Vice President, Private Equity

BMO•Chicago, IL

About The Position

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.

Requirements

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

Responsibilities

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