The private equity funds are managed by financial sponsors that invest in lower middle market ... A recruiting agency must first have a valid, written and fully executed agency agreement contract ...
The private equity funds are managed by financial sponsors that invest in lower middle market ... A recruiting agency must first have a valid, written and fully executed agency agreement contract ...
Equity Risk Associate / Senior Associate
New York, NY ยท On-site
$115K - $140K/yr
Measure, identify, and communicate risks of actively managed equity funds to various parties, such ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Equity Risk Associate / Senior Associate
New York, NY ยท On-site
$115K - $140K/yr
Measure, identify, and communicate risks of actively managed equity funds to various parties, such ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Equity Risk Associate / Senior Associate
New York, NY ยท On-site
$115K - $140K/yr
Measure, identify, and communicate risks of actively managed equity funds to various parties, such ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Equity Risk Associate / Senior Associate
New York, NY ยท On-site
$115K - $140K/yr
Measure, identify, and communicate risks of actively managed equity funds to various parties, such ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Analyst Equity Sales
Lake Elmo, MN ยท On-site
$70K/yr
Identifying and qualifying prospective institutional clients (mutual funds, hedge funds, pension ... Why Work for UsEmployment Type: 1ST
Analyst Equity Sales
Lake Elmo, MN ยท On-site
$70K/yr
Identifying and qualifying prospective institutional clients (mutual funds, hedge funds, pension ... Why Work for UsEmployment Type: 1ST
Equity Risk Associate / Senior Associate
New York, NY ยท On-site
$115K - $140K/yr
Measure, identify, and communicate risks of actively managed equity funds to various parties, such ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Equity Risk Associate / Senior Associate
New York, NY ยท On-site
$115K - $140K/yr
Measure, identify, and communicate risks of actively managed equity funds to various parties, such ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Analyst Equity Sales
Lake Elmo, MN ยท On-site
$70K/yr
Identifying and qualifying prospective institutional clients (mutual funds, hedge funds, pension ... Why Work for UsEmployment Type: 1ST
Analyst Equity Sales
Lake Elmo, MN ยท On-site
$70K/yr
Identifying and qualifying prospective institutional clients (mutual funds, hedge funds, pension ... Why Work for UsEmployment Type: 1ST
Tax Credit Equity Senior Director
Ambler, PA ยท On-site
Act as main point of contact for and manage investment closings into LIHTC funds, and support ... people-first culture where your career can take the long view. To achieve these goals, we are ...
Tax Credit Equity Senior Director
Ambler, PA ยท On-site
Act as main point of contact for and manage investment closings into LIHTC funds, and support ... people-first culture where your career can take the long view. To achieve these goals, we are ...
... first firm. Why Join Us? * Amazing culture - collaborative, team-oriented, and supportive ... Support tax compliance and reporting for multiple private equity funds and investment vehicles.
... first firm. Why Join Us? * Amazing culture - collaborative, team-oriented, and supportive ... Support tax compliance and reporting for multiple private equity funds and investment vehicles.
Funding Specialist
$67K - $75K/yr
... equity. This approach ensures that our compensation is competitive and equitable. Your recruiter ... Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our ...
Funding Specialist
$67K - $75K/yr
... equity. This approach ensures that our compensation is competitive and equitable. Your recruiter ... Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our ...
Global Equity Trader
Baltimore, MD ยท On-site
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Global Equity Trader
Baltimore, MD ยท On-site
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is ... Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Private Equity Tax Manager
Maumee, OH ยท On-site
$104K - $137K/yr
Lead and manage tax advisory, structuring, and compliance projects for private equity funds ... Family-first culture, with added time-off for maternity AND paternity leave
Private Equity Tax Manager
Maumee, OH ยท On-site
$104K - $137K/yr
Lead and manage tax advisory, structuring, and compliance projects for private equity funds ... Family-first culture, with added time-off for maternity AND paternity leave
Associate Dean, Student Equity and Achievement (Contingent on Funding) at Imperial Valley College ... First Review of Applications:Complete application packets will be accepted until the position is ...
Associate Dean, Student Equity and Achievement (Contingent on Funding) at Imperial Valley College ... First Review of Applications:Complete application packets will be accepted until the position is ...
Private Equity Tax Manager
Maumee, OH ยท On-site
$104K - $137K/yr
Lead and manage tax advisory, structuring, and compliance projects for private equity funds ... Family-first culture, with added time-off for maternity AND paternity leave Powered by JazzHR ...
Quick apply
Private Equity Tax Manager
Maumee, OH ยท On-site
$104K - $137K/yr
Lead and manage tax advisory, structuring, and compliance projects for private equity funds ... Family-first culture, with added time-off for maternity AND paternity leave Powered by JazzHR ...
Experienced Equity Options Trader
Chicago, IL ยท On-site
$150K - $200K/yr
... funds (ETF), and equity index options. Traders partner with our technologists to continually ... You'll bring strong market intuition, a quantitative mindset, and a team-first approach to a fast ...
Experienced Equity Options Trader
Chicago, IL ยท On-site
$150K - $200K/yr
... funds (ETF), and equity index options. Traders partner with our technologists to continually ... You'll bring strong market intuition, a quantitative mindset, and a team-first approach to a fast ...
Experienced Equity Options Trader
Chicago, IL ยท On-site
... funds (ETF), and equity index options. Traders partner with our technologists to continually ... You'll bring strong market intuition, a quantitative mindset, and a team-first approach to a fast ...
Quick apply
Experienced Equity Options Trader
Chicago, IL ยท On-site
... funds (ETF), and equity index options. Traders partner with our technologists to continually ... You'll bring strong market intuition, a quantitative mindset, and a team-first approach to a fast ...
Experienced Equity Options Trader
Chicago, IL ยท On-site
$150K - $200K/yr
... funds (ETF), and equity index options. Traders partner with our technologists to continually ... You'll bring strong market intuition, a quantitative mindset, and a team-first approach to a fast ...
Experienced Equity Options Trader
Chicago, IL ยท On-site
$150K - $200K/yr
... funds (ETF), and equity index options. Traders partner with our technologists to continually ... You'll bring strong market intuition, a quantitative mindset, and a team-first approach to a fast ...
... funds for a Senior Associate position on our Private Equity Solutions team, focused on fund ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
... funds for a Senior Associate position on our Private Equity Solutions team, focused on fund ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
... funds for a Senior Associate position on our Private Equity Solutions team, focused on fund ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
... funds for a Senior Associate position on our Private Equity Solutions team, focused on fund ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver ... It is essential for Private Equity funds to have a portfolio support team, either internally or ...
You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver ... It is essential for Private Equity funds to have a portfolio support team, either internally or ...
First Equity Funding information
See salary details
$18.24 is the 25th percentile. Wages below this are outliers.
$16.11 - $22.14
71% of jobs
$22.14 - $28.17
0% of jobs
$28.17 - $34.20
0% of jobs
$34.20 - $40.23
0% of jobs
$40.23 - $46.26
0% of jobs
$46.26 - $52.29
0% of jobs
$52.29 - $58.33
0% of jobs
$63.45 is the 75th percentile. Wages above this are outliers.
$58.33 - $64.36
5% of jobs
$64.36 - $70.39
7% of jobs
$70.39 - $76.42
11% of jobs
$76.42 - $82.45
6% of jobs
$16
$36
$82
How much do first equity funding jobs pay per hour?
What is the difference between First Equity Funding vs Mortgage Broker?
| Aspect | First Equity Funding | Mortgage Broker |
|---|---|---|
| Credentials | Licensing, certifications in mortgage lending | Licensing, certifications in mortgage brokerage |
| Work Environment | Loan processing, client consultations, financial analysis | Client meetings, loan shopping, industry networking |
| Employer & Industry | Financial institutions, private lenders | Mortgage companies, brokerage firms |
Both First Equity Funding and Mortgage Brokers operate within the mortgage lending industry, often requiring similar licensing and certifications. While First Equity Funding primarily focuses on loan funding and financial analysis, Mortgage Brokers act as intermediaries between clients and lenders, shopping for the best mortgage options. Understanding these differences helps clients choose the right professional for their mortgage needs.
What are the key skills and qualifications needed to thrive as a Loan Officer at a private lending firm like First Equity Funding, and why are they important?
What is First Equity Funding?
What are some common challenges faced by professionals working at First Equity Funding, and how can they best prepare for them?

Full-time
Medical, Life, Retirement
Posted 28 days ago
Job description
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Capital Mrkts Sales & ServicePosition Overview
The Vice President of Private Equity is a key member of BMO's Community Capital Solutions team, which invests the Bank's balance sheet in Private Equity Funds with a Small Business Investment Company (SBIC) license from the U.S. Small Business Administration. The private equity funds are managed by financial sponsors that invest in lower middle market companies across the United States. The Vice President supports daytoday value creation on designated LP investments, all of which support BMO's Community Reinvestment Act objectives. The Vice President fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.
This role requires 4 days in the office hybrid schedule.
Asset Management (~80%)
Own accountability for 35-40 LP investment files as the primary point person; set the agenda
with partners and drive outcomes on complex situations.
- 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
- Present investment/monitoring materials to committees
- Prepare and review portfolio forecasts, dashboards and recurring performance materials
- Oversee quarterly reporting and valuation for portfolio
- Synthesize insights for BMO senior stakeholders
- Work alongside BMO Commercial, BMO Capital Markets Legal, Tax, Finance, Risk and Accounting Policy
- Maintain oversight of project bank accounts and process capital calls
Growth, Investments & Other (~20%)
- Selectively diligence new opportunities
- Responsible for preparing select investment recommendations to the Investment Committee
- Broader work or accountabilities may be assigned as needed
Qualifications:
- Typically, between 5 - 7 years in investing/finance roles, including specific experience with investing in SBIC Funds, as a limited partner
- An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.
- MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
- 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
- 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
Compensation Salary Range: USD $125,000 - 150,000 - 175,000
(Actual Compensation Depends On Skills, Experience, Education, And Qualifications.)
Salary:
Pay Type:
SalariedThe 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
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 http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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.