Research Analyst - Canadian Equity - Resources

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 perform fundamental equity research focused on the Canadian market. You will generate proprietary analysis, meet with company management and industry experts, and provide investment ideas and reports to support portfolio decisions.

You will build detailed financial models, balance qualitative and quantitative factors, and deliver timely views on news and events. Collaboration with portfolio managers and a fast-paced environment are essential.

Qualifications

• 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.

Responsibilities

• Conduct fundamental equity research on a coverage universe, providing investment ideas for the portfolios.
• 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.
• Work 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.

Skills

Verbal communication

Written communication

Analytical thinking

Problem solving

Collaboration

Team skills

Data-driven decisions

Influence

Education

Post-secondary degree in related field

5-7 years of relevant experience

Job description

Application Deadline: 10/01/2026 Address: 100 King Street West Job Family Group: Customer Solutions

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.

Salary and Pay Type

Salary: $55,000.00 - $115,000.00 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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.