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Description

We are seeking a Senior Equity Research Associate or Vice President to join our Consumer team in our NY office, with a focus on Consumer Staples – Food Retail & Packaged Food. The associate will be an integral member of the team, work closely with the senior analyst and two other team members to develop and market all equity research products. The role requires strong analytical and 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 and rest of the team but equally values independence, initiative, idea generation and a sense of ownership for the work.

Our ideal candidate must be fully licensed, have 3+ years of proven equity research experience in the Consumer Staples sector (ideally Food Retail & Packaged Food) and have a strong desire to help create, launch and support new research in the consumer packaging space. Strong accounting and finance skills, a passion for the stock market and the ability to work on a fast-paced equity research team are critical.

• Building and maintaining detailed company models (IS/BS/CF)
• Analyzing financial statements and news related to industry coverage
• Conducting store, channel checks, pricing studies and market share analysis
• Analyze company filings (10-K, 10-Q, earnings releases) and company transcripts
• Writing equity research reports and formulating investment theses
• Participation in site visits and management meetings
• Maintaining and analyzing industry data, including in-depth analysis of Circana data
• Communicating investment recommendations to internal and external clients

A combination of writing skills, technical knowledge, industry experience, and finance skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required. 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.

Senior Research Associate Base Salary Range:

The salary range for this role is $150,000 up to $180,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

VP, Equity Research Base Salary Range:

The salary range for this role is $200,000 up to $250,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

Salary:

Pay Type:

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: