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The Equity Research department covers over 900 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. The US Equity Research department consists of 31 analysts and ~50 associates, covering over 500 stocks.

We are seeking an Equity Research Associate to join our Industrial Multi-Industry team. The associate will work closely with the senior analyst to develop and market all equity research products. This role requires strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail, and a strong work ethic.

The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst but equally values independence, initiative, idea generation and a sense of ownership for the work.

Our ideal candidate has strong accounting and/or finance skills, an interest in understanding stocks, and is eager to join a fast-paced equity research team with particular interest in the industrials industry. Equity research experience is a plus, but not required, as well as requisite license exams (SIE, Series 7, 63, 86, 87) and/or the CFA.

• Building and maintaining detailed company models (IS/BS/CF)
• Analyzing financial statements and news related to industry coverage
• Analyze company filings (10-K, 10-Q, earnings releases) and company transcripts
• Writing equity research reports and over time, formulating investment theses
• Participation in site visits and management meetings
• Maintaining and analyzing industry data
• Communicating investment recommendations to internal and external clients

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 multi-industrials 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:

• Exceptional written and verbal communication skills
• Strong organizational skills and comfort managing various priorities
• Client service mindset and ability to prioritize client needs with accuracy
• Over time, ability to interact professionally with company management teams and clients (analysts and portfolio managers)
• A keen interest in and demonstrated understanding of 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 and extended hours
• Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg and/or FactSet
• Demonstrated use of AI in the workplace
• CFA is a plus

• Bachelor’s degree is required. A post-secondary degree in a related field of study is a plus. U.S. only:

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 $140,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

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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: