Investment Associate

4 days ago

Calgary, Alberta, Canada BMO Full time
About BMO Capital Partners

BMO Capital Partners is a Canadian-based investor with a strong track record of success. With over C$1.5 billion under management, the firm has established itself as a leader in the private equity and venture capital space.

Role Overview

We are seeking a highly motivated and experienced investment professional to join our team in Calgary. As an Associate, you will play a key role in working with Directors and Managing Directors to source, analyze, and execute private equity, fund, and junior debt investments.

Key Responsibilities
  • Evaluate direct equity, fund investments, subordinated debt, and special opportunities
  • Contribute to the planning and completion of due diligence
  • Own financial modeling, 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, Canadian Commercial Banking, and Capital Markets
  • Monitor investment trends, develop investment theses, and pitch on potential investment ideas
  • Assist in special projects as required
Requirements
  • 2-4 years of experience in 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 modeling 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
Preferred Qualifications
  • CFA, CPA, CA, CBV designation, or MBA
  • Experience in conducting due diligence
What We Offer

BMO Financial Group offers a competitive salary range of $95,000-$115,000 CAD, as well as performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are 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.

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