Director, BMO Capital Partners
Top Benefits
About the role
Application Deadline: 11/02/2025
Address: 100 King Street West
Job Family Group: Commercial Sales & Service
** About BMO Capital Partners**
Established in 1998, BMO Capital Partners is an evergreen investment fund with $2.1 billion of committed capital from BMO. We support the North American middle-market through commitments in private equity funds across buyout, growth equity and venture capital strategies and through direct investments (equity co-investments and subordinated debt). We invest across a broad range of industries to support companies in all stages of growth, with acquisitions, buyouts, expansions and restructurings. Through our investment teams located in Toronto, Montreal, Vancouver, Calgary and Chicago, BMO Capital Partners has invested more than $1.2 billion across the middle market the past five years.
Role Description
We are seeking a highly motivated individual to join our team of investment professionals in Toronto. The Director will be responsible for leading transactions from start to finish, including origination, structuring, due diligence, negotiation and closing of new investment opportunities. As a Director, you will assist the Managing Directors with coverage for newly onboarded clients and work closely with a variety of internal partners across BMO. You will work alongside the Managing Directors to help mentor a team of associates to evaluate new investment opportunities and manage/monitor the portfolio. The day-to-day responsibilities of the Director will include:
-
Lead the evaluation and due diligence of fund investments, direct equity and subordinated debt 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 the Commercial Bank and Capital Markets, in Canada and the U.S.;
-
Support BMO’s network of Commercial Banking Relationship Managers by pitching BMO Capital Partners’ capabilities and evaluating potential opportunities;
-
Monitor investment trends, develop investment theses and pitch on potential investment ideas; and,
-
Assist in special projects as required.
Qualifications
The following qualifications are a must:
- 7+ 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;
- Solid 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:
- Toronto
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Director, BMO Capital Partners
Top Benefits
About the role
Application Deadline: 11/02/2025
Address: 100 King Street West
Job Family Group: Commercial Sales & Service
** About BMO Capital Partners**
Established in 1998, BMO Capital Partners is an evergreen investment fund with $2.1 billion of committed capital from BMO. We support the North American middle-market through commitments in private equity funds across buyout, growth equity and venture capital strategies and through direct investments (equity co-investments and subordinated debt). We invest across a broad range of industries to support companies in all stages of growth, with acquisitions, buyouts, expansions and restructurings. Through our investment teams located in Toronto, Montreal, Vancouver, Calgary and Chicago, BMO Capital Partners has invested more than $1.2 billion across the middle market the past five years.
Role Description
We are seeking a highly motivated individual to join our team of investment professionals in Toronto. The Director will be responsible for leading transactions from start to finish, including origination, structuring, due diligence, negotiation and closing of new investment opportunities. As a Director, you will assist the Managing Directors with coverage for newly onboarded clients and work closely with a variety of internal partners across BMO. You will work alongside the Managing Directors to help mentor a team of associates to evaluate new investment opportunities and manage/monitor the portfolio. The day-to-day responsibilities of the Director will include:
-
Lead the evaluation and due diligence of fund investments, direct equity and subordinated debt 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 the Commercial Bank and Capital Markets, in Canada and the U.S.;
-
Support BMO’s network of Commercial Banking Relationship Managers by pitching BMO Capital Partners’ capabilities and evaluating potential opportunities;
-
Monitor investment trends, develop investment theses and pitch on potential investment ideas; and,
-
Assist in special projects as required.
Qualifications
The following qualifications are a must:
- 7+ 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;
- Solid 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:
- Toronto
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.