Associate, BMO Capital Partners

BMO•Toronto, ON

3d•CA$95,000 - CA$129,000•Onsite

About The Position

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 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, Calgary and Chicago. 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.

Requirements

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

Nice To Haves

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

Responsibilities

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