Canadian Equity Research Analyst – Fundamental Ideas

Bank of Montreal; Toronto; On-site; CAD 55,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking an Analyst to conduct fundamental equity research on a Canadian coverage universe. You will meet with management, industry experts, and sell-side analysts to develop proprietary insights and investment ideas.

The role involves building robust financial models and delivering detailed, timely reports to support portfolio managers. Ideal candidates have 5–7 years of experience, a related post-secondary degree, and strong analytical, written, and verbal communication

Qualifications

• Analytical and interpretive skills to identify key drivers from large data sets.
• Strong organizational skills with attention to detail and risk.
• Ability to perform in a fast-paced, multi-priority environment.
• Excellent written and verbal communication.

Responsibilities

• Conduct fundamental equity research on a Canadian coverage universe.
• Build and maintain detailed financial models to support investment ideas.
• Produce written reports and investment theses with timely insights.
• Meet with company management, industry experts, and sell-side analysts to enhance views.
• Collaborate with portfolio managers across multiple strategies.

Skills

Equity research

Financial modeling

Investment ideas

Written communication

Verbal communication

Team collaboration

Time management

Education

Bachelor's degree in finance or related field

Tools

Financial modeling

Job description

Bank of Montreal is seeking an Analyst to conduct fundamental equity research on a Canadian coverage universe. You will meet with management, industry experts, and sell-side analysts to develop proprietary insights and investment ideas.

The role involves building robust financial models and delivering detailed, timely reports to support portfolio managers. Ideal candidates have 5–7 years of experience, a related post-secondary degree, and strong analytical, written, and verbal communication