Energy Transition Equity Research Lead

BMO

Houston (TX)

On-site

USD 150,000 - 225,000

Full time

9 days ago
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Benefits offered by this job

Health insurance
Tuition reimbursement
Life insurance
Retirement savings plan

Job summary

BMO Capital Markets is seeking a Senior Equity Research Associate or VP to join the Energy Transition & Infrastructure team. The role involves building financial models, analyzing energy infrastructure and technology sectors, and developing investment theses for institutional clients.

Strong communication and collaboration with senior analysts are essential. The position offers high visibility with institutional investors and executives, with opportunities to lead coverage and contribute to

Qualifications

  • Minimum of three years equity research or relevant industry experience.
  • Experience in energy infrastructure, power, renewables, or related sectors preferred.
  • Strong accounting and finance skills with attention to detail.

Responsibilities

  • Build and maintain detailed financial and valuation models (IS/BS/CF).
  • Analyze financial statements and industry/company news.
  • Analyze filings (10-K/10-Q) and transcripts; develop investment theses.
  • Write equity research reports and market theses.
  • Use AI-enabled tools and data science to enhance analysis.
  • Participate in site visits, meetings, and industry events.
  • Communicate investment recommendations to clients and internal teams.
  • Develop tools to gather and analyze industry news for timely insights.

Skills

Equity research
Financial modeling
Analytical thinking
Communication skills
Client management

Education

Bachelor's degree in finance/economics/accounting/engineering

Tools

Excel
Word
PowerPoint
Bloomberg
FactSet

Job description

BMO Capital Markets is seeking a Senior Equity Research Associate or VP to join the Energy Transition & Infrastructure team. The role involves building financial models, analyzing energy infrastructure and technology sectors, and developing investment theses for institutional clients.

Strong communication and collaboration with senior analysts are essential. The position offers high visibility with institutional investors and executives, with opportunities to lead coverage and contribute to

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