Equity Research Associate – Biotechnology

Bank of Montreal•New York, NY

2d•$110,000 - $140,000

About The Position

We are seeking an Equity Research Associate to join our Biotechnology team. The associate will work closely with the senior analyst and another senior associate 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, 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. Our ideal candidate is someone with some knowledge of life sciences. strong accounting and/or finance skills, has an interest understanding stocks, and is eager to join a new team at BMO. The requisite license exams and/or CFA are a plus but are not required. A combination of writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the consumer 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. Other necessary attributes include: 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 Demonstrated use of AI in the workplace

Requirements

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
Demonstrated use of AI in the workplace

Nice To Haves

some knowledge of life sciences
strong accounting and/or finance skills
has an interest understanding stocks
eager to join a new team at BMO
The requisite license exams and/or CFA
Prior industry experience in the consumer industry
CFA

Responsibilities

Building and maintaining detailed company models (IS/BS/CF)
Analyzing financial statements and news related to industry coverage
Analyzing 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 and analyzing industry data
Communicating investment recommendations to internal and external clients