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About the Role

The Equity Research 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.

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

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

Skills

Strong accounting and/or finance skills
Interest in understanding stocks
Equity research experience is a plus
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.
Excel
Word
PowerPoint
Bloomberg
FactSet
Demonstrated use of AI in the workplace
CFA is a plus

Location

151 W 42nd Street

Work Type

Salaried

Experience Level

Associate

Education Level

Bachelor’s degree is required.
A post-secondary degree in a related field of study is a plus.

Salary/Compensations

$110,000 up to $140,000 USD

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.
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.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of April 30, 2026.
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.
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.
We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.
We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses.
More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.
As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Equal Opportunity

BMO 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 e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.