Equity Research Associate

4 weeks ago


New York, United States Bmo Full time

Equity Research AssociateBMO 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. Within this, we are currently searching for an associate for our Beverages & Restaurants research team in our New York office.DescriptionAs 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 Beverages & Restaurants spectrum. 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 commentsAnalysis of financial statements and press releasesExamination of industry databases and publicationsCompletion of extraordinary information and data requestsCreation and maintenance of detailed financial modelsCommunication of recommendations to internal and external clientsParticipation in site visits and management meetingsExperience/SkillsA 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 Beverages & Restaurants 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 skillsA keen interest in Equity ResearchA positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detailSuperior work ethic, self-motivation and the ability to work independentlyAbility to systematically manage a heavy work load and meet stringent deadlinesFlexibility to work irregular or extended hoursSolid technology skills with robust knowledge of Excel, Word, PowerPoint, BloombergEducationCandidates should have 1 - 3 years of relevant experience and post-secondary 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.We thank all applicants for their interest; however, only those selected for an interview will be contacted.Base Salary Range: USD $120,000-140,000Pay Type: Salaried



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