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BMO Capital Markets is a leading fullservice financial services provider. We offer corporate and investment banking treasury management as well as research and advisory services to clients around the world. #bmocapitalmarkets

Equity Research Associate U.S. Diversified Financials

BMO Capital Markets is a leading fullservice North Americandomiciled financial services provider offering equity and debt underwriting corporate lending and project financing merger and acquisitions advisory services securitization treasury management market risk management debt and equity research and institutional sales and trading. BMO Capital Markets has approximately 2700 professionals in 33 locations around the world.

The Equity Research department covers over 850 stocks across diverse sectors and provides equity strategy quantitative analysis and portfolio management services to our clients. Within this we are currently searching for an associate for our U.S. Diversified Financials research team in our New York office.

Description

As an Equity Research Associate the successful candidate will work closely with an analyst in support of providing insights and research on numerous companies across the U.S. Diversified Financials sector. The work environment involves collaboration coordination and a shared knowledge base with the analyst and rest of the team. The associate role requires excellent interpersonal skills and a collaborative/versatile team player. Tasks include but are not limited to:

• Daily writing of research reports and comments
• Analysis of financial statements and press releases
• Examination of industry databases and publications
• Completion of extraordinary information and data requests
• Creation and maintenance of detailed financial models
• Communication of recommendations to internal and external clients
• Participation in site visits and management meetings

Experience/Skills

A combination of exceptional 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 U.S. Financials 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:

• Outstanding written and verbal communication skills
• A keen interest in Equity Research
• A positive attitude intellectual curiosity the ability to learn quickly and strong attention to detail.
• Superior work ethic selfmotivation and the ability to work independently.
• Ability to systematically manage a heavy workload and meet stringent deadlines
• Flexibility to work irregular or extended hours (including some weekends)
• Solid technology skills with robust knowledge of Excel Word PowerPoint Factset (understanding of Dealogic Morningstar and Preqin is not required but would be beneficial)

Education

Candidates should have 2 5 years of relevant experience and postsecondary degree in a related field of study. MBA CPA/CA and/or CFA certification is preferred. U.S. only: Series 7 63 86 and 87 licenses are a plus.

Salary Range:

USD $120000.00 USD $140000.00 USD

We thank all applicants for their interest; however only those selected for an interview will be contacted.

Salary:

Pay Type:

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for parttime roles will be prorated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From indepth training and coaching to manager support and networkbuilding opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable federal state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an email to and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.