BMO US
Managing Director, BMO Capital Partners (BMOCP)
BMO US, Chicago, Illinois, 60290
320 S Canal Street Chicago Illinois, 60606 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. Salary: $153,600.00 - $285,600.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. 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. 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’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. J-18808-Ljbffr