Research Coordinator - Global Markets

Socket.dev; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

BMO Capital Markets is seeking an Administrative/Operations support professional to assist the Institutional Equity Sales and Trading team in a fast-paced environment in Canada. You will coordinate client events, manage CRM records, and prepare communications and research materials to support deal execution and client services.

The role requires 3–5 years in admin/operational roles, with a degree or diploma in a related field considered an asset.

Qualifications

• 3–5 years of experience in an administrative, operational, client-service or professional support function.
• Experience within Financial Services or Capital Markets is an asset.
• Post-secondary degree or diploma in a related field is desirable.

Responsibilities

• Provides operational support to Institutional Equity Sales and Trading team.
• Coordinates planning, coordination and execution of analyst marketing, client events, and conferences.
• Keeps CRM data up to date with contacts, meetings and activities.
• Prepares and distributes client-facing communications and research materials.
• Supports onboarding and system access coordination and training.

Skills

Administrative support

Client service

Time management

Education

Post-secondary degree or diploma in a related field

Tools

CRM

Microsoft Office

Event management

Job description

Application Deadline:

10/11/2026

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

WORKING EXPECTATIONS:

• The position operates in a fast-paced institutional sales and trading environment where client, market, research, conference, and transaction-related matters require immediate attention.
• The role requires the ability to manage frequent interruptions, competing priorities and short execution timelines while maintaining accuracy and professionalism.
• Working hours align with the requirements of the institutional equities business and may begin as early as 7:00 a.m. Availability outside standard business hours may occasionally be required to support conferences, events, live transactions, business stakeholders, and time-sensitive client matters.

KEY ACCOUNTABILITY AREAS:

• Equity Sales and Trading Business Management Support
• CRM Management
• Analyst Marketing and Conferences
• New Issue and Deal Execution Support

SPECIFIC ACCOUNTABILITIES:

• Provides operational support to Institutional Equity Sales and Trading team members.
• Supports the planning, coordination and execution of analyst marketing, client events, specialty-sector programs.
• Coordinates internal and external meetings, including scheduling, invitations, room bookings, conference lines, materials and other logistical requirements.
• Builds effective working relationships with Sales, Trading, Research, Equity Capital Markets, Investment Banking, Corporate Access, Compliance and other internal and external stakeholders.
• Prepares, edits and distributes client-facing communications, invitations, agendas, presentations, research materials, procedures, templates and other business communications.
• Assists with the preparation, formatting and distribution of recurring sales and research communications, including the Morning Note template.
• Maintains client and account information in CRM, including contact details, meeting activity, event attendance and other time-sensitive updates, and tracks related business activity.
• Provides client-service support as an extension of the sales team by coordinating meetings, distributing approved materials, responding to logistical requests and appropriately escalating inquiries.
• Maintains organized electronic records, tracking files, templates, checklists and documented procedures so that client, conference, marketing, research and transaction information is accurate and readily available.
• Supports the maintenance of internal and external distribution lists and coordinates updates when employees, clients or business responsibilities change.
• Supports employee onboarding and transitions by coordinating system access, distribution lists, equipment, training and other administrative requirements.
• Coordinates training sessions, including invitations, scheduling, attendance tracking, confirmations and follow-up communications.
• Maintains knowledge of business systems and applications, including Microsoft Office, CRM, research-distribution, corporate-access, event-management and deal-related tools.
• Identifies opportunities to improve recurring processes, reduce duplication and strengthen coordination across the team.
• Manages multiple requests and changing priorities and supports the team during periods of increased activity, employee absences, conferences, live transactions and other time-sensitive business events.
• Broader work or accountabilities may be assigned as needed.

QUALIFICATIONS:

• 3-5 years of experience in an administrative, operational, client-service or professional support function. Experience within Financial Services or Capital Markets is an asset.
• Post-secondary degree or diploma in a related field of study is desirable.
• Working knowledge of