Managing Director, BMO Capital Partners (BMOCP)

Managing Director, BMO Capital Partners (BMOCP)

Apply locations: Chicago, IL, USA; San Francisco, CA, USA

Time type: Full time

Posted on: Posted 4 Days Ago

Job requisition ID: R240024489

Application Deadline: 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.

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. 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;
• Support BMO’s network of Commercial Banking Relationship Managers across the US;
• Monitor investment trends, develop investment theses, and pitch on potential investment ideas;
• 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;
• Deep understanding of capital structure and principal investing, with very strong analytical skills;
• Enjoys working in a high growth and fast-paced environment;
• Confidence, presence, and determination to develop new relationships;
• Ability to work independently and lead concurrent transactions;
• Experience working in a multiple member deal team context;
• 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.

Salary: $153,600.00 - $285,600.00

Pay Type: Salaried

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.

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, sexual orientation, gender identity, age, or any other characteristic protected by law.

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other’s differences, we gain strength through our people and perspectives.