BMO
The role focuses on alternative investments research, product due diligence, and platform oversight within a wealth management context. It involves advising investment advisors and counseling on investment solutions, with responsibilities spanning research, compliance, portfolio construction, and external partnerships.
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BMO.
Right around the average for this role
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025
Portfolio Manager
ShopZoi
Wealth Management, Private Investments Due Diligence Analyst
JPMorganChase
Wealth Management, Private Investments Due Diligence Analyst
JPMorganChase
Senior Investment Analyst - Alternative Investments
Janney Montgomery Scott LLC
Gima Alternatives Due Diligence Investment Solutions Vice President Wealth Management Mumbai Maharashtra India
Morgan Stanley
Specialist II, Hedge Funds and Liquid Alternative Investments
Stifel