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About the Role

The Equity Research Associate will be an integral member of the Utilities, Power & Renewables team, working closely with the senior analyst and two other team members 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.

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
• Collaborate in developing tools and processes to gather industry and company-related news that can then be decimated to clients as one-off products or incorporated in the groups normal research product
• Work to establish industry, regulatory and political relationships to help better predict and/or handicap industry trends or company-related events

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.
• Prior industry experience in the utility, power or renewable sectors is not required but could be a benefit.
• 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-motivated and the ability to work both collaboratively as well as independently
• Ability to systematically manage a heavy workload 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

Skills

• Equity research
• Finance
• Accounting
• Analytical skills
• Critical thinking
• Stock market analysis
• Attention to detail
• Work ethic
• Collaboration
• Independence
• Initiative
• Idea generation
• Ownership
• Written communication
• Verbal communication
• Organizational skills
• Client service
• Excel
• Word
• PowerPoint
• Bloomberg
• FactSet
• AI in the workplace

Location

• 151 W 42nd Street

Work Type

• Salaried

Experience Level

• Several years of equity research experience
• Several years of industry-related experience

Education Level

• Bachelor’s degree
• Post-secondary degree in a related field of study is a plus
• CFA Charter or working towards the CFA designation is a plus

Salary/Compensations

• $110,000 up to $140,000 USD
• $150,000 up to $180,000 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-domiciled 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 2,700 professionals in 33 locations around the world.
• 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.
• To find out more visit us at http://jobs.bmo.com/us/en

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.