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Description

We are seeking an Equity Research Associate to join our Canadian Oil & Gas team in Calgary. The associate will work closely with the senior analyst and another VP to develop and market all equity products. The role requires strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail and a strong work ethic.

The ideal candidate will have experience or exposure to sell-side equity research, prior industry knowledge and an ability to work at a fast pace. Candidates who are eager to leverage technology and AI to enhance research efficiency, data analysis, and insight generation are welcome.

Key Responsibilities

Responsibilities include, but are not limited to:

·       Building, maintaining, and updating detailed financial and valuation models;

·       Analyzing company financial statements, earnings releases, regulatory filings, and management transcripts;

·       Monitoring industry developments, company-specific news, and macro drivers relevant to coverage;

·       Supporting the preparation of equity research reports and, over time, contributing to investment theses;

·       Responding to ad hoc data, analysis, and information requests from internal and external clients;

·       Maintaining and analyzing industry and company-level datasets;

·       Participating in site visits, management meetings, and industry events;

·       Communicating investment views and recommendations to analysts, portfolio managers, and clients;

·       Applying AI tools and automation to improve research workflows, data processing, and analytical output.

Experience & Skills

A combination of strong analytical ability, writing and modeling skills, and a demonstrated interest in equity research or finance is required. Prior consumer products industry experience is beneficial but not mandatory. The successful candidate will demonstrate:

·       Exceptional written and verbal communication skills

·       Strong organizational skills with the ability to manage multiple priorities and tight deadlines

·       Professionalism and confidence interacting with company management teams and investment professionals

·       Intellectual curiosity, attention to detail, and the ability to learn quickly

·       A strong work ethic, self-motivation, and comfort with non-standard working hours, including early mornings, evenings, and occasional weekends

·       Proficiency with relevant technology and data platforms, including Excel and PowerPoint. Experience with Bloomberg, FactSet, or similar tools is an asset

·       Demonstrated experience using AI tools to enhance productivity, analysis, or research quality

Education & Credentials

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·       Bachelor’s degree required

·       Degree in finance, economics, or a related field is an asset

·       CFA designation or progress toward the CFA program is a strong advantage

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The salary range for this role is $110,000 up to $115,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards