Senior Vice President, Private Equity Operations

4 weeks ago

Toronto, Ontario, Canada BMO Full time

Job Overview

Reporting to the Head of BMO Global Asset Management Private Equity, the Senior Vice President, Private Equity plays a pivotal role within the private equity division, encompassing a wide array of responsibilities such as sourcing investment opportunities, conducting thorough due diligence, executing deals, managing portfolios, and preparing management reports for both existing and prospective private equity funds and programs tailored for institutional and private wealth clients. This individual will collaborate closely with the Head of Private Equity to enhance BMO's global footprint in the private equity landscape. The position demands a seasoned professional who is curious, diligent, and possesses the skills and ambition to advance the private equity business within a distinguished, global Canadian financial institution by engaging in all facets of the operation.

Investment Management Responsibilities

  • Engaging in all phases of transactions, including initial deal sourcing, comprehensive due diligence, crafting investment documentation, reviewing legal agreements, managing capital calls and distributions, and preparing quarterly reports.
  • Analyzing and assessing financial and operational data related to private equity fund investments and co-investments.
  • Conducting in-depth research and due diligence on emerging investment prospects.
  • Developing and/or evaluating financial models.
  • Evaluating the strengths and risks associated with each potential investment.
  • Compiling the investment rationale in a memorandum for presentation to the Investment Committee.
  • Reviewing and negotiating legal contracts, including Limited Partnership Agreements and Subscription Agreements.
  • Performing benchmark analysis utilizing external private equity data sources.
  • Preparing quarterly performance assessments for a portfolio of fund investments and co-investments.
  • Ensuring the accuracy of portfolio data.
  • Analyzing quarterly NAV statements and executing Mark-to-Market adjustments for existing portfolio investments as necessary.
  • Monitoring cash flows related to capital calls and distributions for managed funds and their underlying investments.
  • Fulfilling reporting obligations, generating reports, and providing ad-hoc analyses.

Relationship Management Duties

  • Cultivating effective business relationships within the Canadian, U.S., U.K., and Western European private equity sectors.
  • Collaborating with BMO partners actively engaged in the private equity industry.
  • Maintaining regular communication among various BMO Global Asset Management teams that support the business.
  • Nurturing strong relationships with investors.

Business Development Initiatives

  • Advocating for BMO GAM's private equity capabilities and global product offerings to North American institutional and accredited high-net-worth investors.
  • Drafting offering memoranda and investor presentations.
  • Partnering with BMO GAM's Distribution team and BMO Private Wealth Management to identify and approach prospective investors.
  • Collaborating with the BMO GAM Product team to launch new investment products.

Risk Management & Compliance Oversight

  • Overseeing the portfolio within the established risk management framework.
  • Monitoring activities to ensure adherence to risk appetite, framework, and policies.
  • Ensuring compliance of new investment proposals with Anti-Money Laundering regulations.
  • Working with BMO Legal and BMO Tax teams to effectively manage risks associated with investors and BMO.

Scope & Impact

As a vital member of the Private Equity team, the successful candidate will be responsible for developing innovative strategies to provide target markets with access to the private equity asset class and expanding the private equity portfolios. The role encompasses involvement in all stages of the transaction process, from initial deal sourcing to due diligence, investment documentation, legal review, capital management, and regular reporting.

Cross-Functional Collaboration

The position will involve client-facing activities and offers opportunities for business development. Regular interaction and communication with internal partners will be essential. The candidate must prioritize risk management and compliance procedures.

Qualifications & Skills

  • An undergraduate degree, preferably in business.
  • CA or CFA designation is advantageous.
  • An MBA is a plus.
  • A minimum of 8 years of experience in private equity investing (funds and co-investments).

Skills and Competencies

  • Strong financial acumen and investment expertise.
  • Proven ability to collaborate with experienced private equity professionals.
  • Understanding of the value creation process in private equity.
  • Exceptional analytical skills to evaluate the merits and risks of private equity investments.
  • Ability to meticulously review, assess, and provide detailed information on multiple projects in an organized manner.
  • Proficiency in negotiating and communicating fund and deal structures.
  • Excellent verbal and written communication abilities.
  • Strong interpersonal skills within a collaborative and demanding team environment.
  • Capability to work independently as part of a small team through self-motivation.

Role Details

  • The role has potential for expansion as the team grows.
  • The successful candidate will work in a hybrid environment.
  • The position may require travel.

Compensation Overview

The role includes a variable compensation component.

Compensation and Benefits:

$74,138,600.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Commitment to Inclusion

BMO is dedicated to fostering an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available upon request for candidates participating in all aspects of the selection process.

  • Private Equity Vice President Finance

    3 days ago

    Toronto, Ontario, Canada Stonewood Group Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Private Equity Vice President Finance to join our team at Stonewood Group Inc.Key ResponsibilitiesFinancial Management: Oversee the production of timely and accurate financial statements of the company and the audit process for the group of companies.Financial Analysis: Participate in the...

  • Private Equity Vice President Finance

    3 days ago

    Toronto, Ontario, Canada Stonewood Group Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Private Equity Vice President Finance to join our team at Stonewood Group Inc.Key ResponsibilitiesFinancial Management: Oversee the production of timely and accurate financial statements of the company and the audit process for the group of companies.Financial Analysis: Participate in the...

  • Senior Vice President, Private Equity Operations

    4 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Job Overview Reporting directly to the Head of BMO Global Asset Management Private Equity, the Senior Vice President, Private Equity plays a pivotal role within the private equity division, encompassing a diverse array of responsibilities such as sourcing investment opportunities, conducting thorough due diligence, executing deals, managing portfolios,...

  • Senior Vice President, Private Equity Operations

    4 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Position Overview Reporting directly to the Head of BMO Global Asset Management Private Equity, the Senior Vice President, Private Equity is an integral part of the private equity division, tasked with a diverse array of duties encompassing sourcing, thorough analysis, transaction execution, portfolio oversight, and management reporting for both current...

  • Private Equity Vice President Finance

    1 month ago

    Toronto, Ontario, C6A, Ontario, Canada Stonewood Group Inc. Full time

    Our ClientOur client is a family owned holding company with a diverse portfolio of growth oriented companies. This organization has a reputation for long term ownership of portfolio companies and a commitment to growth and strong management. Many of the portfolio companies have more than doubled in size during their time within the organization. In addition...

  • Executive Vice President of Operations

    4 weeks ago

    Toronto, Ontario, Canada Canadian Urban Institure Full time

    Opportunity: EXECUTIVE VICE PRESIDENT OF OPERATIONSPosition Type: PERMANENT FULL TIMEAbout the Canadian Urban InstituteThe Canadian Urban Institute (CUI) serves as a pivotal organization in the realm of urban development across Canada. We are dedicated to fostering collaboration among policymakers, urban professionals, community leaders, and academics to...

  • Senior Vice President, Asset Management

    1 day ago

    Toronto, Ontario, Canada Peloton Search Partners Full time

    About Peloton Search PartnersWe are a specialized recruitment firm with a focus on private capital investment professionals, capital markets, and industry positions.We work closely with prominent firms in private equity, infrastructure, private debt, pension funds, asset management, family offices, venture capital, corporate development, and capital...

  • Senior Vice President, Asset Management

    23 hours ago

    Toronto, Ontario, Canada Peloton Search Partners Full time

    About Peloton Search PartnersWe are a specialized recruitment firm with a focus on private capital investment professionals, capital markets, and industry positions.We work closely with prominent firms in private equity, infrastructure, private debt, pension funds, asset management, family offices, venture capital, corporate development, and capital...

  • Head of Business Development for Private Equity

    6 days ago

    Toronto, Ontario, Canada Peloton Search Partners Full time

    About the RolePeloton Search Partners is a specialized recruitment firm with a focus on private capital investment professionals, capital markets, and industry positions.We work closely with prominent firms in private equity, infrastructure, private debt, pension funds, asset management, family offices, venture capital, corporate development, and capital...

  • Senior Vice President of Strategic Partnerships

    4 weeks ago

    Toronto, Ontario, Canada Peloton Search Partners Full time

    ABOUT USPeloton Search Partners is a specialized recruitment firm located in Toronto, dedicated to sourcing top talent for private capital investment professionals, capital markets, and various industry roles. With over 30 years of experience, we have established a strong reputation for connecting high-caliber candidates with leading firms in private equity,...

  • Senior Vice President of Private Capital Investments

    9 hours ago

    Old Toronto, Ontario, Canada Farm Credit Canada Full time

    About the Role:Farm Credit Canada is seeking a seasoned professional to lead its private capital program. As a Senior Vice President of Private Capital Investments, you will provide strategic leadership in developing and executing the company's private capital strategy.Key Responsibilities:Collaborate with internal and external partners to execute the...

  • Senior Vice President of Private Capital Investments

    6 hours ago

    Old Toronto, Ontario, Canada Farm Credit Canada Full time

    About the Role:Farm Credit Canada is seeking a seasoned professional to lead its private capital program. As a Senior Vice President of Private Capital Investments, you will provide strategic leadership in developing and executing the company's private capital strategy.Key Responsibilities:Collaborate with internal and external partners to execute the...

  • Senior Vice President of Operations

    4 weeks ago

    Toronto, Ontario, Canada Gecko Hospitality Full time

    Senior Vice President of OperationsGecko Hospitality is seeking a dynamic and seasoned Senior Vice President of Operations to spearhead our initiatives in enhancing brand presence, fostering customer loyalty, and driving innovation within the hospitality industry. This pivotal position reports directly to the Chief Operating Officer and requires a...

  • Senior Vice President of Operations

    4 weeks ago

    Toronto, Ontario, Canada Gecko Hospitality Full time

    Senior Vice President of OperationsGecko Hospitality is seeking a dynamic and seasoned Senior Vice President of Operations to spearhead our initiatives in enhancing brand presence, fostering customer loyalty, and driving innovation within the hospitality industry. This pivotal position reports directly to the Chief Operating Officer and requires a proven...

  • Senior Vice President of Medical Operations

    4 weeks ago

    Toronto, Ontario, Canada Fable Full time

    About Fable Fable collaborates with leading digital teams to enhance product accessibility for over 1 billion individuals living with disabilities. Recognized as one of the top innovative companies, Fable ranked #3 on the LinkedIn Top Startups Canada list and was featured in Fast Company's Most Innovative Companies in Design. Role Overview As the Senior Vice...

  • Private Equity Investment Manager

    5 days ago

    Toronto, Ontario, Canada Peloton Search Partners Full time

    About Peloton Search PartnersPeloton Search Partners is a specialized recruitment firm with a focus on private capital investment professionals, capital markets, and industry positions. We work closely with prominent firms in private equity, infrastructure, private debt, pension funds, asset management, family offices, venture capital, corporate development,...

  • Private Equity Investment Manager

    7 days ago

    Toronto, Ontario, Canada Peloton Search Partners Full time

    About Peloton Search PartnersPeloton Search Partners is a specialized recruitment firm with a focus on private capital investment professionals, capital markets, and industry positions. We work closely with prominent firms in private equity, infrastructure, private debt, pension funds, asset management, family offices, venture capital, corporate development,...

  • Senior Vice President, Asset Management

    5 days ago

    Old Toronto, Ontario, Canada Citco GSGS Full time

    About Citco GSGSCitco GSGS is a leading provider of asset servicing solutions, with a strong presence in the alternative investment industry. Our team of experts is dedicated to delivering high-quality services to our clients, and we are committed to excellence in everything we do.About the RoleWe are seeking a highly experienced and skilled Senior Vice...

  • Senior Vice President, Asset Management

    6 days ago

    Old Toronto, Ontario, Canada Citco GSGS Full time

    About Citco GSGSCitco GSGS is a leading provider of asset servicing solutions, with a strong presence in the alternative investment industry. Our team of experts is dedicated to delivering high-quality services to our clients, and we are committed to excellence in everything we do.About the RoleWe are seeking a highly experienced and skilled Senior Vice...

  • Senior Vice President of Fund Administration

    4 weeks ago

    Toronto, Ontario, Canada Citco Full time

    About Citco:Citco has been a pioneer in the asset servicing industry since our establishment in 1948, leading the way in the evolution of this sector.Our organization has significantly expanded, transitioning from a focus on hedge funds to serving a diverse range of alternatives, corporations, and private clients across various asset classes and global...