Real Estate Private Equity Analyst

Posted:
7/10/2024, 2:59:58 AM

Location(s):
Ontario, Canada ⋅ Toronto, Ontario, Canada

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Application Deadline:

08/29/2024

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

Position Overview

BMO Capital Markets is seeking an Analyst with experience in real estate who will work with the BMO Real Estate Fund team in Toronto.

Responsibilities

  • Conduct due diligence and review financial and operating information relating to real estate development and value-add investment acquisitions and dispositions on behalf of the BMO Real Estate Fund;
  • Build and maintain investment models (i.e. DCF, residual value, development, waterfalls, etc.) using Argus and Excel;
  • Conduct market analysis and research, utilizing external real estate data sources and brokerage reports;
  • Review and summarize limited partnership agreements and other JV documents;
  • Interface with BMO accounting, legal, and other internal stakeholder groups;
  • Monitor the activity of the existing investment portfolio and conduct portfolio level analysis and forecasting;
  • Prepare quarterly portfolio performance reports for presentation to the BMO Real Estate Fund Board members as well as members of the Investment Committee; and
  • Produce marketing material and pitch books for potential co-investment partners

Education & Qualifications

  • Undergraduate degree in a related field, preferably in real estate, commerce, finance, economics, math or engineering;
  • Completion or current pursuit of a master’s degree or professional designation (CFA, CPA, AACI) would be an asset;
  • Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and Argus Software;
  • Knowledge of Canadian residential and/or industrial real estate markets would be an asset;
  • Excellent written and verbal communication and interpersonal skills;
  • Exceptional organizational, time management and multi-tasking skills;
  • Ability to work well under pressure and maintain attention to detail with multiple or competing deadlines;
  • Work effectively in a team environment and independently as required; and
  • Ability to work evenings and weekends as required

Work Experience

  • Minimum 1-3 years of work experience in one or more of the following areas: private equity, real estate development, acquisitions and/or asset management, real estate investment banking, and real estate brokerage

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: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

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 https://jobs.bmo.com/ca/en.

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.