Equity Research Associate – U.S. Real Estate/REITs

BMO•New York, NY

13d•$110,000 - $180,000•Onsite

About The Position

We are seeking an Equity Research Associate to join our U.S. Real Estate/REITs team. The associate will work closely with the senior analyst to develop and market all equity research products. The role requires strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail, and a strong work ethic. The work environment involves collaboration, co-ordination 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

Exceptional writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required.
Exceptional written and verbal communication skills
Strong organizational skills and comfort managing various 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 systematically manage a heavy workload and meet stringent deadlines
Flexibility to work irregular and extended hours
Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg and/or FactSet
Demonstrated use of AI in the workplace
A bachelor’s degree is required.

Nice To Haves

Prior industry experience in the U.S. Real Estate/REITs industry is not required but could be a benefit.
Candidates must have a clear and proven track record of achievement throughout their education and career.
A post-secondary degree in a related field of study is a plus.
CFA Charter or working towards the CFA designation is a plus.

Responsibilities

Building and maintaining detailed company models (IS/BS/CF)
Analyzing financial statements and news related to industry coverage
Conducting store and channel checks
Writing equity research reports and over time, formulating investment theses
Participation in site visits and management meetings
Maintaining 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