Energy Transition & Infrastructure Equity Research Associate

BMO Harris Bank; Houston (TX); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Senior Equity Research Associate or VP to join the Energy Transition & Infrastructure team in New York or Houston. You will help develop and market equity research products, working closely with a senior analyst to deliver actionable investment insights to institutional clients.

Ideal candidates have a strong financial background, 3+ years in equity research, excellent written and verbal communication skills, and the ability to manage deadlines in a fast-paced

Qualifications

• Bachelors in finance, accounting, economics, engineering, data science or related field is required.
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Responsibilities

• Build and maintain detailed company financial and valuation models (IS/BS/CF).
• Analyze financial statements and industry and company news.
• Review company filings (10-K/10-Q/earnings) and management transcripts.
• Write equity research reports and develop investment theses over time.
• Utilize AI-enabled tools and data science techniques to boost productivity and analysis.
• Participate in site visits, management meetings, and industry events.
• Maintain and analyze industry and company data.
• Communicate investment recommendations to internal and external clients.
• Develop tools to gather industry and company news for timely client products and research.
• Build relationships with industry, regulatory, and policy experts to gauge trends.

Skills

Analytical ability

Writing skills

Client interaction

Financial statement analysis

Valuation knowledge

Attention to detail

Equity research

Industry knowledge

Education

Bachelor's degree in finance/economics/engineering/data science

Tools

Excel

Bloomberg

FactSet

Word

PowerPoint

Job description

BMO Financial Group is seeking a Senior Equity Research Associate or VP to join the Energy Transition & Infrastructure team in New York or Houston. You will help develop and market equity research products, working closely with a senior analyst to deliver actionable investment insights to institutional clients.

Ideal candidates have a strong financial background, 3+ years in equity research, excellent written and verbal communication skills, and the ability to manage deadlines in a fast-paced