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

BMO•New York, NY

14d•$150,000 - $250,000

About The Position

BMO Capital Markets is seeking a Senior Equity Research Associate or VP to join their U.S. Financials team. This role is integral to the team, working closely with a senior analyst and two other team members to develop and market equity research products. The position requires strong analytical and critical thinking skills, solid communication abilities with a drive for client interaction, a passion for the stock market, keen attention to detail, and a strong work ethic. The work environment fosters collaboration and a shared knowledge base while also valuing independence, initiative, idea generation, and ownership.

Requirements

A combination of 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/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
Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg and/or FactSet.

Nice To Haves

Prior industry experience in the brokerage, asset management and exchange sectors is not required but could be a benefit.
Familiarity with Dealogic, Preqin and Morningstar would also be a positive.
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