Director, BMO Capital Partners (BMOCP)
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 investment professional (Director)
Builds
Private equity funds, direct equity investments, and subordinated debt for middle-market companies.
Domain
Private Equity / Venture Capital / Middle Market
Required skills
Transaction leadership, due diligence, valuation defense, legal documentation negotiation, portfolio monitoring, network development, investment thesis generation, cross-functional collaboration
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 quarterly; 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; Monitor investment trends and develop investment theses.
Seniority
Senior, hands-on IC with mentorship responsibilities