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Associate, BMO Capital Partners - R250003187 Calgary

BMO Bank of Montreal

Calgary, Alberta

Associate, BMO Capital Partners - R250003187 Calgary

BMO Bank of Montreal

Calgary, Alberta
 
Salary: a Canadian-based investor with C$1.5 billion under management. Its evergreen investment program is built upon minority equity co-investments and subordinated debt as well as venture, growth and private equity fund investments. The fund invests across a br
 
County: 39
 
Application Deadline:

03/27/2025

Address:

525 8th Ave SW East Tower

Job Family Group:

Commercial Sales & Service

About BMO Capital Partners

Established in 1998, BMO Capital Partners is a Canadian-based investor with C$1.5 billion under management. Its evergreen investment program is built upon minority equity co-investments and subordinated debt as well as venture, growth and private equity fund investments. The fund invests across a broad range of industries to support companies in all stages of growth, with acquisitions, buyouts, expansions, restructurings and growth capital. Through its investment teams located in Toronto, Montreal, Vancouver and Calgary, BMO Capital Partners has invested more than C$1 billion over the last five years.

Role Description

We are seeking a highly motivated individual to join the Calgary 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, Canadian Commercial Banking and Capital Markets;
  • 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:

  • 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.

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 Calgary is $95,000 - $115,000, and this position would also be eligible for annual bonus compensation.

Salary:

$68,000.00 - $126,000.00

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

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.

 

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

 

Have questions or want to learn more about us? We would love to hear from you!

 

Diversity and Recruitment Team

E mail: diversity.recruitment@bmo.com

 

 

  Introduce Yourself to BMO (Military/Veterans)

 

About BMO Bank of Montreal

Careers for service members, veterans and their families

We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.

BMO is a Poppy Campaign partner and invests over $265k per year in 3+ signature sponsorship properties, including the Canada Army Run, the Navy Bike Ride, and the RCAF Run.

  • Next February, BMO will proudly support Veterans as an official Gold Sponsor of the Invictus Games – Vancouver Whistler 2025 which will welcome more than 500 competitors from 25 nations to experience the first ever Winter Games in Invictus Games history. The Games will also raise awareness of Indigenous CAF members and highlight the extraordinary service of Indigenous Veterans dating back over 200 years.
  • We have committed over $2.25 million in major gifts in recent past, including pledges to Homes for Heroes and Canada Company.

At BMO, you’ll have the opportunity to use your commitment, discipline, and dedication to teamwork to make a difference. Come and grow your career with us.