Investment Associate, Capital Partners

4 weeks ago


Calgary, Alberta, Canada BMO Full time

Application Overview:

At BMO Capital Partners, we are seeking a dedicated and driven individual to join our investment team. The Associate position is crucial for collaborating with senior investment professionals to identify, assess, and execute various investment opportunities.

About BMO Capital Partners:

Founded in 1998, BMO Capital Partners is a prominent Canadian investor managing C$1.5 billion. Our investment strategy focuses on minority equity co-investments, subordinated debt, and a diverse range of fund investments, targeting companies at various growth stages. Our investment teams across major Canadian cities have successfully invested over C$1 billion in the past five years.

Key Responsibilities:

  • Evaluate direct equity investments, fund opportunities, and subordinated debt.
  • Participate in the planning and execution of comprehensive due diligence processes.
  • Develop and refine financial models, including LBO models.
  • Prepare investment committee presentations and documentation.
  • Assist in the negotiation and review of legal agreements.
  • Monitor and assess the performance of portfolio companies, including quarterly valuations.
  • Foster relationships with Private Equity, Growth Equity, and Venture Capital firms.
  • Collaborate with colleagues across BMO Financial Group, including Canadian Commercial Banking and Capital Markets.
  • Analyze investment trends and formulate investment theses.
  • Support special projects as needed.

Required Qualifications:

  • 2-4 years of experience in Investment Banking, Private Equity, Venture Capital, or related fields.
  • Strong understanding of capital structures and principal investing.
  • Proficient in Excel with excellent financial modeling capabilities.
  • Ability to manage multiple transactions independently.
  • Experience working in collaborative deal teams.
  • Proactive mindset with a strong sense of ownership.

Preferred Qualifications:

  • CFA, CPA, CA, CBV designation, or MBA.
  • Experience in conducting thorough due diligence.

Compensation and Benefits:

We offer a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans. Our total compensation may also include performance-based incentives and discretionary bonuses.

Commitment to Inclusion:

BMO is dedicated to fostering an inclusive and equitable workplace. We value diverse perspectives and are committed to providing accommodations for candidates throughout the selection process.



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