Equity Research Associate – Industrials Multi-Industry

BMO • New York, NY

8d • $110,000 - $140,000 • Onsite

About The Position

BMO Capital Markets is seeking an Equity Research Associate to join their Industrial Multi-Industry team. The associate will collaborate closely with a senior analyst to develop and market equity research products. This role demands strong analytical and critical thinking skills, a passion for the stock market, meticulous attention to detail, and a robust work ethic. The work environment fosters collaboration and shared knowledge while also valuing independence, initiative, idea generation, and a sense of 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.
• 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

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 and analyzing industry data
• Communicating investment recommendations to internal and external clients

Benefits

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level