Equity Research Associate, Software & IT Services

BMO; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking a motivated Equity Research Associate to join their dynamic team in New York. This role involves providing in-depth insights and analysis on companies within the software and IT services sector. You will collaborate closely with a senior analyst, engaging in strategic examinations of industry trends and financial statements. Ideal candidates will possess strong analytical and communication skills, along with a robust work ethic. Join a forward-thinking firm committed to professional growth and making a positive impact in the financial services industry.

Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Performance-Based Incentives

Discretionary Bonuses

Qualifications

• 2-3 years of relevant experience in tech, investment banking, or consulting.
• Exceptional writing skills demonstrated through relevant work and education.

Responsibilities

• Conduct strategic examination of industry trends and company fundamentals.
• Create and maintain detailed financial models and write research reports.

Skills

Analytical Skills

Communication Skills

Attention to Detail

Interpersonal Skills

Self-Motivation

Education

MBA

CPA

CFA

Tools

Excel

Bloomberg

PowerPoint

Word

Job description

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

Equity Research Associate – Software and IT Services

BMO Capital Markets is a leading, full-service North American-domiciled financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has approximately 2,700 professionals in 33 locations around the world. BMO in total has approximately 48,000 employees.

The Equity Research department covers over 850 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. Within this, we are currently searching for an associate for our Internet & Media research team in our New York office.

Description

As an Equity Research Associate, the successful candidate will work closely with a senior analyst in support of providing insights and research on numerous companies across the software and IT services spectrum. The work environment involves collaboration, co-ordination and a shared knowledge with the analyst and rest of the team. The associate role requires excellent interpersonal skills and a collaborative / versatile team player. Tasks include but are not limited to :

Strategic examination of industry trends, specific company fundamentals and competitive analysis

Analysis of financial statements and company results

Creation and maintenance of detailed financial models

Writing of research reports and comments

Communication of recommendations to internal and external clients

Participation in virtual and physical visits to industry events and management meetings

Experience / Skills

Ability to perform abstract reasoning is critical. Also, a combination of exceptional writing skills, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the tech industry is not required but could be a benefit. Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include :

Outstanding written and verbal communication skills

A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail

Superior work ethic, self-motivation and the ability to work independently

Ability to systematically manage a heavy work load and meet deadlines

Flexibility to work irregular or extended hours

Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg

Education

Candidates should have 2 - 3 years of relevant experience in the tech industry, investment banking and / or strategic consulting. MBA, CPA and / or CFA certification is preferred but not required.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Compensation

100,000 - $150,000 USD

Salary : Pay Type :

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 :

We’re here to help

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

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. BMO is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.