R220021267 Equity Research Associate – Retail & E-commerce
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 925 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 Retail & E-commerce research team in our New York office.
Description
- As an Equity Research Associate, the successful candidate will work closely with an award-winning analyst, providing insights and research on numerous companies across the Consumer Discretionary spectrum. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team but equally values self-thinking, idea generation and a sense of ownership for the work. The role requires attention to detail and values/rewards an ability to think outside the box, challenging the status quo.
- Tasks include but are not limited to:
- 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 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:
- 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 work load and meet stringent deadlines
- Flexibility to work irregular or extended hours
- Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg
Education
- Candidates should have 2+ years of relevant experience and a post-secondary degree in a related field of study. U.S. only: SIE, Series 7, 63, 86, and 87 licenses are a plus.
- Additional Job Description
- Additional Job Description
- 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. #bmocapitalmarkets