12/08/2024

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

About BMO Capital Partners

BMO Capital Partners was established in 1998 and has been very successful in the Canadian market over the past 25+ years. The team provides subordinated debt and equity across a broad range of industries to support companies in all stages of growth, with capital for acquisitions, buyouts, expansions, restructurings and growth. Over the past five years, the team has deployed $1.2 billion across more than 160 investments. BMO Capital Partners has been a key strategic differentiator within the Canadian market, augmenting our strong commercial teams, cementing both new and existing relationships.

Role Description

We are seeking a highly motivated individual to join our team of investment professionals as BMO Capital Partners expands into the US. The Managing Director will be responsible for leading transactions from start to finish, including origination, structuring, due diligence, negotiation and closing of new investment opportunities. As Managing Director, you will help lead the expansion of our investment mandate into the US, provide coverage for newly onboarded clients and work closely with a variety of internal partners including BMO Sponsor Finance, BMO Technology & Innovation Banking and BMO Diversified Industries Group. You will work with and manage a team of directors and associates to evaluate new investment opportunities and manage/monitor the portfolio. The day-to-day responsibilities of the Managing Director will include:

• Lead the evaluation and due diligence of direct equity, subordinated debt, and special opportunities;
• Present investment opportunities to the Investment Committee and defend the valuation of investments quarterly to the Valuation Committee;
• Lead legal documentation review and negotiation;
• Monitor existing portfolio companies; develop relationships with management to stay up to date on performance and outlook;
• Build relationships and develop a strong network with private equity, growth equity and venture capital firms;
• Collaborate with colleagues across BMO Financial Group, including Sponsor Finance, Technology & Innovation Banking, Diversified Industries Group and Capital Markets, in Canada and the U.S.;
• Support BMO’s network of Commercial Banking Relationship Manager’s across the US by pitching BMO Capital Partners’ capabilities and evaluating potential opportunities;
• Monitor investment trends, develop investment theses and pitch on potential investment ideas; and,
• Lead special projects as required.

Qualifications

The following qualifications are a must:

• 10-15+ years of experience within Investment Banking, Private Equity, Venture Capital,  Leveraged Finance, Commercial Banking or other relevant areas;
• Ability to navigate between industries with a deep understanding of the financing needs of private companies from early to mature stage;
• Deep understanding of capital structure and principal investing, very strong analytical skills;
• Enjoys working in a high growth and fast-paced environment;
• Confidence, presence, and determination to develop new relationships and succeed in a very dynamic and demanding business environment;
• Ability to work independently and lead a number of concurrent transactions;
• Experience working in a multiple member deal team context and a strong team-player mentality and a leader who will take an active role in developing our future talent; and,
• Proactive attitude, deep sense of ownership and initiative.

The following qualifications will be considered an asset:

• CFA, CPA, CA, CBV designation or MBA;

Location:

• This position can be based in a variety of locations where BMO has strong established relationships.

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 salary range for this specific position is approximately $275,000 USD (base salary) and may also include performance-based incentives, discretionary bonuses, as well as other perks and rewards.”

Salary:

$153,600.00 - $285,600.00

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.

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

Equal Employment Opportunity Statement

BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

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.

To find out more visit us at http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.