Vice President, Real Estate Private Equity, BMO Capital Markets - Toronto, ON MX C

100 King Street West Toronto Ontario,M5X 1A1 · BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets · P ...

Job description

100 King Street West Toronto Ontario,M5X 1A1

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Position Overview

The Vice President ("VP") is a senior member of BMO's Real Estate Private Equity ("BRE Fund") team, which invests the Bank's balance sheet alongside leading sponsor and developer clients as direct equity in development and value‑add projects across Canada. The VP leads day‑to‑day value creation on designated LP investments, drives portfolio‑level performance, and mentors junior team members while partnering closely with JV sponsors and internal stakeholders at BMO Capital Markets.

Asset Management (~40%)

• Own accountability for ~10 LP investment files as the primary point person; set the agenda with partners and drive outcomes on complex situations.
• Review Analyst and Associate modeling and analysis to drive decisions.
• Coordinate execution for acquisitions, dispositions, refinancing, and other strategic initiatives related to assigned files.
• Track carrying values, exposure and oversee risk analysis required to prepare decision-ready updates.
• Co-lead file completion and documentation: LPA, DMA, PMA, APS, credit agreements.
• Present investment/monitoring materials to committees.

Portfolio & Internal Management (~40%)

• Review and challenge portfolio forecasts, dashboards, and recurring performance materials.
• Oversee quarterly reporting and valuation for portfolio.
• Synthesize insights for BMO senior stakeholders.
• Bridge IFRS P&L vs. economic cash for the portfolio.
• Work alongside BMO Capital Markets Legal, Tax, Finance, Risk and Accounting Policy.
• Establish operating rhythm across JV updates and internal reviews.
• Maintain oversight of project bank accounts and process capital calls.

Growth, Investments & Other (~20%)

• Selectively diligence new opportunities; guide Analysts/Associates on market work.
• Track the Canadian real estate market across the Residential, Industrial, Data Centre asset classes.
• Support platform positioning with Investment Banking coverage.
• Responsible for preparing select investment recommendations to BRE Fund Investment Committee.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 7+ years in real estate investing/finance roles.
• Business degree (BCom/MBA); CFA/AACI/CPA assets.
• In-depth development knowledge would be a strong asset.
• Experience with leading and mentoring Analysts/Associates, demonstrating a "player‑coach" mentality.
• Demonstrates the ability to drive a positive work-place culture.
• Exceptional Excel/PPT; able to step in and perform individual analysis when required.
• High detail orientation and organizational excellence.
• Use strong interpersonal skillset to form positive internal and external working relationships.
• Ability to work both independently and as a team member.
• Strong communication and modeling review capability.
• Excellent leadership skills.
• Adoption of AI tools for the workplace.
• Time management skills - In-depth.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

This job posting is for a current vacancy.

Please note the target base salary for this specific position in Toronto is $160,000.

Salary:

Pay Type:

Salaried

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

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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. To view more details of our benefits, please visit:

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is committed to 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 on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.