Equity Research Associate – U.S. Financials – Brokers, Asset Managers & Trust Banks

Bank of Montreal•New York, NY

12d•Onsite

About The Position

BMO Capital Markets is seeking a Senior Equity Research Associate or VP to join our U.S. Financials team. The associate will be an integral member of the team, working closely with the senior analyst and two other team members to develop and market all equity research products. The role requires strong analytical/critical thinking skills, solid communication skills (with a drive for client interaction), a passion for the stock market, keen attention to detail, and a strong work ethic. The work environment involves collaboration, coordination, and a shared knowledge base with the analyst and rest of the team, but equally values independence, initiative, idea generation, and a sense of ownership for the work.

Requirements

Minimum of three to five plus years of equity research experience in the U.S. Financials space
Strong financial background
Strong accounting and finance skills
Strong communication skills (both verbal for client interactions as well as written)
A passion for the stock market
Ability to work on a fast-paced equity research team
Candidates must have a clear and proven track record of achievement throughout their education and career.
Exceptional written and verbal communication skills
Strong organizational skills and comfort managing various/shifting priorities
Client service mindset and ability to prioritize client needs with accuracy
The ability to interact professionally with company management teams and clients (analysts and portfolio managers)
A keen interest in and demonstrated understanding of Equity Research
A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail
Superior work ethic, self-motivated and the ability to work both collaboratively as well as independently
Ability to manage a heavy workload and meet stringent deadlines, often in a time-constrained, high-pressure environment
Flexibility to work irregular and extended hours
Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg and/or FactSet.
Bachelor’s degree is required.

Nice To Haves

Prior industry experience in the brokerage, asset management and exchange sectors
Familiarity with Dealogic, Preqin and Morningstar
Demonstrated use of AI in the workplace
CFA Charter or working towards the CFA designation is a plus
A post-secondary degree in a related field of study is a plus.

Responsibilities

Building and maintaining detailed company models (IS/BS/CF)
Analyzing financial statements and news related to industry coverage
Analyze company filings (10-K, 10-Q, earnings releases) and company transcripts
Writing equity research reports and over time, formulating investment theses
Participation in site visits and management meetings
Maintaining, sourcing and analyzing industry data
Communicating investment recommendations to internal and external clients
Collaborate in developing tools and processes to gather industry and company-related news that can then be disseminated to clients as one-off products or incorporated in the group’s normal research product
Work to establish industry, regulatory and political relationships to help better predict and/or handicap industry trends or company-related events