Senior Analyst, Alternatives

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Senior Analyst Alternatives Partnerships

BMO GAM Alternatives builds and manages alternative investment solutions (private markets and hedge funds) through a combination of in-house capabilities and bestinclass global manager partnerships designed to be accessible for Canadian investors.

Position Summary

BMO Global Asset Managements Alternatives Team is seeking a Senior Analyst to support the end-to-end lifecycle of the Alternatives Partnerships business and its investment solutions. This role combines investment analysis and due diligence with fund building and ongoing fund oversight while also helping deliver high-quality client materials and timely client support.

Key Responsibilities

Sourcing Screening & Opportunity Assessment

• Support sourcing and screening of new alternative investment opportunities and potential alternatives manager (prospective partners)
• Conduct initial fit assessments (strategy structure liquidity fees scalability alignment) and prepare concise summaries for internal review
• Maintain pipeline tracking and competitor/peer comparisons

Due Diligence & Investment Analysis

• Due diligence to support new and existing investments and investment funds including:
  • Industry and thematic research
  • Alternatives manager assessment (platform team process track record operational considerations)
  • Structure and portfolio risk analysis (terms liquidity fee mechanics portfolio fit)
  • Detailed financial model & documentation review
  • Coordinate inputs from internal teams and external advisors (legal tax structuring etc.)

Investment Committee Materials & Recommendations

• Support team in preparing IC-ready materials (investment summaries diligence reports recommendations)
• Assist to articulate thesis structure key risks/mitigants implementation considerations and monitoring plan
• Support presentation of recommendations

New Product / Partnership Execution

• Support launch execution across internal and external stakeholders
• Help manage deliverables timelines and governance steps required for successful product launches
• Contribute to process improvements and consistent documentation/checklists

Ongoing Oversight Monitoring & Reporting

• Support ongoing monitoring of existing partnerships/funds (performance alignment to objectives)
• Assist with periodic partner reviews and ad hoc analysis requests

Marketing Support

• Refresh and maintain client-facing materials (marketing decks client aids)
• Draft first versions of DDQs/RFPs and other diligence responses and help maintain a library of approved content for fast turnaround

Qualifications

Required

• Undergraduate degree in Finance Economics Business or related field
• Strong analytical writing and presentation skills with high attention to detail
• Advanced financial modelling skills especially suited for alternatives / private markets / hedge fund research and analysis
• Advanced skills in preparation of investment presentation materials
• Ability to manage multiple priorities in a deadline-driven environment and work effectively across stakeholders
• Advanced Excel and PowerPoint skills

Preferred

• Prior Capital Markets or Investment Banking experience (transaction support diligence financial modeling investment analysis or deal execution)
• Exposure to alternatives/private markets (private equity private credit infrastructure real assets hedge funds secondaries)
• Experience reviewing legal fund and transaction documentation and synthesizing third-party diligence reports
• Experience supporting client materials and advisor-facing requests (DDQs/RFPs presentations talking points)

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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.