Base: $78,400.00 - $144,900.00; bonus/equity: may ...
Advanced financial modelling skills
Investment committee material preparation
Due diligence on alternative managers
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 rigorous due diligence on alternative managers, including assessments of strategy, structure, liquidity, and operational considerations.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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 and life insurance, retirement savings plans
Skills & Requirements
Must-have
Advanced financial modelling skills
Investment committee material preparation
Due diligence on alternative managers
Portfolio risk analysis expertise
Client-facing presentation materials
Nice-to-have
Prior capital markets experience
Exposure to private equity or credit
Experience with legal document review
Strong stakeholder management skills
Process improvement initiative mindset
Key Requirements
Undergraduate degree in Finance, Economics, Business, or related field
Advanced Excel and PowerPoint proficiency
Ability to manage multiple priorities in deadline-driven environment