B

Bank of Montreal

Runs Canadian and US banks for people and firms

Equity Research Associate - U.S. Chemicals

Equity & Credit ResearchConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • The candidate must be fully licensed and have at least three years of equity research experience.
  • The candidate must have a strong financial background; strong accounting and finance skills; and the ability to support research in the U.S. Chemicals sector.
  • A combination of writing skills, technical knowledge, and skills in equity research, finance, or accounting demonstrated through relevant work and educational experience is required.
  • A bachelor's degree is required.
  • Candidates must have a clear and proven track record of achievement throughout their education and career.
  • Candidates need written and verbal communication skills, organizational skills, and the ability to manage priorities and a heavy workload while meeting stringent deadlines.
  • Candidates need a client service mindset and the ability to prioritize client needs accurately.
  • Candidates must be able to interact professionally with company management teams, analysts, portfolio managers, and clients.
  • Candidates need a demonstrated understanding of equity research and attention to detail.
  • Candidates must be able to work collaboratively and independently, and work irregular and extended hours as needed.
  • Candidates need robust knowledge of Excel, Word, PowerPoint, and Bloomberg and/or FactSet.
  • Candidates must have demonstrated use of artificial intelligence in the workplace.
  • The position is designated U.S. only.

Responsibilities

  • Build and maintain detailed company models, including income statements, balance sheets, and cash flows.
  • Analyze financial statements and news related to industry coverage.
  • Analyze company filings, including 10-Ks, 10-Qs, and earnings releases, as well as company transcripts.
  • Write equity research reports and, over time, formulate investment theses.
  • Participate in site visits and management meetings.
  • Maintain and analyze industry data.
  • Communicate investment recommendations to internal and external clients.
  • Collaborate in developing tools and processes to gather industry- and company-related news for dissemination to clients as one-off products or inclusion in the group's regular research products.
  • Establish industry, regulatory, and political relationships to better predict or assess industry trends and company-related events.

Desired Qualifications

  • Experience in the Chemicals or Industrials sectors is beneficial but not required.
  • A post-secondary degree in a related field of study is a plus.
  • A CFA charter or progress toward the CFA designation is a plus.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

Recently Posted Jobs

Explore more opportunities at Bank of Montreal

See more jobs