Director, BMO Capital Partners

BMO; Calgary; Hybrid; CAD 86,000 - 185,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO Capital Partners is seeking a Director to lead transactions from origination through closing, including structuring, due diligence, negotiation and final close. You will collaborate with internal partners across BMO in Canada and the U.S.

and mentor junior staff while evaluating new investment opportunities. You will monitor portfolio performance, develop investment theses, and participate in the assessment of fund investments, direct equity, and subordinated debt opportunities in a

Qualifications

• 7+ years of experience in Investment Banking, Private Equity, Venture Capital, Leveraged Finance, or related areas.
• Ability to navigate between industries with deep understanding of financing needs of private companies from early to mature stages.
• Strong analytical skills and understanding of capital structure and principal investing.

Responsibilities

• Lead the evaluation and due diligence of fund investments, direct equity and subordinated debt opportunities.
• Present investment opportunities to Investment Committee and defend valuations.
• Lead legal documentation review and negotiation.
• Monitor existing portfolio companies and build relationships with management.
• Develop relationships with PE, growth equity and VC firms and collaborate with BMO Financial Group colleagues.
• Support network of Commercial Banking Relationship Managers by evaluating opportunities.
• Monitor investment trends and develop investment theses for potential opportunities.
• Assist in special projects as required.

Skills

Investment Banking

Private Equity

Venture Capital

Leadership

Relationship Building

Analytical Skills

Education

MBA

CFA

CPA

Tools

Excel

PowerPoint

Job description

About BMO Capital Partners

Established in 1998, BMO Capital Partners is an evergreen investment fund with $2.1 billion of committed capital from BMO. We support the North American middle-market through commitments in private equity funds across buyout, growth equity and venture capital strategies and through direct investments (equity co-investments and subordinated debt). We invest across a broad range of industries to support companies in all stages of growth, with acquisitions, buyouts, expansions and restructurings. Through our investment teams located in Toronto, Montreal, Vancouver, Calgary and Chicago, BMO Capital Partners has invested more than $1.2 billion across the middle market the past five years.

Established in 1998, BMO Capital Partners is an evergreen investment fund with $2.1 billion of committed capital from BMO. We support the North American middle-market through commitments in private equity funds across buyout, growth equity and venture capital strategies and through direct investments (equity co-investments and subordinated debt). We invest across a broad range of industries to support companies in all stages of growth, with acquisitions, buyouts, expansions and restructurings. Through our investment teams located in Toronto, Montreal, Vancouver, Calgary and Chicago, BMO Capital Partners has invested more than $1.2 billion across the middle market the past five years.

Role Description

We are seeking a highly motivated individual to join our team of investment professionals in Toronto. The Director will be responsible for leading transactions from start to finish, including origination, structuring, due diligence, negotiation and closing of new investment opportunities. As a Director, you will assist the Managing Directors with coverage for newly onboarded clients and work closely with a variety of internal partners across BMO. You will work alongside the Managing Directors to help mentor a team of associates to evaluate new investment opportunities and manage/monitor the portfolio. The day-to-day responsibilities of the Director will include:

• Lead the evaluation and due diligence of fund investments, direct equity and subordinated debt opportunities;
• Present investment opportunities to the Investment Committee and defend the valuation of investments quarterly to the Valuation Committee;
• Lead legal documentation review and negotiation;
• Monitor existing portfolio companies; develop relationships with management to stay up to date on performance and outlook;
• Build relationships and develop a strong network with private equity, growth equity and venture capital firms;
• Collaborate with colleagues across BMO Financial Group, including the Commercial Bank and Capital Markets, in Canada and the U.S.;
• Support BMO’s network of Commercial Banking Relationship Managers by pitching BMO Capital Partners’ capabilities and evaluating potential opportunities;
• Monitor investment trends, develop investment theses and pitch on potential investment ideas; and,
• Assist in special projects as required.

Qualifications

• 7+ years of experience within Investment Banking, Private Equity, Venture Capital, Leveraged Finance, or other relevant areas;
• Ability to navigate between industries with a deep understanding of the financing needs of private companies from early to mature stage;
• Solid understanding of capital structure and principal investing, very strong analytical skills;
• Enjoys working in a high growth and fast-paced environment;
• Confidence, presence, and determination to develop new relationships and succeed in a very dynamic and demanding business environment;
• Ability to work independently and lead a number of concurrent transactions;
• Experience working in a multiple member deal team context and a strong team-player mentality and a leader who will take an active role in developing our future talent; and,
• Proactive attitude, deep sense of ownership and initiative.

The following qualifications will be considered an asset:

• CFA, CPA, CA, CBV designation or MBA;

For more information on BMO Capital Partners, including recently completed transactions, portfolio news and industry updates, visit our LinkedIn page below.

• https://www.linkedin.com/company/bmo-capital-partners/

Salary

$85,500.00 - $185,000.00

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

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 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.