Equity Research Associate - Consumer… at BMO Capital… · New York

Summary: BMO Capital Markets is a leading, full-service North American-based financial services provider. They are seeking an Equity Research Associate to join their Consumer Retail team, focusing on Consumer Staples, to develop and market equity research products. Responsibilities: - Building and maintaining detailed company models (IS/BS/CF) - Analyzing financial statements and news related to industry coverage - Conducting store, channel checks, pricing studies and market share analysis - Analyze company filings (10-K, 10-Q, earnings releases) and company transcripts - Writing equity research reports and over time, formulating investment theses - Participation in site visits and management meetings - Maintaining and analyzing industry data - Communicating investment recommendations to internal and external clients Required Qualifications: - Strong analytical / critical thinking skills - Passion for the stock market - Keen attention to detail - Strong work ethic - Strong accounting and/or finance skills - Interest in understanding stocks - Ability to build and maintain detailed company models (IS/BS/CF) - Ability to analyze financial statements and news related to industry coverage - Ability to conduct store, channel checks, pricing studies and market share analysis - Ability to analyze company filings (10-K, 10-Q, earnings releases) and company transcripts - Ability to write equity research reports and formulate investment theses - Participation in site visits and management meetings - Ability to maintain and analyze industry data - Ability to communicate investment recommendations to internal and external clients - Combination of writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience - Clear and proven track record of achievement throughout education and career - Exceptional written and verbal communication skills - Strong organizational skills and comfort managing various priorities - Client service mindset and ability to prioritize client needs with accuracy - Ability to interact professionally with company management teams and clients (analysts and portfolio managers) - Keen interest in and demonstrated understanding of Equity Research - Positive attitude, intellectual curiosity, ability to learn quickly and strong attention to detail - Superior work ethic, self-motivation and ability to work independently - Ability to systematically manage a heavy work load and meet stringent deadlines - Flexibility to work irregular and extended hours - Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg and/or FactSet - Demonstrated use of AI in the workplace - Bachelor's degree Preferred Qualifications: - Requisite license exams and/or CFA - Post-secondary degree in a related field of study - Prior industry experience in the consumer industry Required Skills: Equity Research, Financial Analysis, Accounting Skills Important Skills: CFA, Excel Nice-to-Have Skills: Client Service Mindset, Technology Skills Benefits: Health insurance, Tuition reimbursement, Accident and life insurance, Retirement savings plans