Senior Private Equity MD, LP Investments - Chicago

InforCapital, partnership; Chicago (IL); Hybrid; USD 350,000 - 650,000; Full time

Job summary

BMO is seeking a Managing Director, Private Equity to join its Community Capital Solutions team in Chicago, IL. The role focuses on investing the bank's balance sheet as a limited partner in SBIC funds managed by financial sponsors, targeting lower middle market companies across the U.S.

The MD will lead 40+ LP investment files, coordinate acquisitions and dispositions, monitor valuations, and present to Investment Committees, while mentoring Analysts and collaborating with BMO Capital Markets

Qualifications

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

Responsibilities

• Own accountability for 40+ LP investment files and coordinate with sponsor partners.
• Coordinate execution for acquisitions, dispositions, refinancing and other strategic initiatives.
• Track carrying values and exposure; oversee risk analysis for portfolio updates.
• Mentor junior team members with a player-coach approach and collaborate with other BMO units.
• Prepare and review portfolio forecasts, dashboards, quarterly reporting and valuations.

Skills

Investing experience

SBIC LP experience

Mentoring

Education

BCom/MBA

CFA/AACI/CPA asset

Job description

BMO is seeking a Managing Director, Private Equity to join its Community Capital Solutions team in Chicago, IL. The role focuses on investing the bank's balance sheet as a limited partner in SBIC funds managed by financial sponsors, targeting lower middle market companies across the U.S.

The MD will lead 40+ LP investment files, coordinate acquisitions and dispositions, monitor valuations, and present to Investment Committees, while mentoring Analysts and collaborating with BMO Capital Markets