Senior Equity Research Analyst, Financials

Bank of Montreal; New York (NY); On-site; USD 150,000 - 250,000; 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 a Senior Equity Research Associate or VP to join the U.S. Financials team. The role focuses on building company models, analyzing financial statements, and writing research reports.

You will interact with clients and help develop new research products in a fast-paced environment. The ideal candidate has 3–5+ years in equity research, strong accounting/finance skills, and the drive to contribute to market insights and client services.

Qualifications

• Bachelor’s degree is required; related post-secondary degree is a plus.
• Strong accounting and finance skills and a solid research background.
• Excellent written and verbal communication, with client interaction focus.
• Proven record in equity research or related finance fields.

Responsibilities

• Build and maintain detailed company models (IS/BS/CF).
• Analyze financial statements and industry-related news.
• Write equity research reports and develop investment theses.
• Present investment ideas to internal and external clients.
• Collaborate to develop tools and processes for research gathering.

Skills

Analytical thinking

Communication skills

Client interaction

Stock market passion

Attention to detail

Work ethic

Financial modeling

Financial statement analysis

Time management

Excel proficiency

Bloomberg familiarity

FactSet familiarity

AI experience

Education

Bachelor’s degree

CFA candidate

Tools

Bloomberg

FactSet

Excel

PowerPoint

Dealogic

Morningstar

Job description

Bank of Montreal is seeking a Senior Equity Research Associate or VP to join the U.S. Financials team. The role focuses on building company models, analyzing financial statements, and writing research reports.

You will interact with clients and help develop new research products in a fast-paced environment. The ideal candidate has 3–5+ years in equity research, strong accounting/finance skills, and the drive to contribute to market insights and client services.