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The Analyst will conduct fundamental equity research on a coverage universe, providing investment ideas for the portfolios. The Analyst will generate proprietary fundamental analysis of the sector, the industry, the companies and the stocks by meeting with top management of companies, industry experts, sell-side analysts and experienced colleagues. The Analyst works closely with the team of portfolio managers responsible for managing a number of strategies, primarily for the Canadian market.

• Makes investment recommendations balancing qualitative and quantitative factors.
• Acts as a trusted subject matter expert to assigned investment sector(s) or coverage area.
• Conducts independent analysis and assessment to contribute to team priorities or strategies.
• Builds and maintains detailed financial models.
• Provides written reports for in depth investment thesis, company events, recommendations.
• Provides timely analysis and views/recommendations on news and events.
• Highly motivated, able to think logically, critically and quickly.
• Strong written and verbal communication capabilities.
• Works both independently and as part of a team.
• Self-starter and strong ability to prioritize workflow.
• Strong team player, positive attitude
• Qualifications:
• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth analytical and interpretive skills; capable of sourcing and identifying pertinent factors from large volumes of information.
• In-depth organizational skills; strong attention to detail and risk.
• Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

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: