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Managing Director, Private Equity Fund of Funds

InforCapital

Role Overview

BMO is hiring a Managing Director, Private Equity to join its Community Capital Solutions (CCS) team in Chicago, IL — investing the bank's balance sheet as a limited partner in Small Business Investment Company (SBIC)-licensed private equity funds managed by financial sponsors investing in lower middle market companies across the U.S.

Key Responsibilities

  • Own accountability for 40+ LP investment files as the primary point person, setting the agenda with sponsor partners
  • Coordinate execution for acquisitions, dispositions, refinancing and other strategic initiatives on assigned files
  • Track carrying values and exposure; oversee risk analysis for decision-ready portfolio updates
  • Manage the pipeline of new investments and serve on limited partner advisory committees for CCS portfolio funds
  • Co‑lead file completion/documentation, present investment and monitoring materials to committees
  • Prepare and review portfolio forecasts, dashboards, quarterly reporting and valuations
  • Complete preliminary due diligence on new opportunities and prepare investment recommendations to the Investment Committee
  • Mentor junior team members with a "player-coach" approach; partner with BMO Commercial, BMO Capital Markets and CRA Governance

Qualifications

  • 10+ years in investing/finance roles, including specific experience investing in SBIC funds as a limited partner
  • Business degree (BCom/MBA); CFA/AACI/CPA an asset
  • Experience leading and mentoring Analysts/Associates

Location

Chicago, IL (On-site)

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Vacancy posted 1 day ago
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