Equity Research Associate – Industrials Multi-Industry

Bank of Montreal•New York, NY

7d•$110,000 - $140,000•Onsite

About The Position

BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 30+ locations around the world, including 20 offices in North America, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services. The Equity Research department covers over 900 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. The US Equity Research department consists of 31 analysts and ~50 associates, covering over 500 stocks. We are seeking an Equity Research Associate to join our Industrial Multi-Industry team. The associate will work closely with the senior analyst to develop and market all equity research products. This 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 but equally values independence, initiative, idea generation and a sense of ownership for the work.

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.
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 priorities
Client service mindset and ability to prioritize client needs with accuracy
Over time, 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-motivation and the ability to work independently
Ability to systematically manage a heavy work load 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

Nice To Haves

Equity research experience is a plus, but not required
Requisite license exams (SIE, Series 7, 63, 86, 87) and/or the CFA
Prior industry experience in the multi-industrials industry is not required but could be a benefit.
A post-secondary degree in a related field of study is a plus.
Demonstrated use of AI in the workplace
CFA is a plus