Equity Research Associate
Job Description:
As a Research Associate, you will be required to perform extensive fundamental research and analysis of companies in the Capital Goods space. You will provide detailed financial modeling, acquire in-depth industry expertise and provide a rigorous level of fundamental company and industry analysis. You will also be expected to contribute to written product, interact with company managements as well as sales, trading, and institutional clients, and broadly support the senior analyst and sector franchise.
Responsibilities:
- Extensive industry and company analysis, including data sourcing and financial modeling
- Prepare/produce written reports around company and industry analysis, earnings results, presentations and recommendations to clients
- Participate in company management interviews and communication to develop and maintain sources of information in preparation of analyses
- Industry contact development and broad due diligence
- Answer inquiries and communicate with sales and clients regarding stocks or industry groups
Desired Skills and Experience:
Successful candidates require a high level of curiosity, strong work ethic and motivation. Further, we are seeking:
- Previous (2-3 years) work experience within equity research, investment banking or related investment position
- Experience in related field a potential plus but not required
- Good organizational and time management skills
- Strong interpersonal and oral communication skills
- Superior financial modeling skills and an attention to detail (solid knowledge of excel)
- Strong written communication skills (writing samples may be required)
- Academic excellence, a bachelor’s degree in Finance, Accounting or equivalent, and/or an MBA or CFA designation
- Series 7, 63, 86 87 licenses a plus, but not required upon hire
Company Description:
Established in 1817 as Bank of Montreal, BMO Financial Group (NYSE, TSX: BMO), is one of the largest diversified financial services providers in North America with US$551 billion total assets and more than 46,500 employees as at April 30, 2013. BMO Capital Markets is a leading, full-service North American financial services provider offering investment and corporate banking, advisory services, treasury and market risk management, institutional investing, and research. BMO Capital Markets has more than 2,200 employees operating in 29 locations around the world, including 16 in North America. The BMO Capital Markets North American equity research platform includes some 65 fundamental analysts, in addition to macro and equity strategy, covering over 950 stocks.
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