Managing Director, Private Equity Funds

BMO U.S.'s Community Capital Solutions (CCS) team invests the Bank's balance sheet in Private Equity Funds with SBIC licenses from the U.S. Small Business Administration. The Managing Director leads day-to-day value creation on a portfolio of 40+ LP investments in lower middle market PE funds managed by financial sponsors, drives portfolio-level performance, and mentors junior team members.

Key responsibilities include: own accountability for 40+ LP investment files as primary point person; coordinate acquisitions, dispositions, refinancings, and strategic initiatives; track carrying values and exposure, oversee risk analysis; manage pipeline of new investments and serve on LP advisory committees; present investment/monitoring materials to investment committees; prepare and review portfolio forecasts and performance materials; oversee quarterly reporting and valuation; complete preliminary due diligence on new investment opportunities.

All investments support BMO's Community Reinvestment Act (CRA) objectives. The role partners closely with sponsors and internal stakeholders at BMO Commercial, BMO Capital Markets and CRA Governance.