timelines, and governance steps required for successful product launches
Contribute to process improvements and consistent documentation/checklists
Support ongoing monitoring of existing partnerships/funds (performance, alignment to objectives)
Assist with periodic partner reviews and ad hoc analysis requests
Refresh and maintain client-facing materials (marketing decks, client aids)
Draft first versions of DDQs/RFPs and other diligence responses and help maintain a library of approved content for fast turnaround