Associate, BMOCP

October 14 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial services, Bank, Insurance, Financial Services, Corporate finance, Treasury, Financing, Investment, Merger & Acquisition
Montreal, QC

Address:

105 rue St-Jacques O

Job Family Group:

Commercial Sales & Service

BMO Capital Partners ("BMOCP") is a leading provider of junior capital, including subordinated debt, mezzanine financing and minority equity capital to mid-market companies across Canada. Structured as an evergreen fund with $1.1 billion in committed capital from the Bank of Montreal and offices across Canada, BMOCP invests up to $20 million in companies with defensible industry positions and stable and predictable cash flows. Proceeds are typically used for acquisitions, buyouts, capital expenditures/expansions, restructurings and working capital for growth.

POSITION DESCRIPTION

Mandate

The Associate assists the Director and the Managing Director in executing new transactions as well as portfolio management tasks for funds managed directly by BMOCP. Primary responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, disbursement of funds as well as day to day maintenance of files and financial monitoring of investments in BMOCP's subordinated/mezzanine debt and equity portfolio.



Qualifications

We are seeking a highly motivated individual with a commitment to excellence with extensive financial analysis and due diligence capabilities in a mid-market private equity context to join the Montreal-based team of investment professionals.

The following qualifications are a must:

  • 2 to 4 years of related business experience (corporate finance, M&A, Investment Banking, private equity, project financing);
  • Excellent spoken/written English;
  • Excellent financial statement analysis and multi-year forecast modelling skills applied to transactional context; Sensitivity analysis;
  • Proficiency in the use of Excel™, PowerPoint™ and Word™;
  • Excellent time management, communication and interpersonal skills;
  • Ability to work independently on a number of concurrent transactions with limited direction;
  • University Degree in business/accounting/finance;
  • Ability to function in a multiple member deal team context, sharing skills and resources.

The following qualifications will be considered an asset:

  • CA, CMA , CBV, MBA or CFA designation;
  • Working knowledge of private equity investments and /or subordinated/ mezzanine debt in mid-market private companies for buy-outs, recapitalizations and expansion capital related transactions;
  • Investment banking or corporate finance M&A related experience;
  • Experience in preparing Confidential Information Memorandums.

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 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.

Apply now!

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