Associate, BMO Capital Partners
at BMO Financial Group
Calgary, AB, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 15 Oct, 2024 | USD 68000 Annual | 16 Jul, 2024 | N/A | Due Diligence,Ownership,Capital Structure,Restructuring,Investment Banking,Venture Capital,Leveraged Finance,Excel,Private Equity,Principal Investing | No | No |
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Description:
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.
Responsibilities:
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.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Calgary, AB, Canada