Senior Equity Research Associate – U.S. Financials

BMO Harris Bank; New York (NY); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Harris Bank is seeking a Senior Equity Research Associate or Vice President to join the U.S. Financials equity research team.

You will work closely with the senior analyst and two other team members to develop and market all equity research products, requiring strong analytical and communication skills and a passion for the stock market. The role emphasizes teamwork, rigorous modelling, client interaction, and a proactive approach to research development, with a fast-paced environment and

Qualifications

• Strong equity research experience 3–5+ years in U.S. Financials
• CFA designation is a plus
• Excellent written and verbal communication with clients and management
• Proficient in financial modelling and analysis

Responsibilities

• Build and maintain detailed company models (IS/BS/CF)
• Analyze financial statements and industry-related news
• Review company filings (10-K, 10-Q, earnings releases) and transcripts
• Write equity research reports and develop investment theses
• Participate in site visits and management meetings
• Source and analyze industry data to inform research products
• Communicate investment recommendations to internal/external clients
• Develop tools and processes to disseminate industry/company news to clients

Skills

Analytical thinking

Communication skills

Attention to detail

Strong work ethic

Client interaction

Independent work

Education

Bachelor's degree

Post-secondary degree in related field

Tools

Excel

Word

PowerPoint

Bloomberg

FactSet

Dealogic

Preqin

Morningstar

Job description

BMO Harris Bank is seeking a Senior Equity Research Associate or Vice President to join the U.S. Financials equity research team.

You will work closely with the senior analyst and two other team members to develop and market all equity research products, requiring strong analytical and communication skills and a passion for the stock market. The role emphasizes teamwork, rigorous modelling, client interaction, and a proactive approach to research development, with a fast-paced environment and