Associate, BMO Capital Partners

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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 direct investments in companies (equity co-investments and subordinated debt) and commitments in private equity and venture capital funds and through. We invest across a broad range of industries to support companies in all stages of growth, with acquisitions, buyouts, expansions, 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 100+ direct investments and 60+ fund commitments over the past five years.

Role Description

We are seeking a highly motivated individual to join the Montreal 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:

• Undergraduate degree.

• 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;
• Excellent command of professional French and English, both spoken and written.
• 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;
• 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

• For more information on BMO Capital Partners, including recently completed transactions, portfolio news and industry updates, visit our LinkedIn page in the url below. https://www.linkedin.com/company/bmo-capital-partners/

Please note the base salary range for this specific position in Montreal is $95,000 - $115,000, and this position would also be eligible for annual bonus compensation.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

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. To request accommodation, please contact your recruiter.

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.