Bank of Montreal

Managing Director, BMO Capital Partners

Bank of Montreal$110K — $192K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10-15+ years in Investment Banking, Private Equity, or related fields
  • Rich understanding of private company financing across various stages
  • Strong analytical skills with a solid grasp of capital structure and principal investing
  • Thrives in high-growth, fast-paced environments
  • Proven capability to foster new business relationships and succeed in dynamic settings
  • Experience leading multiple transactions independently
  • Strong team player with leadership potential for talent development

Responsibilities

  • Lead due diligence and evaluation of investment opportunities
  • Present and defend investment opportunities to Investment and Valuation Committees
  • Negotiate and review legal documentation for deals
  • Monitor portfolio companies and maintain management relationships
  • Build a network with private equity and venture capital firms
  • Collaborate with diverse BMO Financial Group teams for investment opportunities
  • Research investment trends and propose new investment ideas
  • Lead special projects as assigned

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives and discretionary bonuses
  • Access to a strong professional network through BMO's resources
Full Job Description
Application Deadline:

08/02/2026

Address:
100 King Street West

Job Family Group:

Commercial Sales & Service

Role Description

We are seeking a highly motivated individual to join our team of investment professionals. The Managing Director will be responsible for leading transactions from start to finish, including origination, structuring, due diligence, negotiation and closing of new investment opportunities. As Managing Director, you will provide coverage to clients and work closely with a variety of internal partners including BMO Sponsor Finance, BMO Technology & Innovation Banking and BMO Diversified Industries Group. You will work with and manage a team of directors and associates to evaluate new investment opportunities and manage/monitor the portfolio.
  • Lead the evaluation and due diligence of direct equity, fund investments, subordinated debt and special 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 Sponsor Finance, Technology & Innovation Banking, Diversified Industries Group and Capital Markets;
  • Support BMO's network of Commercial Banking Relationship Managers across Canada by pitching BMO Capital Partners' capabilities and evaluating potential opportunities;
  • Monitor investment trends, develop investment theses and pitch on potential investment ideas; and,
  • Lead special projects as required.


Qualifications

The following qualifications are a must:
  • 10-15+ 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;
  • Deep 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;


LinkedIn Profile
  • For more information on BMO Capital Partners, including recently completed transactions, portfolio news and industry updates, visit our LinkedIn page in the url below. https://www.linkedin.com/company/bmo-capital-partners/


Please note the salary range for this specific position is approximately $175,000 (base salary) and may also include performance-based incentives, discretionary bonuses, as well as other perks and rewards."

Salary:

$110,500.00 - $192,500.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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