Bank of Montreal

Equity Research Database & Development Associate

Bank of Montreal$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree with 2-5 years of experience in a relevant role.
  • Proficient in MS Excel, Salesforce, Power BI, PowerQuery, CoPilot, Python, and C#.
  • Strong understanding of Capital Markets products and financial systems.
  • Familiarity with data science concepts and financial accounting principles.
  • Exceptional analytical, communication, and organizational skills.

Responsibilities

  • Input, extract, and manipulate data for reporting needs.
  • Develop and implement reporting for Global Equity Products.
  • Understand business requests to provide insights and manage expectations.
  • Ensure timely and accurate work while offering excellent customer service.
  • Investigate data integrity issues in collaboration with Operations/Technology.
  • Contribute to project meetings and collaborate with other departments.
  • Utilize advanced analytics to address business challenges.

Benefits

  • Comprehensive health insurance offered.
  • Tuition reimbursement for continued education.
  • Life and accident insurance coverage available.
  • Retirement savings plans with employer contributions.
  • Performance-based incentives and discretionary bonuses.
Full Job Description

Application Deadline:

08/27/2026

Address:

100 King Street West

Job Family Group:

Customer Solutions

Description

We are seeking a highly motivated Database and Development Associate to join our Equity Research Production team, to deliver Global Equity Products systems/reporting/analytics/CRM support and business insights to senior executives and front-line professionals to support publication, performance management, and strategic objectives. The ideal candidate has a strong foundation in finance and/or energy, a genuine interest in capital markets, and intellectual curiosity to thrive in a fast-paced, idea-driven environment.

Candidates who are eager to leverage technology and AI to enhance research efficiency, data analysis, and insight generation will be particularly well suited to this role.

Key Responsibilities

Publishing Admin and Reporting – Weighting 50%

  • Utilize technical skills to efficiently and effectively input, extract and manipulate data from client databases or other source systems to meet various publishing/reporting needs

  • Develop and implement reporting for Global Equity Products

  • Understand the business rationale of all requests being made

  • Manage client expectations, and meet agreed upon deadlines; produce work that is timely and accurate.  Strive to provide great customer service and anticipate follow-up inquiries

  • Question the integrity of data; delve into data issues raised and work with Operations/Technology to fix at the source considering the implication on any other data that would be similarly impacted

  • Participate in and contribute to project and team meetings, interacting and collaborating with team members and other departments, as appropriate, in order to understand project requirements

Analytical Insights and Observations – Weighting: 25%

  • Learn and implement advanced analytics to help resolve priority business problems

  • Utilize knowledge of CM’s businesses, products, and risk measures to provide insight and analysis in support of LOB performance and strategic objectives

  • Perform detailed financial and business analysis as necessary to support Capital Markets

Process Efficiencies – Weighting: 25%

  • Leverage existing reports and business metrics reported where possible to minimize unnecessary work

  • Assess current practice of generating reports and introduce process efficiencies / automation in database and reporting

Experience & Skills

A combination of strong analytical, written and verbal skills, and a demonstrated interest in financial services technology and emerging technologies through relevant education or work experience is required. The successful candidate will demonstrate:

  • Undergraduate degree, with 2-5 years of relevant work experience

  • Proficiency in MS Excel, Salesforce, Power BI, PowerQuery, CoPilot, Python, C#

  • Understanding of Capital Markets products

  • Knowledge of BMO Capital Markets’ financial systems an asset

  • Knowledge of BlueMatrix, Tier1 is an asset

  • Understanding of data science and financial accounting concepts

  • Effective self-starter with a can-do attitude who takes ownership and accountability for project deliverables with a demonstrated ability to multi-task

  • Exceptional communication, analytical, presentation, interpersonal, and organization/time management skills

  • Superior attention to detail and accuracy, while being able to draw out big picture conclusions from analyses and focus on the critical business issues, particularly when taking on complex and ambiguous tasks

Education & Credentials

  • Bachelor’s degree required

Salary

The salary range for this role is $110,000 up to $130,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

This is a planned recruitment for future vacancies.

Salary:

Pay Type:

Salaried

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: 

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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