Associate, Bmo Capital Partners

1 week ago


Toronto, Canada BMO Financial Group Full time

100 King Street West Toronto Ontario,M5X 1A1

**About BMO Capital Partners**

Established in 1998, BMO Capital Partners is an evergreen investment fund with $1.6 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 in companies in all stages of growth (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, restructurings and growth capital. Through our investment teams located in Toronto, Montreal, Vancouver and Calgary, BMO Capital Partners has invested more than $1.2 billion across 60+ fund commitments and 100+ direct investments over the past five years.

**Role Description**

We are seeking a highly motivated individual to join the Toronto based team of investment professionals. The Associate will play a key role in working with Directors and Managing Directors to source, analyze and execute private equity, fund and junior debt investments. The day-to-day responsibilities of the Associate will include:

- Assist in evaluating direct equity, fund investments, subordinated debt and special opportunities;
- Contribute to the planning and completion of due diligence;
- Own financial modelling, including building and sensitizing LBO models;
- Draft investment committee memos and materials;
- Assist in legal documentation negotiation and review;
- Monitor existing portfolio companies and prepare quarterly valuations;
- Build relationships with Private Equity, Growth Equity and Venture Capital Firms;
- Collaborate with colleagues across BMO Financial Group, including Commercial Banking and Capital Markets, in Canada and the U.S.;
- Monitor investment trends, develop investment theses and pitch on potential investment ideas;
- Assist in special projects as required.

**Qualifications**

The following qualifications are a must:

- 2-4 years of experience within Investment Banking, Private Equity, Venture Capital, Fund Investing, Leveraged Finance, Restructuring, Transaction Advisory or other relevant areas;
- Deep understanding of capital structure and working knowledge of principal investing;
- High level of proficiency in Excel and excellent financial modelling skills;
- Ability to work independently on a number of concurrent transactions with limited direction;
- Ability to navigate between industries with a deep understanding of the financing needs of private companies from early to mature stage;
- Experience working in a multiple member deal team context;
- Proactive attitude, mature, deep sense of ownership and initiative.

The following qualifications will be considered an asset:

- CFA, CPA, CA, CBV designation or MBA;
- Experience in conducting due diligence.

**LinkedIn Profile**

**Salary**:
$68,000.00 - $126,000.00

**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.

**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.


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