Senior Equity Advisor

Bank of Montreal•Chicago, IL

About The Position

The Senior Equity Advisor at BMO Wealth Management – U.S. is part of an equity team that provides independent and objective investment advice and support on U.S. equities to the Portfolio Managers across the United States at BMO Wealth Management who collectively are responsible for managing nearly $80 billion in AUM. The U.S.-based team works closely with the broader investment team at U.S. Private Wealth, including investment and market strategists, and a number of analysts covering other asset classes and fulfillments (ie. ETFs, funds, SMAs). The U.S.-based equity team may also collaborate with other equity team members across BMO Wealth Management to ensure the combined team can deliver a high level of support, guidance, and advice on equities to client facing individuals to ensure client portfolios can deliver on their required outcomes. The Senior Equity Advisor should possess or quickly develop deep knowledge of the Wealth business and its strategic priorities to ensure they can properly align align themselves and their efforts to what ultimately matters for the business, PMs, clients. The primary responsibilities of the Senior Equity Advisor will be tied to servicing Portfolio Managers on a daily basis

Requirements

15+ years of relevant experience in equity research, sales and trading, and/or portfolio management.
Advanced understanding of the U.S. equity markets.
Exceptional communication skills – verbal and writing.
In-depth / Expert analytical and interpretive skills; capable of sourcing and identifying pertinent factors from large volumes of information.
In-depth organizational skills; strong attention to detail and risk.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Combination of being a self-starter with entrepreneurial/growth mindset while also being able to collaborate within the team.
Experienced in presenting to large audiences and/or dealing with sophisticated investors.
A reasonably good understanding of the Wealth Management business and/or previous experience dealing with clients and/or client facing individuals.
Post-secondary degree in related field of study or CFA designation.

Responsibilities

Act as a primary subject matter expert on U.S. stocks by providing support and independent advice and recommendations.
Contribute to scalable daily service offering (ie. including a morning note that provides support and advice to PMs on relevant and mostly large cap U.S. stocks).
Provide “coverage” of the stocks on the company’s “working list”, including support of stocks that are held in the “models” that are used by PMs
Be familiar and offer stock and sector support of the primary “models” used by PMs
Service PMs one on one: portfolio and model reviews, thoughts on individual stocks, sectors, and portfolio positions.
Support PMs in certain client meetings where specific sector and/or stock discussions are sought after
Generate impactful content on a frequent basis for PMs and their teams: original, thought provoking, actionable, concise and clear, engaging, and highly relevant.
Collaboration with other investment team members across U.S. Private Wealth in the broader team’s monthly asset allocation meetings as well as contributions to the flagship Weekly Strategy Perspectives publication, among other things
Potential to work as part of an investment committee on the firm’s own equity model portfolios