Director, BMO Capital Partners
Core
Lead transactions from origination to closing for private equity, growth equity, and venture capital investments in the North American middle market.
Role type
Senior IC investment professional (Director)
Builds
Private equity funds, direct equity co-investments, and subordinated debt
Domain
Private Equity / Venture Capital / Middle Market
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
transaction leadership, due diligence, legal documentation negotiation, portfolio monitoring, investment thesis development, network building, capital structure analysis
Preferred skills
CFA, CPA, CA, CBV designation, MBA
Technologies
N/A
Responsibilities
Lead evaluation and due diligence of fund investments and direct equity/subordinated debt opportunities; Present investment opportunities to the Investment Committee and defend valuations to the Valuation Committee; Lead legal documentation review and negotiation; Monitor existing portfolio companies and develop relationships with management; Build relationships with private equity, growth equity, and venture capital firms; Collaborate with Commercial Bank and Capital Markets colleagues; Support Commercial Banking Relationship Managers by pitching capabilities and evaluating opportunities; Assist in special projects
Seniority
Senior, hands-on IC with mentorship responsibilities