Job Description

Equity Research Associate

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. The Equity Research department covers over 900 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. We are currently searching for an Equity Research Associate for our Consumer Staples/Packaged Food research team within our New York office.

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 Consumer Staples/Packaged Food 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 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 consumer 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, self-motivation and the ability to work independently
• Ability to systematically manage a heavy workload and meet stringent deadlines
• Flexibility to work irregular or extended hours
• Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg

Education

We are seeking candidates at the entry-level or recent graduates who have 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.

The salary range for this role is $120,000 up to $140,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based 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.

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.

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