Base: $78,400.00 - $144,900.00; bonus/equity: may ...
Advanced financial modelling skills
Due diligence on alternative investments
Investment committee material preparation
The role supports the end-to-end lifecycle of the Alternatives Partnerships business, combining investment analysis with fund building and oversight
Job Summary
The role supports the end-to-end lifecycle of the Alternatives Partnerships business, combining investment analysis with fund building and oversight.
Candidates will conduct industry research, assess manager track records, and prepare detailed investment summaries for internal committees.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside competitive compensation.
Matching Summary
The role supports the end-to-end lifecycle of the Alternatives Partnerships business, combining investment analysis with fund building and oversight.
Salary
Base: $78,400.00 - $144,900.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans
Skills & Requirements
Must-have
Advanced financial modelling skills
Due diligence on alternative investments
Investment committee material preparation
Strong analytical and presentation skills
Nice-to-have
Prior capital markets experience
Experience with legal document review
Client-facing marketing support skills
Key Requirements
Undergraduate degree in Finance, Economics, or Business
Advanced Excel and PowerPoint proficiency
Ability to manage multiple priorities in deadline-driven environments